|
101
|
|
$223K
|
–
|
–
|
–
|
|
|
102
|
MSI Financial Services
Springfield,
Massachusetts
|
$212K
|
+$75.8K
|
+1,564
|
+56%
|
|
|
103
|
City National Bank
Beverly Hills,
Delaware
|
$205K
|
-$64.6K
|
-1,334
|
-24%
|
|
|
104
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$189K
|
+$189K
|
+3,904
|
New
|
|
|
105
|
Patten Group
Chattanooga,
Tennessee
|
$161K
|
–
|
–
|
–
|
|
|
106
|
American International Group
New York
|
$141K
|
-$10.2K
|
-210
|
-7%
|
|
|
107
|
Advisory Services Network
Atlanta,
Georgia
|
$135K
|
+$84.5K
|
+1,744
|
+165%
|
|
|
108
|
First Interstate Bank
Billings,
Montana
|
$116K
|
+$116K
|
+2,390
|
New
|
|
|
109
|
North Star Investment Management
Chicago,
Illinois
|
$97K
|
–
|
–
|
–
|
|
|
110
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$85K
|
+$68.9K
|
+1,423
|
+431%
|
|
|
111
|
Duncker Streett & Co
St. Louis,
Missouri
|
$80K
|
–
|
–
|
–
|
|
|
112
|
Trust Company
Manhattan,
Kansas
|
$70K
|
+$70.4K
|
+1,453
|
New
|
|
|
113
|
Brown Brothers Harriman & Co
New York
|
$36K
|
+$36.3K
|
+750
|
New
|
|
|
114
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$27K
|
–
|
–
|
–
|
|
|
115
|
WFG Advisors
Dallas,
Texas
|
$25K
|
+$24.7K
|
+510
|
New
|
|
|
116
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$24.8K
|
–
|
–
|
–
|
|
|
117
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
118
|
Evercore Wealth Management
New York
|
$11K
|
+$10.6K
|
+218
|
New
|
|
|
119
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10K
|
-$64K
|
-1,322
|
-86%
|
|
|
120
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
121
|
Focused Wealth Management
Newburgh,
New York
|
$9K
|
+$8.72K
|
+180
|
New
|
|
|
122
|
Crosspoint Capital Strategies
Orinda,
California
|
$8K
|
–
|
–
|
–
|
|
|
123
|
Madden Advisory Services
Jacksonville,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
124
|
Alexandria Capital
Arlington,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
125
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$18M
|
-368,761
|
Closed
|
|
