|
101
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$493K
|
–
|
–
|
–
|
|
|
102
|
Capital One National Association
New York
|
$469K
|
+$455K
|
+6,827
|
New
|
|
|
103
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$467K
|
–
|
–
|
–
|
|
|
104
|
Vicus Capital
State College,
Pennsylvania
|
$464K
|
+$23.5K
|
+352
|
+6%
|
|
|
105
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$449K
|
+$53.8K
|
+808
|
+14%
|
|
|
106
|
Anfield Capital Management
Irvine,
California
|
$447K
|
+$433K
|
+6,493
|
New
|
|
|
107
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$445K
|
-$4.33K
|
-65
|
-1%
|
|
|
108
|
Sand Hill Global Advisors
Palo Alto,
California
|
$444K
|
–
|
–
|
–
|
|
|
109
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$438K
|
+$106K
|
+1,590
|
+33%
|
|
|
110
|
Raymond James Trust
St. Petersburg,
Florida
|
$421K
|
+$68.1K
|
+1,022
|
+20%
|
|
|
111
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$420K
|
–
|
–
|
–
|
|
|
112
|
Legacy Financial Advisors
Covington,
Kentucky
|
$419K
|
+$35.8K
|
+538
|
+10%
|
|
|
113
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$416K
|
+$8.66K
|
+130
|
+2%
|
|
|
114
|
Truist Financial
Charlotte,
North Carolina
|
$385K
|
+$373K
|
+5,605
|
New
|
|
|
115
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$380K
|
-$79.3K
|
-1,190
|
-18%
|
|
|
116
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$374K
|
+$363K
|
+5,442
|
New
|
|
|
117
|
Fort Point Capital Partners
San Francisco,
California
|
$373K
|
–
|
–
|
–
|
|
|
118
|
WealthSource Partners
San Luis Obispo,
California
|
$372K
|
+$361K
|
+5,416
|
New
|
|
|
119
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$364K
|
–
|
–
|
–
|
|
|
120
|
Community Bank
Dewitt,
New York
|
$361K
|
-$3.33K
|
-50
|
-0.9%
|
|
|
121
|
PDS Planning
Dublin,
Ohio
|
$359K
|
+$2.4K
|
+36
|
+0.7%
|
|
|
122
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$358K
|
+$184K
|
+2,764
|
+113%
|
|
|
123
|
Bigelow Investment Advisors
Portland,
Maine
|
$350K
|
+$11K
|
+165
|
+3%
|
|
|
124
|
Cobblestone Capital Advisors
Rochester,
New York
|
$350K
|
+$13.3K
|
+200
|
+4%
|
|
|
125
|
US Bancorp
Minneapolis,
Minnesota
|
$345K
|
–
|
–
|
–
|
|
