|
101
|
|
$231K
|
–
|
–
|
–
|
|
|
102
|
M&T Bank
Buffalo,
New York
|
$230K
|
-$3.6K
|
-75
|
-2%
|
|
|
103
|
Freedom Investment Management
Hartford,
Connecticut
|
$224K
|
-$21.4K
|
-447
|
-9%
|
|
|
104
|
Anfield Capital Management
Irvine,
California
|
$216K
|
-$2.1M
|
-43,847
|
-91%
|
|
|
105
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$215K
|
-$960
|
-20
|
-0.5%
|
|
|
106
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214K
|
+$44.4K
|
+925
|
+27%
|
|
|
107
|
Creative Planning
Overland Park,
Kansas
|
$205K
|
+$201K
|
+4,188
|
New
|
|
|
108
|
Franklin Resources
San Mateo,
California
|
$167K
|
-$50.9K
|
-1,060
|
-24%
|
|
|
109
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$167K
|
–
|
–
|
–
|
|
|
110
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$164K
|
+$28.1K
|
+586
|
+21%
|
|
|
111
|
Rockefeller Capital Management
New York
|
$147K
|
-$256K
|
-5,335
|
-64%
|
|
|
112
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$139K
|
+$136K
|
+2,833
|
New
|
|
|
113
|
Fidelity Investments
Boston,
Massachusetts
|
$116K
|
+$35.1K
|
+732
|
+45%
|
|
|
114
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$115K
|
+$114K
|
+2,367
|
New
|
|
|
115
|
Brown Brothers Harriman & Co
New York
|
$113K
|
-$4.17K
|
-87
|
-4%
|
|
|
116
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$90K
|
+$8.49K
|
+177
|
+11%
|
|
|
117
|
Bourgeon Capital Management
Darien,
Connecticut
|
$72K
|
–
|
–
|
–
|
|
|
118
|
Schroder Investment Management Group
London,
United Kingdom
|
$66K
|
+$12K
|
+250
|
+23%
|
|
|
119
|
Advisory Services Network
Atlanta,
Georgia
|
$60K
|
+$58.5K
|
+1,220
|
New
|
|
|
120
|
Liberty Wealth Management
Oakland,
California
|
$57K
|
-$18.8K
|
-391
|
-25%
|
|
|
121
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$50K
|
–
|
–
|
–
|
|
|
122
|
Atlas Private Wealth Management
Albany,
New York
|
$45K
|
–
|
–
|
–
|
|
|
123
|
US Bancorp
Minneapolis,
Minnesota
|
$44K
|
-$3.41K
|
-71
|
-7%
|
|
|
124
|
Cordasco Financial Network
Naples,
Florida
|
$43K
|
–
|
–
|
–
|
|
|
125
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$40K
|
-$136K
|
-2,831
|
-77%
|
|
