|
51
|
Crewe Advisors
Salt Lake City,
Utah
|
$459K
|
+$292K
|
+4,824
|
+190%
|
|
|
52
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$448K
|
-$11.2K
|
-186
|
-3%
|
|
|
53
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$434K
|
–
|
–
|
–
|
|
|
54
|
Icon Wealth Advisors
Houston,
Texas
|
$427K
|
+$415K
|
+6,857
|
New
|
|
|
55
|
Inscription Capital
Houston,
Texas
|
$425K
|
–
|
–
|
–
|
|
|
56
|
Northern Trust
Chicago,
Illinois
|
$422K
|
+$73.2K
|
+1,211
|
+22%
|
|
|
57
|
Raymond James Trust
St. Petersburg,
Florida
|
$410K
|
+$63.4K
|
+1,049
|
+19%
|
|
|
58
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$407K
|
-$846
|
-14
|
-0.2%
|
|
|
59
|
Custos Family Office
Austin,
Texas
|
$388K
|
-$44.5K
|
-736
|
-11%
|
|
|
60
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$370K
|
+$267K
|
+4,418
|
+292%
|
|
|
61
|
Maia Wealth
Denver,
Colorado
|
$351K
|
+$354K
|
+5,851
|
New
|
|
|
62
|
Old Mission Capital
Chicago,
Illinois
|
$332K
|
+$322K
|
+5,329
|
New
|
|
|
63
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$332K
|
-$10.2K
|
-168
|
-3%
|
|
|
64
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$332K
|
-$10.2K
|
-168
|
-3%
|
|
|
65
|
Sapient Capital
Indianapolis,
Indiana
|
$330K
|
-$258K
|
-4,267
|
-45%
|
|
|
66
|
IEQ Capital
Foster City,
California
|
$310K
|
+$300K
|
+4,967
|
New
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$303K
|
-$13.6K
|
-225
|
-4%
|
|
|
68
|
Ameriprise
Minneapolis,
Minnesota
|
$295K
|
-$7.07K
|
-117
|
-2%
|
|
|
69
|
Sather Financial Group
Victoria,
Texas
|
$293K
|
-$142K
|
-2,349
|
-33%
|
|
|
70
|
Central Bank & Trust
Lexington,
Kentucky
|
$285K
|
–
|
–
|
–
|
|
|
71
|
Curi RMB Capital
Chicago,
Illinois
|
$270K
|
–
|
–
|
–
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$269K
|
+$42.3K
|
+700
|
+20%
|
|
|
73
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$260K
|
–
|
–
|
–
|
|
|
74
|
Cresset Asset Management
Chicago,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
75
|
Argent Trust Co
Nashville,
Tennessee
|
$252K
|
-$90.3K
|
-1,493
|
-27%
|
|
