|
201
|
Evercore Wealth Management
New York
|
$52K
|
–
|
–
|
–
|
|
|
202
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$51K
|
–
|
–
|
–
|
|
|
203
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$46.7K
|
+$19.6K
|
+352
|
+96%
|
|
|
204
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$41K
|
-$1.11K
|
-20
|
-3%
|
|
|
205
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
206
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$33K
|
-$46.5K
|
-834
|
-62%
|
|
|
207
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$32K
|
–
|
–
|
–
|
|
|
208
|
Sutton Wealth Advisors
Tampa,
Florida
|
$30.1K
|
–
|
–
|
–
|
|
|
209
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$30K
|
–
|
–
|
–
|
|
|
210
|
Monetary Management Group
St Louis,
Missouri
|
$26K
|
–
|
–
|
–
|
|
|
211
|
WealthPLAN Partners
Omaha,
Nebraska
|
$21.4K
|
+$36.8K
|
+660
|
New
|
|
|
212
|
Gradient Investments
Arden Hills,
Minnesota
|
$19K
|
–
|
–
|
–
|
|
|
213
|
Reilly Financial Advisors
La Mesa,
California
|
$19K
|
–
|
–
|
–
|
|
|
214
|
Cribstone Capital Management
Augusta,
Maine
|
$17K
|
+$14.6K
|
+262
|
New
|
|
|
215
|
Allworth Financial
Folsom,
California
|
$15K
|
–
|
–
|
–
|
|
|
216
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$15K
|
–
|
–
|
–
|
|
|
217
|
Sandy Spring Bank
Olney,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
218
|
Tradewinds Capital Management
Bellingham,
Washington
|
$13K
|
–
|
–
|
–
|
|
|
219
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$12K
|
+$1K
|
+18
|
+11%
|
|
|
220
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$9K
|
+$7.41K
|
+133
|
New
|
|
|
221
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$8K
|
-$3.85K
|
-69
|
-36%
|
|
|
222
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$8K
|
+$6.69K
|
+120
|
+632%
|
|
|
223
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7K
|
–
|
–
|
–
|
|
|
224
|
VanEck Associates
New York
|
$5K
|
+$4.68K
|
+84
|
New
|
|
|
225
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$4K
|
-$35.5K
|
-636
|
-92%
|
|
