|
101
|
Eaton Vance Management
Boston,
Massachusetts
|
$525K
|
–
|
–
|
–
|
|
|
102
|
Mariner
Overland Park,
Kansas
|
$523K
|
–
|
–
|
–
|
|
|
103
|
HL Financial Services
Louisville,
Kentucky
|
$518K
|
-$46.1K
|
-510
|
-8%
|
|
|
104
|
Private Advisor Group
Morristown,
New Jersey
|
$515K
|
+$104K
|
+1,146
|
+26%
|
|
|
105
|
Private Vista
Chicago,
Illinois
|
$439K
|
+$468K
|
+5,177
|
New
|
|
|
106
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$438K
|
–
|
–
|
–
|
|
|
107
|
Iconiq Capital
San Francisco,
California
|
$437K
|
–
|
–
|
–
|
|
|
108
|
Private Ocean
San Rafael,
California
|
$408K
|
+$995
|
+11
|
+0.2%
|
|
|
109
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$401K
|
+$396K
|
+4,382
|
New
|
|
|
110
|
Cobiz Wealth
Denver,
Colorado
|
$394K
|
-$3.98K
|
-44
|
-1%
|
|
|
111
|
US Bancorp
Minneapolis,
Minnesota
|
$386K
|
+$2.08K
|
+23
|
+0.5%
|
|
|
112
|
Old National Bancorp
Evansville,
Indiana
|
$383K
|
–
|
–
|
–
|
|
|
113
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$383K
|
+$377K
|
+4,171
|
New
|
|
|
114
|
3D Asset Management
Hartford,
Connecticut
|
$379K
|
-$37.6K
|
-416
|
-9%
|
|
|
115
|
Raymond James Trust
St. Petersburg,
Florida
|
$378K
|
+$21.5K
|
+238
|
+6%
|
|
|
116
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$371K
|
–
|
–
|
–
|
|
|
117
|
SouthState Corp
Winter Haven,
Florida
|
$366K
|
–
|
–
|
–
|
|
|
118
|
Cassaday & Co
Mclean,
Virginia
|
$360K
|
+$252K
|
+2,784
|
+244%
|
|
|
119
|
Fidelity Investments
Boston,
Massachusetts
|
$357K
|
-$181
|
-2
|
-0.1%
|
|
|
120
|
Perigon Wealth Management
San Francisco,
California
|
$339K
|
-$29.7K
|
-328
|
-8%
|
|
|
121
|
KeyBank National Association
Cleveland,
Ohio
|
$337K
|
-$14.6K
|
-162
|
-4%
|
|
|
122
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$322K
|
+$30.2K
|
+334
|
+10%
|
|
|
123
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$308K
|
-$4.5M
|
-49,718
|
-94%
|
|
|
124
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$308K
|
+$304K
|
+3,367
|
New
|
|
|
125
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$298K
|
+$31.9K
|
+353
|
+12%
|
|
