|
501
|
AllSquare Wealth Management
Albany,
New York
|
$273K
|
–
|
–
|
–
|
|
|
502
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$272K
|
+$57.4K
|
+686
|
+27%
|
|
|
503
|
Global Retirement Partners
San Rafael,
California
|
$271K
|
-$2.46M
|
-29,386
|
-90%
|
|
|
504
|
Rockefeller Capital Management
New York
|
$271K
|
+$31.4K
|
+375
|
+13%
|
|
|
505
|
Private Portfolio Partners
Paramus,
New Jersey
|
$270K
|
+$269K
|
+3,209
|
New
|
|
|
506
|
WealthSource Partners
San Luis Obispo,
California
|
$268K
|
-$355K
|
-4,243
|
-57%
|
|
|
507
|
Aviance Capital Partners
Naples,
Florida
|
$266K
|
+$265K
|
+3,167
|
New
|
|
|
508
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$264K
|
-$73.8K
|
-882
|
-22%
|
|
|
509
|
Bangor Savings Bank
Bangor,
Maine
|
$263K
|
-$1.48M
|
-17,674
|
-85%
|
|
|
510
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$262K
|
–
|
–
|
–
|
|
|
511
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$259K
|
-$73.3K
|
-875
|
-22%
|
|
|
512
|
Private Trust Company
Cleveland,
Ohio
|
$258K
|
-$185K
|
-2,215
|
-42%
|
|
|
513
|
Moors & Cabot
Boston,
Massachusetts
|
$257K
|
+$1.17K
|
+14
|
+0.5%
|
|
|
514
|
Alpha Cubed Investments
Irvine,
California
|
$255K
|
–
|
–
|
–
|
|
|
515
|
Sentinel Trust
Houston,
Texas
|
$255K
|
+$40.4K
|
+482
|
+19%
|
|
|
516
|
Wharton Business Group
Malvern,
Pennsylvania
|
$254K
|
–
|
–
|
–
|
|
|
517
|
Weatherstone Capital Management
Denver,
Colorado
|
$251K
|
-$73.2K
|
-874
|
-23%
|
|
|
518
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$250K
|
-$1.56M
|
-18,664
|
-86%
|
|
|
519
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$247K
|
-$80.7K
|
-964
|
-25%
|
|
|
520
|
Concentrum Wealth Management
San Jose,
California
|
$247K
|
-$9.04K
|
-108
|
-4%
|
|
|
521
|
Bison Wealth
Atlanta,
Georgia
|
$242K
|
+$241K
|
+2,873
|
New
|
|
|
522
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$237K
|
+$236K
|
+2,823
|
New
|
|
|
523
|
United Asset Strategies
Garden City,
New York
|
$236K
|
+$235K
|
+2,809
|
New
|
|
|
524
|
Colorado Capital Management
Boulder,
Colorado
|
$234K
|
-$90K
|
-1,075
|
-28%
|
|
|
525
|
|
$234K
|
+$233K
|
+2,781
|
New
|
|
