|
201
|
Evercore Wealth Management
New York
|
$82K
|
+$81.6K
|
+3,162
|
New
|
|
|
202
|
Macroview Investment Management
Bethesda,
Maryland
|
$79K
|
+$36.9K
|
+1,430
|
+87%
|
|
|
203
|
C-J Advisory
San Jose,
California
|
$78K
|
+$38.7K
|
+1,500
|
+99%
|
|
|
204
|
People's United Financial
Bridgeport,
Connecticut
|
$72K
|
+$2.06K
|
+80
|
+3%
|
|
|
205
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$70K
|
–
|
–
|
–
|
|
|
206
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$62K
|
+$52
|
+2
|
+0.1%
|
|
|
207
|
D.A. Davidson & Co
Great Falls,
Montana
|
$57K
|
–
|
–
|
–
|
|
|
208
|
Pathstone Family Office
Englewood,
New Jersey
|
$57K
|
+$56.7K
|
+2,196
|
New
|
|
|
209
|
Winfield Associates
Cleveland,
Ohio
|
$53K
|
–
|
–
|
–
|
|
|
210
|
Sandy Spring Bank
Olney,
Maryland
|
$50K
|
–
|
–
|
–
|
|
|
211
|
St. Johns Investment Management
Jacksonville,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
212
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$47K
|
+$46.7K
|
+1,810
|
New
|
|
|
213
|
Portfolio Solutions
Royal Oak,
Michigan
|
$41K
|
-$903K
|
-34,980
|
-96%
|
|
|
214
|
Patten Group
Chattanooga,
Tennessee
|
$30K
|
–
|
–
|
–
|
|
|
215
|
Private Ocean
San Rafael,
California
|
$30K
|
+$207
|
+8
|
+0.7%
|
|
|
216
|
Simon Quick Advisors
Morristown,
New Jersey
|
$29K
|
+$28.7K
|
+1,112
|
New
|
|
|
217
|
Edge Advisors
Atlanta,
Georgia
|
$28K
|
+$155
|
+6
|
+0.5%
|
|
|
218
|
Advisory Services Network
Atlanta,
Georgia
|
$27K
|
+$27.4K
|
+1,060
|
New
|
|
|
219
|
Wall Capital Group
Phoenix,
Arizona
|
$26K
|
+$25.8K
|
+1,000
|
New
|
|
|
220
|
Next Financial Group
Houston,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
221
|
Sutton Wealth Advisors
Tampa,
Florida
|
$19.8K
|
–
|
–
|
–
|
|
|
222
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
223
|
Parallel Advisors
San Francisco,
California
|
$12K
|
-$7.74K
|
-300
|
-39%
|
|
|
224
|
YorkBridge Wealth Partners
New York
|
$9K
|
+$9.35K
|
+362
|
New
|
|
|
225
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$8K
|
+$52
|
+2
|
+0.7%
|
|
