|
301
|
Truist Financial
Charlotte,
North Carolina
|
$174K
|
–
|
–
|
–
|
|
|
302
|
Evercore Wealth Management
New York
|
$139K
|
–
|
–
|
–
|
|
|
303
|
AllSquare Wealth Management
Albany,
New York
|
$139K
|
+$140K
|
+8,000
|
New
|
|
|
304
|
PEAK6 Group
Chicago,
Illinois
|
$134K
|
+$134K
|
+7,684
|
New
|
|
|
305
|
Whittier Trust
South Pasadena,
California
|
$133K
|
–
|
–
|
–
|
|
|
306
|
Central Trust Company
Jefferson City,
Missouri
|
$130K
|
–
|
–
|
–
|
|
|
307
|
American Financial Network Advisory Services
Calabasas,
California
|
$119K
|
+$120K
|
+6,835
|
New
|
|
|
308
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$115K
|
+$2.05K
|
+117
|
+2%
|
|
|
309
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$111K
|
–
|
–
|
–
|
|
|
310
|
Atwood & Palmer
Kansas City,
Missouri
|
$108K
|
–
|
–
|
–
|
|
|
311
|
Advisory Services Network
Atlanta,
Georgia
|
$104K
|
-$59K
|
-3,373
|
-36%
|
|
|
312
|
Capital Bank & Trust
Irvine,
California
|
$89K
|
–
|
–
|
–
|
|
|
313
|
First Horizon Advisors
Memphis,
Tennessee
|
$88K
|
–
|
–
|
–
|
|
|
314
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$83.4K
|
-$35K
|
-2,000
|
-29%
|
|
|
315
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$83K
|
–
|
–
|
–
|
|
|
316
|
Envestnet Asset Management
Chicago,
Illinois
|
$79K
|
+$10.8K
|
+616
|
+16%
|
|
|
317
|
Sonora Investment Management
Tucson,
Arizona
|
$73K
|
–
|
–
|
–
|
|
|
318
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$70K
|
–
|
–
|
–
|
|
|
319
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$68K
|
-$8.8K
|
-503
|
-11%
|
|
|
320
|
WhitTier Trust Company
Reno,
Nevada
|
$63K
|
–
|
–
|
–
|
|
|
321
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$63K
|
+$157
|
+9
|
+0.2%
|
|
|
322
|
Shamrock Asset Management
Dallas,
Texas
|
$61K
|
–
|
–
|
–
|
|
|
323
|
Perigon Wealth Management
San Francisco,
California
|
$56K
|
+$56K
|
+3,200
|
New
|
|
|
324
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$49K
|
+$15.7K
|
+900
|
+47%
|
|
|
325
|
Bogart Wealth LLC
Mclean,
Virginia
|
$49K
|
+$48.3K
|
+2,760
|
New
|
|
