|
76
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$515K
|
+$5.76K
|
+76
|
+1%
|
|
|
77
|
Wealthspire Advisors (New York)
New York
|
$489K
|
–
|
–
|
–
|
|
|
78
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$478K
|
-$40.6K
|
-536
|
-8%
|
|
|
79
|
Icon Wealth Advisors
Houston,
Texas
|
$474K
|
+$12.3K
|
+163
|
+3%
|
|
|
80
|
Innealta Capital
Austin,
Texas
|
$463K
|
-$592K
|
-7,817
|
-58%
|
|
|
81
|
Richardson Financial Services
Medway,
Massachusetts
|
$462K
|
-$117K
|
-1,541
|
-21%
|
|
|
82
|
Brown Brothers Harriman & Co
New York
|
$459K
|
+$287K
|
+3,790
|
+200%
|
|
|
83
|
Vanguard Group
Malvern,
Pennsylvania
|
$442K
|
-$58.1K
|
-767
|
-12%
|
|
|
84
|
IEQ Capital
Foster City,
California
|
$434K
|
+$407K
|
+5,378
|
New
|
|
|
85
|
US Bancorp
Minneapolis,
Minnesota
|
$428K
|
+$271K
|
+3,582
|
+209%
|
|
|
86
|
CVA Family Office
Denver,
Colorado
|
$419K
|
–
|
–
|
–
|
|
|
87
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$414K
|
-$100K
|
-1,320
|
-20%
|
|
|
88
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$408K
|
+$97.8K
|
+1,291
|
+34%
|
|
|
89
|
Cloud Capital Management
Seattle,
Washington
|
$405K
|
-$101K
|
-1,336
|
-21%
|
|
|
90
|
Maia Wealth
Denver,
Colorado
|
$391K
|
+$62.3K
|
+822
|
+20%
|
|
|
91
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$386K
|
+$96.5K
|
+1,274
|
+36%
|
|
|
92
|
Pathstone Holdings
Englewood,
New Jersey
|
$382K
|
-$111K
|
-1,464
|
-24%
|
|
|
93
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$371K
|
+$128K
|
+1,687
|
+58%
|
|
|
94
|
NewEdge Advisors
New Orleans,
Louisiana
|
$352K
|
-$1.21K
|
-16
|
-0.4%
|
|
|
95
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$351K
|
+$31.4K
|
+414
|
+11%
|
|
|
96
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$350K
|
-$141K
|
-1,857
|
-30%
|
|
|
97
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
98
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$336K
|
–
|
–
|
–
|
|
|
99
|
Northern Trust
Chicago,
Illinois
|
$334K
|
-$20.7K
|
-273
|
-6%
|
|
|
100
|
Curi RMB Capital
Chicago,
Illinois
|
$325K
|
+$305K
|
+4,026
|
New
|
|
