|
101
|
Private Ocean
San Rafael,
California
|
$383K
|
+$870
|
+10
|
+0.2%
|
|
|
102
|
Cobiz Wealth
Denver,
Colorado
|
$374K
|
+$38.5K
|
+442
|
+11%
|
|
|
103
|
Tower Research Capital (TRC)
New York
|
$372K
|
+$351K
|
+4,029
|
+1,380%
|
|
|
104
|
US Bancorp
Minneapolis,
Minnesota
|
$361K
|
–
|
–
|
–
|
|
|
105
|
Old National Bancorp
Evansville,
Indiana
|
$360K
|
–
|
–
|
–
|
|
|
106
|
City National Bank
Beverly Hills,
Delaware
|
$351K
|
+$132K
|
+1,519
|
+59%
|
|
|
107
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$349K
|
–
|
–
|
–
|
|
|
108
|
Perigon Wealth Management
San Francisco,
California
|
$347K
|
+$1.83K
|
+21
|
+0.5%
|
|
|
109
|
SouthState Corp
Winter Haven,
Florida
|
$345K
|
–
|
–
|
–
|
|
|
110
|
Fidelity Investments
Boston,
Massachusetts
|
$336K
|
-$52.8K
|
-607
|
-13%
|
|
|
111
|
Raymond James Trust
St. Petersburg,
Florida
|
$335K
|
-$13.4K
|
-154
|
-4%
|
|
|
112
|
KeyBank National Association
Cleveland,
Ohio
|
$331K
|
+$334K
|
+3,838
|
New
|
|
|
113
|
CPWM LLC
Seattle,
Washington
|
$317K
|
+$320K
|
+3,680
|
New
|
|
|
114
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$274K
|
-$12.2K
|
-140
|
-4%
|
|
|
115
|
Foster & Motley
Cincinnati,
Ohio
|
$271K
|
-$4.79K
|
-55
|
-2%
|
|
|
116
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$269K
|
–
|
–
|
–
|
|
|
117
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$255K
|
-$67.4K
|
-774
|
-21%
|
|
|
118
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$250K
|
–
|
–
|
–
|
|
|
119
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$249K
|
+$252K
|
+2,891
|
New
|
|
|
120
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$249K
|
+$252K
|
+2,891
|
New
|
|
|
121
|
Coyle Financial Counsel
Glenview,
Illinois
|
$246K
|
+$19.2K
|
+221
|
+8%
|
|
|
122
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$245K
|
-$47.3K
|
-543
|
-16%
|
|
|
123
|
United Capital Financial Advisors
Irving,
Texas
|
$245K
|
–
|
–
|
–
|
|
|
124
|
Truist Financial
Charlotte,
North Carolina
|
$243K
|
+$245K
|
+2,819
|
New
|
|
|
125
|
Chevy Chase Trust
Bethesda,
Maryland
|
$236K
|
+$238K
|
+2,735
|
New
|
|
