|
51
|
Arlington Trust
Birmingham,
Alabama
|
$163K
|
–
|
–
|
–
|
|
|
52
|
SouthState Corp
Winter Haven,
Florida
|
$162K
|
+$1.12K
|
+45
|
+0.7%
|
|
|
53
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$132K
|
+$130K
|
+5,231
|
New
|
|
|
54
|
Steward Partners Investment Advisory
New York
|
$124K
|
–
|
–
|
–
|
|
|
55
|
Rothschild Investment LLC
Chicago,
Illinois
|
$100K
|
–
|
–
|
–
|
|
|
56
|
D.J. St. Germain
Springfield,
Massachusetts
|
$86.4K
|
+$85.4K
|
+3,429
|
New
|
|
|
57
|
Fidelity Investments
Boston,
Massachusetts
|
$82.7K
|
–
|
–
|
–
|
|
|
58
|
First Command Advisory Services
Fort Worth,
Texas
|
$71.9K
|
+$71K
|
+2,853
|
New
|
|
|
59
|
Private Trust Company
Cleveland,
Ohio
|
$49.4K
|
+$48.8K
|
+1,960
|
New
|
|
|
60
|
Signature Resources Capital Management
Newport Beach,
California
|
$40.8K
|
–
|
–
|
–
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.2K
|
+$37.7K
|
+1,514
|
New
|
|
|
62
|
Balentine LLC
Atlanta,
Georgia
|
$31.6K
|
+$31.2K
|
+1,255
|
New
|
|
|
63
|
Rockefeller Capital Management
New York
|
$30.3K
|
+$29.9K
|
+1,199
|
New
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.1K
|
+$29.7K
|
+1,193
|
New
|
|
|
65
|
Avion Wealth
The Woodlands,
Texas
|
$30K
|
+$29.8K
|
+1,197
|
New
|
|
|
66
|
Creative Financial Designs
Kokomo,
Indiana
|
$25K
|
+$24.7K
|
+991
|
New
|
|
|
67
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18.8K
|
+$18.6K
|
+747
|
New
|
|
|
68
|
AssetMark Inc
Concord,
California
|
$1.71K
|
+$1.69K
|
+68
|
New
|
|
|
69
|
Center for Financial Planning
Southfied,
Michigan
|
$1.59K
|
–
|
–
|
–
|
|
|
70
|
Farther Finance Advisors
San Francisco,
California
|
$303
|
+$299
|
+12
|
New
|
|
|
71
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$1.31M
|
-53,275
|
Closed
|
|
|
72
|
Northern Trust
Chicago,
Illinois
|
–
|
-$1.01M
|
-40,959
|
Closed
|
|
|
73
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$748K
|
-30,356
|
Closed
|
|
|
74
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
–
|
-$431K
|
-17,500
|
Closed
|
|
|
75
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$373K
|
-15,133
|
Closed
|
|
