|
201
|
Raymond James Trust
St. Petersburg,
Florida
|
$208K
|
+$3.1K
|
+60
|
+1%
|
|
|
202
|
Cadence Bank NA
Houston,
Texas
|
$204K
|
–
|
–
|
–
|
|
|
203
|
Clearstead Advisors
Cleveland,
Ohio
|
$204K
|
–
|
–
|
–
|
|
|
204
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$203K
|
-$7.55K
|
-146
|
-4%
|
|
|
205
|
Steward Partners Investment Advisory
New York
|
$201K
|
-$47.1K
|
-910
|
-19%
|
|
|
206
|
Rockefeller Capital Management
New York
|
$188K
|
-$203K
|
-3,918
|
-52%
|
|
|
207
|
North Star Investment Management
Chicago,
Illinois
|
$173K
|
–
|
–
|
–
|
|
|
208
|
Private Capital Group
West Hartford,
Connecticut
|
$171K
|
–
|
–
|
–
|
|
|
209
|
William Blair & Company
Chicago,
Illinois
|
$154K
|
+$19.2K
|
+372
|
+14%
|
|
|
210
|
Security National Trust
Wheeling,
West Virginia
|
$153K
|
–
|
–
|
–
|
|
|
211
|
Janiczek Wealth Management
Denver,
Colorado
|
$142K
|
–
|
–
|
–
|
|
|
212
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$139K
|
–
|
–
|
–
|
|
|
213
|
Franklin Resources
San Mateo,
California
|
$128K
|
–
|
–
|
–
|
|
|
214
|
Geneos Wealth Management
Englewood,
Colorado
|
$122K
|
–
|
–
|
–
|
|
|
215
|
CVA Family Office
Denver,
Colorado
|
$118K
|
-$20.6K
|
-398
|
-15%
|
|
|
216
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$118K
|
+$73K
|
+1,410
|
+155%
|
|
|
217
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$109K
|
–
|
–
|
–
|
|
|
218
|
Sandy Spring Bank
Olney,
Maryland
|
$108K
|
-$33.2K
|
-642
|
-23%
|
|
|
219
|
Fidelity Investments
Boston,
Massachusetts
|
$106K
|
+$21.5K
|
+416
|
+25%
|
|
|
220
|
HC Financial Advisors
Lafayette,
California
|
$105K
|
–
|
–
|
–
|
|
|
221
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$101K
|
+$103K
|
+1,988
|
New
|
|
|
222
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$99K
|
–
|
–
|
–
|
|
|
223
|
American Portfolios Advisors
Holbrook,
New York
|
$95K
|
-$9.93K
|
-192
|
-9%
|
|
|
224
|
LifePlan Financial Group
Dayton,
Ohio
|
$93K
|
+$414
|
+8
|
+0.4%
|
|
|
225
|
Bartlett & Co
Cincinnati,
Ohio
|
$92K
|
–
|
–
|
–
|
|
