|
76
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$407K
|
-$15.9K
|
-1,500
|
-4%
|
|
|
77
|
Regency Capital Management
Honolulu,
Hawaii
|
$398K
|
+$350K
|
+33,000
|
New
|
|
|
78
|
Bartlett & Co
Cincinnati,
Ohio
|
$395K
|
–
|
–
|
–
|
|
|
79
|
TIAA FSB
Jacksonville,
Florida
|
$395K
|
–
|
–
|
–
|
|
|
80
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$395K
|
–
|
–
|
–
|
|
|
81
|
CIBC World Market
Toronto,
Ontario, Canada
|
$368K
|
–
|
–
|
–
|
|
|
82
|
Abacus Planning Group
Columbia,
South Carolina
|
$362K
|
–
|
–
|
–
|
|
|
83
|
Barclays
London,
United Kingdom
|
$359K
|
-$37.2K
|
-3,505
|
-11%
|
|
|
84
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$337K
|
–
|
–
|
–
|
|
|
85
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$270K
|
+$21.2K
|
+2,000
|
+10%
|
|
|
86
|
UBS Group
Zurich,
Switzerland
|
$268K
|
+$126K
|
+11,909
|
+116%
|
|
|
87
|
Credit Suisse
Zurich,
Switzerland
|
$252K
|
-$68.2K
|
-6,436
|
-24%
|
|
|
88
|
LPL Financial
San Diego,
California
|
$252K
|
+$221K
|
+20,876
|
New
|
|
|
89
|
Americana Partners
Houston,
Texas
|
$251K
|
+$221K
|
+20,850
|
New
|
|
|
90
|
Cadence Bank NA
Houston,
Texas
|
$249K
|
+$219K
|
+20,671
|
New
|
|
|
91
|
William Blair & Company
Chicago,
Illinois
|
$225K
|
+$12.7K
|
+1,200
|
+7%
|
|
|
92
|
Doliver Advisors
Houston,
Texas
|
$218K
|
+$192K
|
+18,083
|
New
|
|
|
93
|
Truist Financial
Charlotte,
North Carolina
|
$215K
|
–
|
–
|
–
|
|
|
94
|
Icon Wealth Partners
Houston,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
95
|
Russell Investments Group
London,
United Kingdom
|
$203K
|
–
|
–
|
–
|
|
|
96
|
Diversified Trust
Memphis,
Tennessee
|
$202K
|
+$4.11K
|
+388
|
+2%
|
|
|
97
|
SFMG Wealth Advisors
Plano,
Texas
|
$200K
|
–
|
–
|
–
|
|
|
98
|
Osaic Holdings
Scottsdale,
Arizona
|
$183K
|
+$26.1K
|
+2,460
|
+19%
|
|
|
99
|
Lee Financial
Dallas,
Texas
|
$181K
|
–
|
–
|
–
|
|
|
100
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$181K
|
–
|
–
|
–
|
|
