|
201
|
Private Trust Company
Cleveland,
Ohio
|
$209K
|
+$215K
|
+3,522
|
+2,272%
|
|
|
202
|
|
$206K
|
-$11M
|
-180,710
|
-98%
|
|
|
203
|
Kaizen Financial Strategies
Campbell,
California
|
$204K
|
-$51.2K
|
-839
|
-19%
|
|
|
204
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$204K
|
+$218K
|
+3,579
|
New
|
|
|
205
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$202K
|
+$216K
|
+3,541
|
New
|
|
|
206
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$194K
|
+$13.1K
|
+214
|
+7%
|
|
|
207
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
208
|
Cutler Group
San Francisco,
California
|
$165K
|
+$29.3K
|
+480
|
+20%
|
|
|
209
|
SJS Investment Consulting
Sylvania,
Ohio
|
$164K
|
+$176K
|
+2,885
|
New
|
|
|
210
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$149K
|
+$58.7K
|
+961
|
+58%
|
|
|
211
|
Activest Wealth Management
Aventure,
Florida
|
$137K
|
+$147K
|
+2,410
|
New
|
|
|
212
|
Fidelity Investments
Boston,
Massachusetts
|
$132K
|
+$8.67K
|
+142
|
+7%
|
|
|
213
|
Glassman Wealth Services
Vienna,
Virginia
|
$112K
|
–
|
–
|
–
|
|
|
214
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$109K
|
–
|
–
|
–
|
|
|
215
|
Operose Advisors
Milwaukee,
Wisconsin
|
$103K
|
+$61
|
+1
|
+0.1%
|
|
|
216
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$93K
|
-$3.05K
|
-50
|
-3%
|
|
|
217
|
North Star Investment Management
Chicago,
Illinois
|
$93K
|
–
|
–
|
–
|
|
|
218
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$81.7K
|
–
|
–
|
–
|
|
|
219
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$80K
|
–
|
–
|
–
|
|
|
220
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$80K
|
–
|
–
|
–
|
|
|
221
|
|
$78K
|
+$9.16K
|
+150
|
+12%
|
|
|
222
|
TCI Wealth Advisors
Tucson,
Arizona
|
$70K
|
–
|
–
|
–
|
|
|
223
|
|
$68K
|
-$8.42K
|
-138
|
-10%
|
|
|
224
|
Spectrum Management Group
Indianapolis,
Indiana
|
$68K
|
–
|
–
|
–
|
|
|
225
|
Global Retirement Partners
San Rafael,
California
|
$58K
|
-$8.97K
|
-147
|
-13%
|
|
