|
76
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$392K
|
–
|
–
|
–
|
|
|
77
|
Merriman Wealth Management
Seattle,
Washington
|
$385K
|
–
|
–
|
–
|
|
|
78
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$384K
|
+$78.1K
|
+2,252
|
+27%
|
|
|
79
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$383K
|
–
|
–
|
–
|
|
|
80
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$363K
|
+$40.1K
|
+1,156
|
+13%
|
|
|
81
|
United Capital Financial Advisors
Irving,
Texas
|
$339K
|
-$5.27K
|
-152
|
-2%
|
|
|
82
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$326K
|
+$78.1K
|
+2,251
|
+34%
|
|
|
83
|
Lake Street Private Wealth
Chicago,
Illinois
|
$306K
|
+$18.9K
|
+545
|
+7%
|
|
|
84
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$302K
|
-$101K
|
-2,906
|
-26%
|
|
|
85
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
86
|
Jag Capital Management
St Louis,
Missouri
|
$278K
|
–
|
–
|
–
|
|
|
87
|
Veritable
Wilmington,
Delaware
|
$278K
|
–
|
–
|
–
|
|
|
88
|
LexAurum Advisors
Overland Park,
Kansas
|
$273K
|
+$8.22K
|
+237
|
+3%
|
|
|
89
|
Palladium Partners
Norfolk,
Virginia
|
$268K
|
–
|
–
|
–
|
|
|
90
|
Central Trust Company
Jefferson City,
Missouri
|
$267K
|
-$7.8K
|
-225
|
-3%
|
|
|
91
|
L.J. Altfest & Co
New York
|
$264K
|
+$252K
|
+7,256
|
New
|
|
|
92
|
Franklin Resources
San Mateo,
California
|
$255K
|
+$224K
|
+6,445
|
New
|
|
|
93
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$254K
|
-$86.7K
|
-2,500
|
-26%
|
|
|
94
|
North Star Asset Management
Neenah,
Wisconsin
|
$254K
|
–
|
–
|
–
|
|
|
95
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$254K
|
–
|
–
|
–
|
|
|
96
|
WhitTier Trust Company
Reno,
Nevada
|
$253K
|
-$10.4K
|
-300
|
-4%
|
|
|
97
|
Cambridge Advisors
Omaha,
Nebraska
|
$250K
|
-$10.3K
|
-298
|
-4%
|
|
|
98
|
BOK Financial
Tulsa,
Oklahoma
|
$247K
|
-$8.67K
|
-250
|
-4%
|
|
|
99
|
First United Bank & Trust
Oakland,
Maryland
|
$237K
|
-$3.99K
|
-115
|
-2%
|
|
|
100
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$237K
|
+$226K
|
+6,516
|
New
|
|
