|
101
|
D.J. St. Germain
Springfield,
Massachusetts
|
$541K
|
+$122K
|
+2,515
|
+29%
|
|
|
102
|
Harvest Capital Management
Concord,
New Hampshire
|
$530K
|
+$42.5K
|
+875
|
+9%
|
|
|
103
|
Truepoint Inc
Cincinnati,
Ohio
|
$493K
|
+$3.84K
|
+79
|
+0.8%
|
|
|
104
|
ClearBridge Investments
New York
|
$483K
|
–
|
–
|
–
|
|
|
105
|
|
$470K
|
–
|
–
|
–
|
|
|
106
|
NWAM LLC
Mercer Island,
Washington
|
$461K
|
–
|
–
|
–
|
|
|
107
|
US Bancorp
Minneapolis,
Minnesota
|
$459K
|
+$18.7K
|
+386
|
+4%
|
|
|
108
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$459K
|
+$36.4K
|
+750
|
+9%
|
|
|
109
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$413K
|
+$160K
|
+3,284
|
+63%
|
|
|
110
|
Evercore Wealth Management
New York
|
$377K
|
–
|
–
|
–
|
|
|
111
|
First Trust Advisors
Wheaton,
Illinois
|
$369K
|
+$3.93K
|
+81
|
+1%
|
|
|
112
|
UMB Bank
Kansas City,
Missouri
|
$350K
|
-$14.6K
|
-300
|
-4%
|
|
|
113
|
Comerica Bank
Dallas,
Texas
|
$344K
|
+$7.58K
|
+156
|
+2%
|
|
|
114
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$341K
|
–
|
–
|
–
|
|
|
115
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$329K
|
+$777
|
+16
|
+0.2%
|
|
|
116
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$328K
|
-$31.5K
|
-649
|
-9%
|
|
|
117
|
LVW Advisors
Pittsford,
New York
|
$318K
|
+$194
|
+4
|
+0.1%
|
|
|
118
|
Country Trust Bank
Bloomington,
Illinois
|
$313K
|
+$312K
|
+6,427
|
New
|
|
|
119
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$311K
|
–
|
–
|
–
|
|
|
120
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$311K
|
+$309K
|
+6,362
|
New
|
|
|
121
|
Bank of New York Mellon
New York
|
$310K
|
-$4.53M
|
-93,271
|
-94%
|
|
|
122
|
Creative Planning
Overland Park,
Kansas
|
$310K
|
+$2.77K
|
+57
|
+0.9%
|
|
|
123
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$304K
|
–
|
–
|
–
|
|
|
124
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$304K
|
–
|
–
|
–
|
|
|
125
|
Old Mission Capital
Chicago,
Illinois
|
$298K
|
+$298K
|
+6,126
|
New
|
|
