|
51
|
Sather Financial Group
Victoria,
Texas
|
$415K
|
–
|
–
|
–
|
|
|
52
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$410K
|
-$89.7K
|
-1,500
|
-18%
|
|
|
53
|
Custos Family Office
Austin,
Texas
|
$410K
|
+$6.04K
|
+101
|
+1%
|
|
|
54
|
Inscription Capital
Houston,
Texas
|
$402K
|
–
|
–
|
–
|
|
|
55
|
Operose Advisors
Milwaukee,
Wisconsin
|
$400K
|
–
|
–
|
–
|
|
|
56
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$388K
|
+$391K
|
+6,548
|
New
|
|
|
57
|
International Assets Investment Management
Orlando,
Florida
|
$352K
|
-$8.49K
|
-142
|
-2%
|
|
|
58
|
Northern Trust
Chicago,
Illinois
|
$328K
|
-$1.05M
|
-17,513
|
-76%
|
|
|
59
|
Raymond James Trust
St. Petersburg,
Florida
|
$326K
|
–
|
–
|
–
|
|
|
60
|
Argent Trust Co
Nashville,
Tennessee
|
$325K
|
+$56.4K
|
+944
|
+21%
|
|
|
61
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$323K
|
-$10.7K
|
-179
|
-3%
|
|
|
62
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$323K
|
-$10.7K
|
-179
|
-3%
|
|
|
63
|
|
$322K
|
-$48.3M
|
-808,403
|
-99%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$300K
|
+$11.1K
|
+186
|
+4%
|
|
|
65
|
Seven Mile Advisory
Ewing,
New Jersey
|
$294K
|
–
|
–
|
–
|
|
|
66
|
Ameriprise
Minneapolis,
Minnesota
|
$286K
|
-$495K
|
-8,283
|
-63%
|
|
|
67
|
Central Bank & Trust
Lexington,
Kentucky
|
$269K
|
+$273K
|
+4,572
|
New
|
|
|
68
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$262K
|
-$9.38K
|
-157
|
-3%
|
|
|
69
|
Curi RMB Capital
Chicago,
Illinois
|
$255K
|
–
|
–
|
–
|
|
|
70
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$246K
|
+$250K
|
+4,174
|
New
|
|
|
71
|
Cresset Asset Management
Chicago,
Illinois
|
$238K
|
-$214K
|
-3,576
|
-47%
|
|
|
72
|
|
$224K
|
–
|
–
|
–
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$215K
|
+$190K
|
+3,173
|
+791%
|
|
|
74
|
Indie Asset Partners
Carmel,
Indiana
|
$215K
|
+$218K
|
+3,649
|
New
|
|
|
75
|
NewEdge Advisors
New Orleans,
Louisiana
|
$191K
|
–
|
–
|
–
|
|
