|
326
|
Rockefeller Financial Services
New York
|
$117K
|
–
|
–
|
–
|
|
|
327
|
Global Retirement Partners
San Rafael,
California
|
$112K
|
+$111K
|
+2,304
|
New
|
|
|
328
|
Hoertkorn Richard Charles
|
$110K
|
–
|
–
|
–
|
|
|
329
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$107K
|
–
|
–
|
–
|
|
|
330
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$102K
|
–
|
–
|
–
|
|
|
331
|
WFG Advisors
Dallas,
Texas
|
$97K
|
-$118K
|
-2,450
|
-55%
|
|
|
332
|
Capital Guardian Trust
Los Angeles,
California
|
$97K
|
+$96.4K
|
+2,000
|
New
|
|
|
333
|
Webster Bank
Waterbury,
Connecticut
|
$91K
|
+$90K
|
+1,868
|
New
|
|
|
334
|
|
$88K
|
-$12K
|
-248
|
-12%
|
|
|
335
|
Duncker Streett & Co
St. Louis,
Missouri
|
$87K
|
–
|
–
|
–
|
|
|
336
|
Private Ocean
San Rafael,
California
|
$86K
|
–
|
–
|
–
|
|
|
337
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$85K
|
+$7.71K
|
+160
|
+10%
|
|
|
338
|
Balentine LLC
Atlanta,
Georgia
|
$80K
|
–
|
–
|
–
|
|
|
339
|
Kings Point Capital Management
Great Neck,
New York
|
$77K
|
–
|
–
|
–
|
|
|
340
|
Archford Capital Strategies
Swansea,
Illinois
|
$76K
|
–
|
–
|
–
|
|
|
341
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$71K
|
-$14.8K
|
-308
|
-17%
|
|
|
342
|
Next Financial Group
Houston,
Texas
|
$64K
|
-$55.6K
|
-1,154
|
-47%
|
|
|
343
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$62K
|
–
|
–
|
–
|
|
|
344
|
SEI Investments
Oaks,
Pennsylvania
|
$61K
|
+$11K
|
+228
|
+22%
|
|
|
345
|
Trust Company
Manhattan,
Kansas
|
$61K
|
+$29.1K
|
+604
|
+92%
|
|
|
346
|
Fred Alger Management
New York
|
$59K
|
+$58K
|
+1,204
|
New
|
|
|
347
|
Evercore Wealth Management
New York
|
$58K
|
–
|
–
|
–
|
|
|
348
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$57K
|
+$11.4K
|
+236
|
+25%
|
|
|
349
|
LBA Wealth Management
Jacksonville,
Florida
|
$56K
|
–
|
–
|
–
|
|
|
350
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$55K
|
–
|
–
|
–
|
|
