|
301
|
Evercore Wealth Management
New York
|
$34K
|
+$36.2K
|
+400
|
New
|
|
|
302
|
Brave Asset Management
Summit,
New Jersey
|
$32K
|
–
|
–
|
–
|
|
|
303
|
D.A. Davidson & Co
Great Falls,
Montana
|
$29K
|
+$30.8K
|
+340
|
New
|
|
|
304
|
First Interstate Bank
Billings,
Montana
|
$28K
|
–
|
–
|
–
|
|
|
305
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$22.2K
|
-$10.3K
|
-114
|
-30%
|
|
|
306
|
AssetMark Inc
Concord,
California
|
$19K
|
+$20K
|
+221
|
New
|
|
|
307
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$18K
|
–
|
–
|
–
|
|
|
308
|
Gemmer Asset Management
Walnut Creek,
California
|
$16K
|
–
|
–
|
–
|
|
|
309
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$16K
|
–
|
–
|
–
|
|
|
310
|
MSI Financial Services
Springfield,
Massachusetts
|
$16K
|
+$3.89K
|
+43
|
+31%
|
|
|
311
|
Cutler Group
San Francisco,
California
|
$15K
|
+$16.2K
|
+179
|
New
|
|
|
312
|
Westport Resources Management
Westport,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
|
313
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$11K
|
+$4.35K
|
+48
|
+58%
|
|
|
314
|
Whittier Trust
South Pasadena,
California
|
$10K
|
–
|
–
|
–
|
|
|
315
|
Colony Group
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
316
|
Synovus Financial
Columbus,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
317
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
318
|
Point72 Hong Kong
Hong Kong
|
$9K
|
+$9.06K
|
+100
|
New
|
|
|
319
|
Grove Bank & Trust
Miami,
Florida
|
$7K
|
+$7.52K
|
+83
|
New
|
|
|
320
|
Archford Capital Strategies
Swansea,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
321
|
First Horizon Advisors
Memphis,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
322
|
Citizens Financial Group
Providence,
Rhode Island
|
$5K
|
+$5.52K
|
+61
|
New
|
|
|
323
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$4K
|
–
|
–
|
–
|
|
|
324
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
325
|
Howe & Rusling
Rochester,
New York
|
$3K
|
+$453
|
+5
|
+17%
|
|
