|
101
|
Fiduciary Trust
Boston,
Massachusetts
|
$264K
|
-$12.1K
|
-375
|
-4%
|
|
|
102
|
First Pacific Financial
Vancouver,
Washington
|
$260K
|
-$47.4K
|
-1,467
|
-14%
|
|
|
103
|
|
$256K
|
-$110K
|
-3,396
|
-28%
|
|
|
104
|
Freestone Capital Holdings
Seattle,
Washington
|
$252K
|
+$281K
|
+8,682
|
New
|
|
|
105
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$248K
|
-$68.9K
|
-2,130
|
-20%
|
|
|
106
|
CIBC World Market
Toronto,
Ontario, Canada
|
$241K
|
–
|
–
|
–
|
|
|
107
|
Avior Wealth Management
Omaha,
Nebraska
|
$239K
|
-$3.49K
|
-108
|
-1%
|
|
|
108
|
Highland Private Wealth Management
Bellevue,
Washington
|
$237K
|
–
|
–
|
–
|
|
|
109
|
Diversified Trust
Memphis,
Tennessee
|
$230K
|
–
|
–
|
–
|
|
|
110
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$228K
|
-$6.5K
|
-201
|
-2%
|
|
|
111
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$222K
|
+$248K
|
+7,656
|
New
|
|
|
112
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$214K
|
+$5.82K
|
+180
|
+3%
|
|
|
113
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$213K
|
-$2.23K
|
-69
|
-0.9%
|
|
|
114
|
NorthRock Partners
Minneapolis,
Minnesota
|
$205K
|
+$228K
|
+7,053
|
New
|
|
|
115
|
Pacific Center for Financial Services
San Ramon,
California
|
$181K
|
+$388
|
+12
|
+0.2%
|
|
|
116
|
Tortoise Investment Management
White Plains,
New York
|
$163K
|
–
|
–
|
–
|
|
|
117
|
Operose Advisors
Milwaukee,
Wisconsin
|
$147K
|
+$679
|
+21
|
+0.4%
|
|
|
118
|
UMB Bank
Kansas City,
Missouri
|
$136K
|
–
|
–
|
–
|
|
|
119
|
AssetMark Inc
Concord,
California
|
$133K
|
+$20.7K
|
+639
|
+16%
|
|
|
120
|
Private Trust Company
Cleveland,
Ohio
|
$132K
|
-$17.2K
|
-531
|
-10%
|
|
|
121
|
4Thought Financial Group
Syosset,
New York
|
$127K
|
-$388
|
-12
|
-0.3%
|
|
|
122
|
Selective Wealth Management
Forest,
Virginia
|
$127K
|
+$35.2K
|
+1,089
|
+33%
|
|
|
123
|
Fidelity Investments
Boston,
Massachusetts
|
$123K
|
+$30.6K
|
+945
|
+29%
|
|
|
124
|
Horan Securities
Cincinnati,
United States
|
$122K
|
+$136K
|
+4,215
|
New
|
|
|
125
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$112K
|
–
|
–
|
–
|
|
