|
151
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$210K
|
+$211K
|
+2,409
|
New
|
|
|
152
|
Corient Private Wealth
Miami,
Florida
|
$210K
|
+$211K
|
+2,409
|
New
|
|
|
153
|
Austin Private Wealth
Austin,
Texas
|
$202K
|
+$203K
|
+2,316
|
New
|
|
|
154
|
Chesley Taft & Associates
Chicago,
Illinois
|
$201K
|
+$203K
|
+2,312
|
New
|
|
|
155
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$201K
|
+$202K
|
+2,309
|
New
|
|
|
156
|
AssetMark Inc
Concord,
California
|
$190K
|
+$156K
|
+1,782
|
+448%
|
|
|
157
|
Cambridge Trust
Cambridge,
Massachusetts
|
$169K
|
-$26.3K
|
-300
|
-13%
|
|
|
158
|
Rockefeller Capital Management
New York
|
$168K
|
–
|
–
|
–
|
|
|
159
|
Bellwether Advisors
Lincoln,
Nebraska
|
$157K
|
+$71.8K
|
+819
|
+83%
|
|
|
160
|
Private Trust Company
Cleveland,
Ohio
|
$154K
|
+$26.5K
|
+302
|
+21%
|
|
|
161
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$153K
|
–
|
–
|
–
|
|
|
162
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$141K
|
-$36.4K
|
-416
|
-20%
|
|
|
163
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$132K
|
+$1.58K
|
+18
|
+1%
|
|
|
164
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$119K
|
–
|
–
|
–
|
|
|
165
|
Fidelity Investments
Boston,
Massachusetts
|
$117K
|
-$129K
|
-1,469
|
-52%
|
|
|
166
|
Avion Wealth
The Woodlands,
Texas
|
$115K
|
–
|
–
|
–
|
|
|
167
|
MTM Investment Management
Spartanburg,
South Carolina
|
$113K
|
–
|
–
|
–
|
|
|
168
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$112K
|
–
|
–
|
–
|
|
|
169
|
New Hampshire Trust
Concord,
New Hampshire
|
$94.1K
|
+$94.6K
|
+1,080
|
New
|
|
|
170
|
TD Private Client Wealth
New York
|
$92.5K
|
+$10.5K
|
+120
|
+13%
|
|
|
171
|
Tower Research Capital (TRC)
New York
|
$87K
|
-$5.57M
|
-63,575
|
-98%
|
|
|
172
|
VitalStone Financial
Shavano Park,
Texas
|
$85K
|
+$85.6K
|
+977
|
New
|
|
|
173
|
Belpointe Asset Management
Reno,
Nevada
|
$84.8K
|
+$85.3K
|
+974
|
New
|
|
|
174
|
Pflug Koory
Omaha,
Nebraska
|
$79K
|
–
|
–
|
–
|
|
|
175
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$76.7K
|
+$77.1K
|
+880
|
New
|
|
