|
51
|
WealthShield Partners
Cary,
North Carolina
|
$120K
|
–
|
–
|
–
|
|
|
52
|
Fidelity Investments
Boston,
Massachusetts
|
$117K
|
+$6K
|
+148
|
+5%
|
|
|
53
|
Running Point Capital Advisors
El Segundo,
California
|
$116K
|
–
|
–
|
–
|
|
|
54
|
Avalon Trust
Santa Fe,
New Mexico
|
$116K
|
+$117K
|
+2,881
|
New
|
|
|
55
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$112K
|
–
|
–
|
–
|
|
|
56
|
Central Trust Company
Jefferson City,
Missouri
|
$92.3K
|
–
|
–
|
–
|
|
|
57
|
William Blair & Company
Chicago,
Illinois
|
$84.8K
|
-$31.3K
|
-772
|
-27%
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$79.8K
|
–
|
–
|
–
|
|
|
59
|
Comerica Bank
Dallas,
Texas
|
$78.5K
|
+$18.2K
|
+450
|
+30%
|
|
|
60
|
Mather Group
Chicago,
Illinois
|
$73.5K
|
–
|
–
|
–
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72.6K
|
+$15.6K
|
+385
|
+27%
|
|
|
62
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$71K
|
–
|
–
|
–
|
|
|
63
|
MAI Capital Management
Independence,
Ohio
|
$66.1K
|
–
|
–
|
–
|
|
|
64
|
Advisornet Financial
Minnetonka,
Minnesota
|
$64.2K
|
–
|
–
|
–
|
|
|
65
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$61.4K
|
–
|
–
|
–
|
|
|
66
|
NBT Bank
Norwich,
New York
|
$60.4K
|
–
|
–
|
–
|
|
|
67
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$60.2K
|
–
|
–
|
–
|
|
|
68
|
NewEdge Advisors
New Orleans,
Louisiana
|
$55.2K
|
-$1.5K
|
-37
|
-3%
|
|
|
69
|
SVB Wealth
Boston,
Massachusetts
|
$54.4K
|
+$54.9K
|
+1,355
|
New
|
|
|
70
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$50.4K
|
–
|
–
|
–
|
|
|
71
|
West Financial Advisors
Des Moines,
Iowa
|
$50.2K
|
–
|
–
|
–
|
|
|
72
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$40K
|
–
|
–
|
–
|
|
|
73
|
Union Savings Bank
Litchfield,
Connecticut
|
$39.3K
|
–
|
–
|
–
|
|
|
74
|
AllSquare Wealth Management
Albany,
New York
|
$37.6K
|
–
|
–
|
–
|
|
|
75
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$35.6K
|
–
|
–
|
–
|
|
