|
301
|
Evercore Wealth Management
New York
|
$144K
|
–
|
–
|
–
|
|
|
302
|
Whittier Trust
South Pasadena,
California
|
$138K
|
–
|
–
|
–
|
|
|
303
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$122K
|
–
|
–
|
–
|
|
|
304
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$114K
|
+$77.5K
|
+4,353
|
+227%
|
|
|
305
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$113K
|
–
|
–
|
–
|
|
|
306
|
Atwood & Palmer
Kansas City,
Missouri
|
$111K
|
–
|
–
|
–
|
|
|
307
|
Penserra Capital Management
Orinda,
California
|
$106K
|
+$105K
|
+5,925
|
New
|
|
|
308
|
Rockefeller Financial Services
New York
|
$105K
|
-$12.5K
|
-700
|
-11%
|
|
|
309
|
Capital Bank & Trust
Irvine,
California
|
$92K
|
+$90.8K
|
+5,104
|
New
|
|
|
310
|
First Horizon Advisors
Memphis,
Tennessee
|
$91K
|
–
|
–
|
–
|
|
|
311
|
NewEdge Advisors
New Orleans,
Louisiana
|
$89.3K
|
+$89K
|
+5,002
|
New
|
|
|
312
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$86K
|
–
|
–
|
–
|
|
|
313
|
Synovus Financial
Columbus,
Georgia
|
$83K
|
+$64.6K
|
+3,630
|
+363%
|
|
|
314
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$79K
|
–
|
–
|
–
|
|
|
315
|
Sonora Investment Management
Tucson,
Arizona
|
$75.4K
|
+$17.8K
|
+1,000
|
+31%
|
|
|
316
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$72K
|
–
|
–
|
–
|
|
|
317
|
Envestnet Asset Management
Chicago,
Illinois
|
$71K
|
-$13K
|
-733
|
-16%
|
|
|
318
|
WhitTier Trust Company
Reno,
Nevada
|
$65K
|
–
|
–
|
–
|
|
|
319
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$65K
|
+$160
|
+9
|
+0.2%
|
|
|
320
|
Shamrock Asset Management
Dallas,
Texas
|
$63K
|
–
|
–
|
–
|
|
|
321
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$52K
|
+$51.8K
|
+2,910
|
New
|
|
|
322
|
Parallel Advisors
San Francisco,
California
|
$50K
|
+$534
|
+30
|
+1%
|
|
|
323
|
Acrospire Investment Management
Chicago,
Illinois
|
$48K
|
+$30.2K
|
+1,700
|
+172%
|
|
|
324
|
YorkBridge Wealth Partners
New York
|
$46K
|
-$11.5K
|
-648
|
-20%
|
|
|
325
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$46K
|
-$6.64K
|
-373
|
-13%
|
|
