|
301
|
Advisory Services Network
Atlanta,
Georgia
|
$163K
|
+$156K
|
+8,284
|
New
|
|
|
302
|
SEI Investments
Oaks,
Pennsylvania
|
$162K
|
–
|
–
|
–
|
|
|
303
|
Evercore Wealth Management
New York
|
$158K
|
-$67.8K
|
-3,600
|
-31%
|
|
|
304
|
AllSquare Wealth Management
Albany,
New York
|
$158K
|
–
|
–
|
–
|
|
|
305
|
Whittier Trust
South Pasadena,
California
|
$151K
|
–
|
–
|
–
|
|
|
306
|
ArchPoint Investors
Coral Gables,
Florida
|
$144K
|
+$138K
|
+7,326
|
New
|
|
|
307
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$134K
|
-$125K
|
-6,648
|
-49%
|
|
|
308
|
Rockefeller Financial Services
New York
|
$129K
|
-$226K
|
-12,000
|
-65%
|
|
|
309
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$126K
|
–
|
–
|
–
|
|
|
310
|
Atwood & Palmer
Kansas City,
Missouri
|
$122K
|
–
|
–
|
–
|
|
|
311
|
|
$111K
|
+$33K
|
+1,750
|
+45%
|
|
|
312
|
Capital Guardian Trust
Los Angeles,
California
|
$101K
|
-$332K
|
-17,600
|
-78%
|
|
|
313
|
First Horizon Advisors
Memphis,
Tennessee
|
$99K
|
+$31.8K
|
+1,688
|
+50%
|
|
|
314
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$95K
|
-$35K
|
-1,857
|
-28%
|
|
|
315
|
Envestnet Asset Management
Chicago,
Illinois
|
$92K
|
+$35.5K
|
+1,887
|
+68%
|
|
|
316
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$87K
|
+$20.7K
|
+1,101
|
+33%
|
|
|
317
|
WealthPLAN Partners
Omaha,
Nebraska
|
$82.1K
|
+$81K
|
+4,301
|
New
|
|
|
318
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$79K
|
–
|
–
|
–
|
|
|
319
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$71K
|
+$151
|
+8
|
+0.2%
|
|
|
320
|
WhitTier Trust Company
Reno,
Nevada
|
$71K
|
+$67.8K
|
+3,600
|
New
|
|
|
321
|
Shamrock Asset Management
Dallas,
Texas
|
$69K
|
–
|
–
|
–
|
|
|
322
|
Sonora Investment Management
Tucson,
Arizona
|
$63.1K
|
+$5.65K
|
+300
|
+10%
|
|
|
323
|
YorkBridge Wealth Partners
New York
|
$59K
|
+$6.25K
|
+332
|
+12%
|
|
|
324
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$58K
|
–
|
–
|
–
|
|
|
325
|
Parallel Advisors
San Francisco,
California
|
$51K
|
+$47.5K
|
+2,524
|
+901%
|
|
