|
51
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$601K
|
–
|
–
|
–
|
|
|
52
|
Comerica Bank
Dallas,
Texas
|
$600K
|
–
|
–
|
–
|
|
|
53
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$596K
|
-$18.6K
|
-288
|
-3%
|
|
|
54
|
Vanguard Group
Malvern,
Pennsylvania
|
$582K
|
-$21.3K
|
-330
|
-3%
|
|
|
55
|
Pinnacle Associates
New York
|
$535K
|
+$544K
|
+8,440
|
New
|
|
|
56
|
M Holdings Securities
Portland,
Oregon
|
$458K
|
+$466K
|
+7,228
|
New
|
|
|
57
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$429K
|
-$1.45M
|
-22,558
|
-77%
|
|
|
58
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$419K
|
+$41.8K
|
+648
|
+11%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$415K
|
–
|
–
|
–
|
|
|
60
|
AdvicePeriod
Los Angeles,
California
|
$408K
|
+$415K
|
+6,440
|
New
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$385K
|
+$55.3K
|
+858
|
+16%
|
|
|
62
|
Veritable
Wilmington,
Delaware
|
$373K
|
+$21.8K
|
+338
|
+6%
|
|
|
63
|
IRON Financial
Northbrook,
Illinois
|
$357K
|
–
|
–
|
–
|
|
|
64
|
United Capital Financial Advisors
Irving,
Texas
|
$356K
|
+$6.06K
|
+94
|
+2%
|
|
|
65
|
Lutz Financial Services
Omaha,
Nebraska
|
$332K
|
–
|
–
|
–
|
|
|
66
|
Grimes & Company
Westborough,
Massachusetts
|
$327K
|
–
|
–
|
–
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$269K
|
-$9.67K
|
-150
|
-3%
|
|
|
68
|
Renaissance Technologies
New York
|
$266K
|
+$271K
|
+4,200
|
New
|
|
|
69
|
Seneca House Advisors
Richmond,
Virginia
|
$256K
|
–
|
–
|
–
|
|
|
70
|
Global Financial Private Capital
Sarasota,
Florida
|
$241K
|
–
|
–
|
–
|
|
|
71
|
|
$226K
|
-$1.97M
|
-30,532
|
-90%
|
|
|
72
|
Appleton Partners
Boston,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
73
|
Endurance Wealth Management
Providence,
Rhode Island
|
$214K
|
–
|
–
|
–
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$154K
|
-$20.6K
|
-320
|
-12%
|
|
|
75
|
Avior Wealth Management
Omaha,
Nebraska
|
$147K
|
–
|
–
|
–
|
|
