|
51
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$479K
|
–
|
–
|
–
|
|
|
52
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$441K
|
+$50.3K
|
+957
|
+14%
|
|
|
53
|
Custos Family Office
Austin,
Texas
|
$427K
|
-$30.6K
|
-582
|
-7%
|
|
|
54
|
Cresset Asset Management
Chicago,
Illinois
|
$391K
|
-$24.3K
|
-463
|
-6%
|
|
|
55
|
Inscription Capital
Houston,
Texas
|
$386K
|
–
|
–
|
–
|
|
|
56
|
Icon Wealth Advisors
Houston,
Texas
|
$369K
|
+$343K
|
+6,526
|
New
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$362K
|
+$95.6K
|
+1,819
|
+40%
|
|
|
58
|
International Assets Investment Management
Orlando,
Florida
|
$346K
|
+$321K
|
+6,115
|
New
|
|
|
59
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$342K
|
-$243K
|
-4,621
|
-43%
|
|
|
60
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$342K
|
-$243K
|
-4,621
|
-43%
|
|
|
61
|
Fidelity Investments
Boston,
Massachusetts
|
$323K
|
+$64.7K
|
+1,230
|
+27%
|
|
|
62
|
Raymond James Trust
St. Petersburg,
Florida
|
$313K
|
+$19.5K
|
+370
|
+7%
|
|
|
63
|
Argent Trust Co
Nashville,
Tennessee
|
$285K
|
-$144K
|
-2,734
|
-35%
|
|
|
64
|
Kestra Private Wealth Services
Austin,
Texas
|
$280K
|
+$52.3K
|
+995
|
+25%
|
|
|
65
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$278K
|
+$258K
|
+4,905
|
New
|
|
|
66
|
Seven Mile Advisory
Ewing,
New Jersey
|
$263K
|
+$18.3K
|
+348
|
+8%
|
|
|
67
|
MML Investors Services
Springfield,
Massachusetts
|
$260K
|
-$69.8K
|
-1,328
|
-22%
|
|
|
68
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$260K
|
+$2K
|
+38
|
+0.8%
|
|
|
69
|
Prelude Capital Management
New York
|
$259K
|
+$240K
|
+4,570
|
New
|
|
|
70
|
Curi RMB Capital
Chicago,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
71
|
Syon Capital
San Francisco,
California
|
$228K
|
+$212K
|
+4,037
|
New
|
|
|
72
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$213K
|
-$10.5K
|
-199
|
-5%
|
|
|
73
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$204K
|
+$190K
|
+3,606
|
New
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$199K
|
+$14.2K
|
+271
|
+8%
|
|
|
75
|
Cooksen Wealth
The Woodlands,
Texas
|
$191K
|
+$177K
|
+3,375
|
New
|
|
