|
26
|
Financial Consulate
Hunt Valley,
Maryland
|
$578K
|
–
|
–
|
–
|
|
|
27
|
Raymond James & Associates
St Petersburg,
Florida
|
$543K
|
–
|
–
|
–
|
|
|
28
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$514K
|
–
|
–
|
–
|
|
|
29
|
Rathbones Group
Liverpool,
United Kingdom
|
$500K
|
–
|
–
|
–
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$460K
|
-$2.93K
|
-30
|
-0.6%
|
|
|
31
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$400K
|
–
|
–
|
–
|
|
|
32
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$382K
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$370K
|
–
|
–
|
–
|
|
|
34
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$342K
|
+$30.7K
|
+314
|
+10%
|
|
|
35
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$313K
|
–
|
–
|
–
|
|
|
36
|
Chevy Chase Trust
Bethesda,
Maryland
|
$300K
|
–
|
–
|
–
|
|
|
37
|
Freestone Capital Holdings
Seattle,
Washington
|
$297K
|
–
|
–
|
–
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$284K
|
–
|
–
|
–
|
|
|
39
|
Cresset Asset Management
Chicago,
Illinois
|
$268K
|
–
|
–
|
–
|
|
|
40
|
Royal Fund Management
Lady Lake,
Florida
|
$226K
|
–
|
–
|
–
|
|
|
41
|
|
$200K
|
+$196K
|
+2,000
|
New
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$198K
|
–
|
–
|
–
|
|
|
43
|
William Blair & Company
Chicago,
Illinois
|
$193K
|
+$685
|
+7
|
+0.4%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$98K
|
–
|
–
|
–
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$68K
|
+$19.7K
|
+201
|
+42%
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
$40K
|
–
|
–
|
–
|
|
|
47
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$32K
|
–
|
–
|
–
|
|
|
48
|
Tower Research Capital (TRC)
New York
|
$32K
|
+$31.7K
|
+324
|
New
|
|
|
49
|
Prospera Financial Services
Dallas,
Texas
|
$31K
|
+$30.2K
|
+309
|
New
|
|
|
50
|
RBC Europe
London,
United Kingdom
|
$27K
|
–
|
–
|
–
|
|
