|
101
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$384K
|
+$193K
|
+6,750
|
+100%
|
|
|
102
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$381K
|
+$389K
|
+13,635
|
New
|
|
|
103
|
Ritholtz Wealth Management
New York
|
$378K
|
+$8.71K
|
+305
|
+2%
|
|
|
104
|
UMB Bank
Kansas City,
Missouri
|
$371K
|
–
|
–
|
–
|
|
|
105
|
|
$346K
|
+$347K
|
+12,160
|
New
|
|
|
106
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$344K
|
-$5.4M
|
-188,900
|
-94%
|
|
|
107
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$344K
|
–
|
–
|
–
|
|
|
108
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$317K
|
–
|
–
|
–
|
|
|
109
|
|
$310K
|
+$101K
|
+3,525
|
+48%
|
|
|
110
|
AIMZ Investment Advisors
Los Altos,
California
|
$299K
|
–
|
–
|
–
|
|
|
111
|
Roosevelt Investment Group
New York
|
$295K
|
+$296K
|
+10,375
|
New
|
|
|
112
|
Carlson Capital Management
Northfield,
Minnesota
|
$289K
|
–
|
–
|
–
|
|
|
113
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$282K
|
-$61.3K
|
-2,145
|
-18%
|
|
|
114
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$267K
|
–
|
–
|
–
|
|
|
115
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$253K
|
+$254K
|
+8,905
|
New
|
|
|
116
|
Prospera Financial Services
Dallas,
Texas
|
$241K
|
-$23.1K
|
-810
|
-9%
|
|
|
117
|
Signet Financial Management
Parsippany,
New Jersey
|
$238K
|
+$37.4K
|
+1,310
|
+19%
|
|
|
118
|
ACG Wealth
Atlanta,
Georgia
|
$227K
|
+$143
|
+5
|
+0.1%
|
|
|
119
|
Old National Bancorp
Evansville,
Indiana
|
$214K
|
–
|
–
|
–
|
|
|
120
|
|
$211K
|
-$1K
|
-35
|
-0.5%
|
|
|
121
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$204K
|
+$205K
|
+7,165
|
New
|
|
|
122
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$158K
|
+$46.6K
|
+1,630
|
+41%
|
|
|
123
|
Regions Financial Corp
Birmingham,
Alabama
|
$158K
|
+$158K
|
+5,545
|
New
|
|
|
124
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$151K
|
-$38.6K
|
-1,350
|
-20%
|
|
|
125
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$142K
|
+$143K
|
+5,000
|
New
|
|
