|
76
|
EP Wealth Advisors
Torrance,
California
|
$229K
|
+$227K
|
+3,579
|
New
|
|
|
77
|
Plancorp LLC
Saint Louis,
Missouri
|
$224K
|
–
|
–
|
–
|
|
|
78
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$218K
|
-$4.38K
|
-69
|
-2%
|
|
|
79
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$218K
|
–
|
–
|
–
|
|
|
80
|
Granite Harbor Advisors
Houston,
Texas
|
$206K
|
+$205K
|
+3,226
|
New
|
|
|
81
|
Rockefeller Capital Management
New York
|
$198K
|
–
|
–
|
–
|
|
|
82
|
Highline Wealth Partners
Sherman Oaks,
California
|
$197K
|
+$195K
|
+3,078
|
New
|
|
|
83
|
Fidelity Investments
Boston,
Massachusetts
|
$188K
|
+$23.2K
|
+365
|
+14%
|
|
|
84
|
AssetMark Inc
Concord,
California
|
$183K
|
-$825
|
-13
|
-0.5%
|
|
|
85
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$170K
|
+$169K
|
+2,666
|
New
|
|
|
86
|
Huntington National Bank
Columbus,
Ohio
|
$166K
|
–
|
–
|
–
|
|
|
87
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$163K
|
-$54K
|
-851
|
-25%
|
|
|
88
|
Osaic Holdings
Scottsdale,
Arizona
|
$162K
|
-$80.4K
|
-1,267
|
-33%
|
|
|
89
|
US Bancorp
Minneapolis,
Minnesota
|
$159K
|
+$50.1K
|
+790
|
+47%
|
|
|
90
|
Redwood Park Advisors
Redwood City,
California
|
$128K
|
-$31.1K
|
-490
|
-20%
|
|
|
91
|
CoreCap Advisors
Southfield,
Michigan
|
$100K
|
-$7.62K
|
-120
|
-7%
|
|
|
92
|
Farther Finance Advisors
San Francisco,
California
|
$90.9K
|
+$81.6K
|
+1,286
|
+946%
|
|
|
93
|
Advisory Services Network
Atlanta,
Georgia
|
$89.5K
|
+$88.8K
|
+1,399
|
New
|
|
|
94
|
Harbour Investments
Madison,
Wisconsin
|
$88.6K
|
+$58.5K
|
+922
|
+199%
|
|
|
95
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$88.2K
|
+$87.6K
|
+1,380
|
New
|
|
|
96
|
Caldwell Trust
Venice,
Florida
|
$72K
|
–
|
–
|
–
|
|
|
97
|
Mather Group
Chicago,
Illinois
|
$68.1K
|
+$67.6K
|
+1,065
|
New
|
|
|
98
|
Cambient Family Office
Ada,
Michigan
|
$67.3K
|
-$19K
|
-299
|
-22%
|
|
|
99
|
Gables Capital Management
Miami,
Florida
|
$64K
|
–
|
–
|
–
|
|
|
100
|
Jones Financial Companies
Des Peres,
Missouri
|
$56.2K
|
+$11.4K
|
+180
|
+25%
|
|
