|
101
|
City National Bank
Beverly Hills,
Delaware
|
$252K
|
+$249K
|
+5,011
|
New
|
|
|
102
|
AllSquare Wealth Management
Albany,
New York
|
$250K
|
-$26.3K
|
-530
|
-10%
|
|
|
103
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$243K
|
+$240K
|
+4,825
|
New
|
|
|
104
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$236K
|
–
|
–
|
–
|
|
|
105
|
Noven Financial Group
Denver,
Colorado
|
$234K
|
-$53.4K
|
-1,074
|
-19%
|
|
|
106
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$226K
|
-$17.4K
|
-350
|
-7%
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$226K
|
-$17K
|
-342
|
-7%
|
|
|
108
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$216K
|
+$212K
|
+4,265
|
New
|
|
|
109
|
Peregrine Asset Advisers
Portland,
Oregon
|
$209K
|
-$12.1K
|
-244
|
-6%
|
|
|
110
|
Coastline Trust
Providence,
Rhode Island
|
$202K
|
+$200K
|
+4,020
|
New
|
|
|
111
|
Northeast Financial Consultants
Westport,
Connecticut
|
$201K
|
+$199K
|
+4,000
|
New
|
|
|
112
|
Joel Isaacson & Co
New York
|
$193K
|
–
|
–
|
–
|
|
|
113
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$184K
|
+$182K
|
+3,669
|
New
|
|
|
114
|
D.A. Davidson & Co
Great Falls,
Montana
|
$176K
|
-$222K
|
-4,468
|
-56%
|
|
|
115
|
US Bancorp
Minneapolis,
Minnesota
|
$172K
|
+$5.22K
|
+105
|
+3%
|
|
|
116
|
Acropolis Investment Management
St. Louis,
Missouri
|
$165K
|
–
|
–
|
–
|
|
|
117
|
|
$138K
|
+$71.1K
|
+1,430
|
+110%
|
|
|
118
|
MSI Financial Services
Springfield,
Massachusetts
|
$132K
|
+$111K
|
+2,242
|
+584%
|
|
|
119
|
Victory Capital Management
San Antonio,
Texas
|
$120K
|
+$18.4K
|
+370
|
+18%
|
|
|
120
|
Parsons Capital Management
Providence,
Rhode Island
|
$110K
|
+$108K
|
+2,175
|
New
|
|
|
121
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$109K
|
–
|
–
|
–
|
|
|
122
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$98K
|
–
|
–
|
–
|
|
|
123
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$95K
|
–
|
–
|
–
|
|
|
124
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$92K
|
-$49.7K
|
-1,000
|
-35%
|
|
|
125
|
Westport Resources Management
Westport,
Connecticut
|
$77K
|
+$497
|
+10
|
+0.7%
|
|
