|
201
|
Commerce Bank
Kansas City,
Missouri
|
$229K
|
–
|
–
|
–
|
|
|
202
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$229K
|
+$280K
|
+5,008
|
New
|
|
|
203
|
Steward Partners Investment Advisory
New York
|
$228K
|
+$43.1K
|
+770
|
+18%
|
|
|
204
|
Raymond James Trust
St. Petersburg,
Florida
|
$227K
|
-$63.1K
|
-1,128
|
-19%
|
|
|
205
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$227K
|
+$17.9K
|
+320
|
+7%
|
|
|
206
|
Tiedemann Advisors
New York
|
$224K
|
-$3.25K
|
-58
|
-1%
|
|
|
207
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$217K
|
+$10.6K
|
+190
|
+5%
|
|
|
208
|
Simon Quick Advisors
Morristown,
New Jersey
|
$217K
|
+$266K
|
+4,744
|
New
|
|
|
209
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$211K
|
+$784
|
+14
|
+0.3%
|
|
|
210
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$210K
|
-$4.81K
|
-86
|
-2%
|
|
|
211
|
1ST Source Bank
South Bend,
Indiana
|
$200K
|
-$1.01K
|
-18
|
-0.4%
|
|
|
212
|
Cordant Inc
Portland,
Oregon
|
$194K
|
–
|
–
|
–
|
|
|
213
|
Clearstead Advisors
Cleveland,
Ohio
|
$183K
|
–
|
–
|
–
|
|
|
214
|
Colorado Capital Management
Boulder,
Colorado
|
$172K
|
–
|
–
|
–
|
|
|
215
|
|
$167K
|
+$204K
|
+3,644
|
New
|
|
|
216
|
North Star Investment Management
Chicago,
Illinois
|
$156K
|
–
|
–
|
–
|
|
|
217
|
Private Capital Group
West Hartford,
Connecticut
|
$153K
|
–
|
–
|
–
|
|
|
218
|
Synovus Financial
Columbus,
Georgia
|
$147K
|
+$68K
|
+1,214
|
+60%
|
|
|
219
|
Security National Trust
Wheeling,
West Virginia
|
$137K
|
–
|
–
|
–
|
|
|
220
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$125K
|
–
|
–
|
–
|
|
|
221
|
CVA Family Office
Denver,
Colorado
|
$124K
|
+$151K
|
+2,704
|
New
|
|
|
222
|
Geneos Wealth Management
Englewood,
Colorado
|
$117K
|
-$13.4K
|
-240
|
-9%
|
|
|
223
|
American Portfolios Advisors
Holbrook,
New York
|
$95.9K
|
–
|
–
|
–
|
|
|
224
|
HC Financial Advisors
Lafayette,
California
|
$95K
|
+$116K
|
+2,064
|
New
|
|
|
225
|
Bartlett & Co
Cincinnati,
Ohio
|
$92K
|
+$112K
|
+2,000
|
New
|
|
