|
101
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.23M
|
-$20K
|
-236
|
-2%
|
|
|
102
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.22M
|
–
|
–
|
–
|
|
|
103
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.21M
|
–
|
–
|
–
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$1.19M
|
-$98.6K
|
-1,163
|
-8%
|
|
|
105
|
Rockefeller Capital Management
New York
|
$1.17M
|
+$110K
|
+1,296
|
+11%
|
|
|
106
|
Stifel Financial
St. Louis,
Missouri
|
$1.15M
|
-$114K
|
-1,345
|
-9%
|
|
|
107
|
Howard Wealth Management
Madison,
Connecticut
|
$1.14M
|
+$15.3K
|
+181
|
+1%
|
|
|
108
|
Abbrea Capital
Greenbrae,
California
|
$1.09M
|
+$17K
|
+200
|
+2%
|
|
|
109
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
110
|
Central Trust Company
Jefferson City,
Missouri
|
$1.07M
|
–
|
–
|
–
|
|
|
111
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.05M
|
+$184K
|
+2,170
|
+23%
|
|
|
112
|
HighTower Advisors
Chicago,
Illinois
|
$1.04M
|
-$170
|
-2
|
-0%
|
|
|
113
|
Creative Planning
Overland Park,
Kansas
|
$1.03M
|
-$3.07M
|
-36,159
|
-76%
|
|
|
114
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.02M
|
-$152K
|
-1,793
|
-14%
|
|
|
115
|
EWG Elevate
Roseville,
California
|
$1.01M
|
-$14.6K
|
-172
|
-2%
|
|
|
116
|
Powell Investment Advisors
Miami,
Florida
|
$1M
|
-$9.58K
|
-113
|
-1%
|
|
|
117
|
Oppenheimer & Co
New York
|
$975K
|
-$7.29K
|
-86
|
-0.8%
|
|
|
118
|
KCM Investment Advisors
Greenbrae,
California
|
$972K
|
–
|
–
|
–
|
|
|
119
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$906K
|
-$1.11M
|
-13,097
|
-56%
|
|
|
120
|
Alesco Advisors
Pittsford,
New York
|
$904K
|
–
|
–
|
–
|
|
|
121
|
US Bancorp
Minneapolis,
Minnesota
|
$881K
|
-$31.5K
|
-372
|
-4%
|
|
|
122
|
OneAscent Financial Services
Birmingham,
Alabama
|
$858K
|
-$42.2K
|
-498
|
-5%
|
|
|
123
|
|
$852K
|
+$158K
|
+1,868
|
+24%
|
|
|
124
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$851K
|
+$27.6K
|
+325
|
+4%
|
|
|
125
|
KPP Advisory Services
Louisville,
Kentucky
|
$812K
|
+$770K
|
+9,079
|
New
|
|
