|
51
|
Wells Fargo
San Francisco,
California
|
$425K
|
+$215K
|
+3,446
|
+96%
|
|
|
52
|
BOK Financial
Tulsa,
Oklahoma
|
$423K
|
-$11.9K
|
-191
|
-3%
|
|
|
53
|
Clearstead Advisors
Cleveland,
Ohio
|
$371K
|
–
|
–
|
–
|
|
|
54
|
Naples Global Advisors
Naples,
Florida
|
$363K
|
–
|
–
|
–
|
|
|
55
|
Choreo LLC
Rockford,
Illinois
|
$335K
|
-$42.7K
|
-683
|
-11%
|
|
|
56
|
Aviso Financial
Toronto,
Ontario, Canada
|
$316K
|
-$8.44K
|
-135
|
-3%
|
|
|
57
|
UMB Bank
Kansas City,
Missouri
|
$316K
|
-$573K
|
-9,167
|
-64%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$299K
|
–
|
–
|
–
|
|
|
59
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$290K
|
-$26.6K
|
-425
|
-8%
|
|
|
60
|
Huntington National Bank
Columbus,
Ohio
|
$268K
|
–
|
–
|
–
|
|
|
61
|
Trace Wealth Advisors
Los Angeles,
California
|
$268K
|
-$110K
|
-1,766
|
-29%
|
|
|
62
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$257K
|
–
|
–
|
–
|
|
|
63
|
Seven Mile Advisory
Ewing,
New Jersey
|
$255K
|
–
|
–
|
–
|
|
|
64
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$254K
|
–
|
–
|
–
|
|
|
65
|
Old Mission Capital
Chicago,
Illinois
|
$252K
|
+$260K
|
+4,167
|
New
|
|
|
66
|
Corient Private Wealth
Miami,
Florida
|
$239K
|
+$247K
|
+3,958
|
New
|
|
|
67
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$232K
|
+$240K
|
+3,837
|
New
|
|
|
68
|
Osaic Holdings
Scottsdale,
Arizona
|
$230K
|
-$6.62K
|
-106
|
-3%
|
|
|
69
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$222K
|
–
|
–
|
–
|
|
|
70
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$210K
|
–
|
–
|
–
|
|
|
71
|
Plancorp LLC
Saint Louis,
Missouri
|
$208K
|
–
|
–
|
–
|
|
|
72
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$207K
|
+$22.2K
|
+356
|
+12%
|
|
|
73
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$206K
|
-$101K
|
-1,615
|
-32%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$188K
|
–
|
–
|
–
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$174K
|
-$21.5K
|
-344
|
-11%
|
|
