|
26
|
Meridian Investment Counsel
Lafayette,
California
|
$617K
|
–
|
–
|
–
|
|
|
27
|
The Family Firm
Bethesda,
Maryland
|
$592K
|
+$8.68K
|
+103
|
+1%
|
|
|
28
|
Kestra Advisory Services
Austin,
Texas
|
$564K
|
-$109K
|
-1,291
|
-16%
|
|
|
29
|
Financial Counselors Inc
Overland Park,
Kansas
|
$555K
|
–
|
–
|
–
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$526K
|
+$153K
|
+1,819
|
+40%
|
|
|
31
|
Fidelity International
Hamilton,
Bermuda
|
$517K
|
+$51.7K
|
+613
|
+11%
|
|
|
32
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$450K
|
+$2.36K
|
+28
|
+0.5%
|
|
|
33
|
Evanson Asset Management
Carmel,
California
|
$444K
|
–
|
–
|
–
|
|
|
34
|
CX Institutional
Auburn,
Indiana
|
$368K
|
+$348K
|
+4,132
|
+1,194%
|
|
|
35
|
Bessemer Group
Woodbridge,
New Jersey
|
$351K
|
-$162K
|
-1,927
|
-31%
|
|
|
36
|
Vista Capital Partners
Portland,
Oregon
|
$336K
|
+$344K
|
+4,086
|
New
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$324K
|
-$19.4K
|
-230
|
-6%
|
|
|
38
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$284K
|
–
|
–
|
–
|
|
|
39
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$275K
|
–
|
–
|
–
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$269K
|
-$7.75K
|
-92
|
-3%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$264K
|
-$169
|
-2
|
-0.1%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$250K
|
+$22.3K
|
+265
|
+10%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$231K
|
+$237K
|
+2,812
|
New
|
|
|
44
|
HSBC Holdings
London,
United Kingdom
|
$216K
|
–
|
–
|
–
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$216K
|
+$6.57K
|
+78
|
+3%
|
|
|
46
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$114K
|
–
|
–
|
–
|
|
|
47
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$112K
|
–
|
–
|
–
|
|
|
48
|
North Star Investment Management
Chicago,
Illinois
|
$110K
|
+$674
|
+8
|
+0.6%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$99K
|
–
|
–
|
–
|
|
|
50
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$93K
|
–
|
–
|
–
|
|
