|
101
|
SVB Wealth
Boston,
Massachusetts
|
$1.18M
|
-$81K
|
-1,825
|
-7%
|
|
|
102
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.17M
|
-$114K
|
-2,566
|
-9%
|
|
|
103
|
Kendall Capital Management
Rockville,
Maryland
|
$1.1M
|
+$85.5K
|
+1,928
|
+9%
|
|
|
104
|
William Blair & Company
Chicago,
Illinois
|
$1.1M
|
+$824K
|
+18,583
|
+350%
|
|
|
105
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.09M
|
+$38.3K
|
+864
|
+4%
|
|
|
106
|
KeyBank National Association
Cleveland,
Ohio
|
$1.09M
|
-$74.2K
|
-1,672
|
-7%
|
|
|
107
|
Fiducient Advisors
Chicago,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
108
|
Comerica Bank
Dallas,
Texas
|
$1.02M
|
-$158K
|
-3,572
|
-14%
|
|
|
109
|
Clune & Associates
Chicago,
Illinois
|
$1M
|
+$145K
|
+3,260
|
+18%
|
|
|
110
|
BOK Financial
Tulsa,
Oklahoma
|
$965K
|
-$69.3K
|
-1,562
|
-7%
|
|
|
111
|
Choreo LLC
Rockford,
Illinois
|
$933K
|
+$298K
|
+6,728
|
+50%
|
|
|
112
|
Kestra Advisory Services
Austin,
Texas
|
$909K
|
-$94.6K
|
-2,133
|
-10%
|
|
|
113
|
Garrison Point Advisors
Walnut Creek,
California
|
$899K
|
+$21.6K
|
+486
|
+3%
|
|
|
114
|
Beam Wealth Advisors
Covington,
Louisiana
|
$888K
|
-$91.9K
|
-2,071
|
-10%
|
|
|
115
|
Insigneo Advisory Services
Miami,
Florida
|
$875K
|
-$46.2K
|
-1,042
|
-5%
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$871K
|
+$111K
|
+2,506
|
+15%
|
|
|
117
|
|
$831K
|
+$665K
|
+15,000
|
+479%
|
|
|
118
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$825K
|
–
|
–
|
–
|
|
|
119
|
Beacon Advisors Holdings
Austin,
Texas
|
$819K
|
+$793K
|
+17,870
|
New
|
|
|
120
|
EP Wealth Advisors
Torrance,
California
|
$813K
|
+$787K
|
+17,736
|
New
|
|
|
121
|
Busey Bank
Urbana,
Illinois
|
$803K
|
–
|
–
|
–
|
|
|
122
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$765K
|
-$14K
|
-315
|
-2%
|
|
|
123
|
GAMCO Investors
Greenwich,
Connecticut
|
$757K
|
-$49.2K
|
-1,110
|
-6%
|
|
|
124
|
Osaic Holdings
Scottsdale,
Arizona
|
$756K
|
-$766K
|
-17,259
|
-51%
|
|
|
125
|
Douglass Winthrop Advisors
New York
|
$755K
|
+$38.9K
|
+877
|
+6%
|
|
