|
76
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$505K
|
–
|
–
|
–
|
|
|
77
|
Kestra Advisory Services
Austin,
Texas
|
$502K
|
+$37K
|
+491
|
+8%
|
|
|
78
|
Inscription Capital
Houston,
Texas
|
$494K
|
–
|
–
|
–
|
|
|
79
|
Cedarwood Wealth
Highlands Ranch,
Colorado
|
$484K
|
–
|
–
|
–
|
|
|
80
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$472K
|
–
|
–
|
–
|
|
|
81
|
Icon Wealth Advisors
Houston,
Texas
|
$471K
|
+$75
|
+1
|
+0%
|
|
|
82
|
Ameriprise
Minneapolis,
Minnesota
|
$460K
|
-$30K
|
-398
|
-6%
|
|
|
83
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$433K
|
-$424K
|
-5,620
|
-48%
|
|
|
84
|
Kestra Private Wealth Services
Austin,
Texas
|
$430K
|
-$10.2K
|
-135
|
-2%
|
|
|
85
|
Brown Advisory
Baltimore,
Maryland
|
$411K
|
-$1.28K
|
-17
|
-0.3%
|
|
|
86
|
HighTower Advisors
Chicago,
Illinois
|
$409K
|
-$1.66K
|
-22
|
-0.4%
|
|
|
87
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$391K
|
-$14.1K
|
-187
|
-3%
|
|
|
88
|
GTS Securities
Miami,
Florida
|
$390K
|
+$405K
|
+5,380
|
New
|
|
|
89
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$379K
|
+$395K
|
+5,236
|
New
|
|
|
90
|
Mercer Global Advisors
Denver,
Colorado
|
$352K
|
-$168K
|
-2,233
|
-31%
|
|
|
91
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$342K
|
-$5.8K
|
-77
|
-2%
|
|
|
92
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$335K
|
+$349K
|
+4,630
|
New
|
|
|
93
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$331K
|
+$13.9K
|
+185
|
+4%
|
|
|
94
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$326K
|
–
|
–
|
–
|
|
|
95
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$324K
|
-$525K
|
-6,962
|
-61%
|
|
|
96
|
Evernest Financial Advisors
Carmel,
Indiana
|
$321K
|
–
|
–
|
–
|
|
|
97
|
Trust Company of Toledo
Holland,
Ohio
|
$316K
|
+$328K
|
+4,358
|
New
|
|
|
98
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$309K
|
–
|
–
|
–
|
|
|
99
|
Diversified Trust
Memphis,
Tennessee
|
$308K
|
–
|
–
|
–
|
|
|
100
|
Beacon Advisors Holdings
Austin,
Texas
|
$305K
|
-$11.2K
|
-148
|
-3%
|
|
