|
301
|
Evercore Wealth Management
New York
|
$119K
|
–
|
–
|
–
|
|
|
302
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$113K
|
+$2.31K
|
+100
|
+2%
|
|
|
303
|
Envestnet Asset Management
Chicago,
Illinois
|
$88K
|
-$115K
|
-4,974
|
-55%
|
|
|
304
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$88K
|
+$17.1K
|
+740
|
+22%
|
|
|
305
|
BB&T Investment Services
Charlotte,
North Carolina
|
$86K
|
+$555
|
+24
|
+0.6%
|
|
|
306
|
Barnett & Company
Chattanooga,
Tennessee
|
$85K
|
-$53.2K
|
-2,300
|
-36%
|
|
|
307
|
Security National Trust
Wheeling,
West Virginia
|
$85K
|
–
|
–
|
–
|
|
|
308
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$82K
|
–
|
–
|
–
|
|
|
309
|
Advisory Services Network
Atlanta,
Georgia
|
$76K
|
-$24.1K
|
-1,043
|
-23%
|
|
|
310
|
First Horizon Advisors
Memphis,
Tennessee
|
$75K
|
–
|
–
|
–
|
|
|
311
|
Oakworth Capital
Birmingham,
Alabama
|
$69K
|
–
|
–
|
–
|
|
|
312
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$68K
|
–
|
–
|
–
|
|
|
313
|
Anchor Investment Management
Columbia,
South Carolina
|
$67.8K
|
–
|
–
|
–
|
|
|
314
|
Valeo Financial Advisors
Carmel,
Indiana
|
$65K
|
+$71.1K
|
+3,072
|
New
|
|
|
315
|
Sonora Investment Management
Tucson,
Arizona
|
$64.3K
|
+$10.4K
|
+450
|
+17%
|
|
|
316
|
M&R Capital Management
Summit,
New Jersey
|
$61K
|
-$95.8K
|
-4,140
|
-59%
|
|
|
317
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
318
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$60K
|
–
|
–
|
–
|
|
|
319
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$57K
|
+$16.4K
|
+708
|
+35%
|
|
|
320
|
Cribstone Capital Management
Augusta,
Maine
|
$55K
|
-$13.9K
|
-600
|
-19%
|
|
|
321
|
Bogart Wealth LLC
Mclean,
Virginia
|
$51K
|
+$55.4K
|
+2,392
|
New
|
|
|
322
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$49K
|
–
|
–
|
–
|
|
|
323
|
|
$48K
|
–
|
–
|
–
|
|
|
324
|
Founders Capital Management (Texas)
Houston,
Texas
|
$46K
|
-$21.3K
|
-920
|
-30%
|
|
|
325
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$45K
|
+$6.71K
|
+290
|
+16%
|
|
