|
26
|
Commerce Bank
Kansas City,
Missouri
|
$500K
|
–
|
–
|
–
|
|
|
27
|
Howland Capital Management
Boston,
Massachusetts
|
$488K
|
–
|
–
|
–
|
|
|
28
|
Running Point Capital Advisors
El Segundo,
California
|
$433K
|
+$343K
|
+12,470
|
New
|
|
|
29
|
People's United Financial
Bridgeport,
Connecticut
|
$372K
|
+$10.9K
|
+395
|
+4%
|
|
|
30
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$341K
|
–
|
–
|
–
|
|
|
31
|
SOA Wealth Advisors
New York
|
$324K
|
+$227K
|
+8,253
|
New
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$306K
|
-$5.45K
|
-198
|
-2%
|
|
|
33
|
Equitable Holdings
New York
|
$229K
|
+$181K
|
+6,592
|
New
|
|
|
34
|
Tiedemann Advisors
New York
|
$213K
|
+$169K
|
+6,125
|
New
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$194K
|
+$146K
|
+5,291
|
+1,764%
|
|
|
36
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$176K
|
-$47.8K
|
-1,738
|
-26%
|
|
|
37
|
SVB Wealth
Boston,
Massachusetts
|
$151K
|
+$120K
|
+4,360
|
New
|
|
|
38
|
Thomas White International
Chicago,
Illinois
|
$111K
|
-$18.3K
|
-666
|
-17%
|
|
|
39
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$88K
|
+$70.1K
|
+2,546
|
New
|
|
|
40
|
Oder Investment Management
Woodland Hills,
California
|
$71K
|
+$56.4K
|
+2,048
|
New
|
|
|
41
|
Whittier Trust
South Pasadena,
California
|
$70K
|
–
|
–
|
–
|
|
|
42
|
Asset Dedication LLC
San Francisco,
California
|
$69K
|
+$40.5K
|
+1,471
|
+285%
|
|
|
43
|
Advisors Preferred
Rockville,
Maryland
|
$66K
|
+$50.8K
|
+1,846
|
New
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$49K
|
+$13.8K
|
+500
|
+54%
|
|
|
45
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$45.2K
|
–
|
–
|
–
|
|
|
46
|
Ranch Capital Advisors
Sarasota,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
47
|
Ironwood Financial
Tucson,
Arizona
|
$33K
|
+$26.5K
|
+961
|
New
|
|
|
48
|
Matrix Private Capital Group
New York
|
$18K
|
+$14.4K
|
+524
|
New
|
|
|
49
|
Advisory Services Network
Atlanta,
Georgia
|
$17K
|
–
|
–
|
–
|
|
|
50
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$15K
|
–
|
–
|
–
|
|
