|
101
|
BOK Financial
Tulsa,
Oklahoma
|
$50K
|
+$2.09K
|
+627
|
+3%
|
|
|
102
|
Fulton Bank
Lancaster,
Pennsylvania
|
$50K
|
+$23.1K
|
+6,940
|
+47%
|
|
|
103
|
Nelson Capital Management
Menlo Park,
California
|
$49K
|
–
|
–
|
–
|
|
|
104
|
D.A. Davidson & Co
Great Falls,
Montana
|
$47K
|
+$16.3K
|
+4,877
|
+31%
|
|
|
105
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$44K
|
–
|
–
|
–
|
|
|
106
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$44K
|
+$27K
|
+8,109
|
+73%
|
|
|
107
|
Geode Capital Management
Boston,
Massachusetts
|
$43K
|
-$89.6K
|
-26,896
|
-59%
|
|
|
108
|
BSW Wealth Partners
Boulder,
Colorado
|
$43K
|
+$6.14K
|
+1,843
|
+11%
|
|
|
109
|
IFP Advisors
Tampa,
Florida
|
$42K
|
+$4.42K
|
+1,327
|
+8%
|
|
|
110
|
TownSquare Capital
Provo,
Utah
|
$38K
|
–
|
–
|
–
|
|
|
111
|
Eaton Vance Management
Boston,
Massachusetts
|
$36K
|
+$51.9K
|
+15,574
|
New
|
|
|
112
|
Sage Rhino Capital
Menlo Park,
California
|
$35K
|
+$50.6K
|
+15,184
|
New
|
|
|
113
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$35K
|
+$52.8K
|
+15,841
|
New
|
|
|
114
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$34K
|
+$2.43K
|
+730
|
+5%
|
|
|
115
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
116
|
Parallel Advisors
San Francisco,
California
|
$33K
|
+$1.8K
|
+539
|
+4%
|
|
|
117
|
Transform Wealth
Greenwood Village,
Colorado
|
$32K
|
–
|
–
|
–
|
|
|
118
|
Raymond James Trust
St. Petersburg,
Florida
|
$32K
|
+$46.8K
|
+14,039
|
New
|
|
|
119
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$31K
|
-$299K
|
-89,863
|
-87%
|
|
|
120
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$31K
|
–
|
–
|
–
|
|
|
121
|
RDA Financial Network
Akron,
Iowa
|
$31K
|
–
|
–
|
–
|
|
|
122
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$31K
|
+$4.04K
|
+1,211
|
+10%
|
|
|
123
|
|
$30K
|
-$1.36M
|
-409,063
|
-97%
|
|
|
124
|
CPWM LLC
Seattle,
Washington
|
$30K
|
–
|
–
|
–
|
|
|
125
|
Scotia Capital
Toronto,
Ontario, Canada
|
$30K
|
+$43.1K
|
+12,924
|
New
|
|
