|
51
|
Fiducient Advisors
Chicago,
Illinois
|
$362K
|
+$383K
|
+15,219
|
New
|
|
|
52
|
Upper Left Wealth Management
Tampa,
Florida
|
$341K
|
+$45K
|
+1,788
|
+14%
|
|
|
53
|
Comerica Bank
Dallas,
Texas
|
$331K
|
+$350K
|
+13,902
|
New
|
|
|
54
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$323K
|
-$47.4K
|
-1,881
|
-12%
|
|
|
55
|
Empirical Wealth Management
Seattle,
Washington
|
$321K
|
-$3.78K
|
-150
|
-1%
|
|
|
56
|
Mercer Global Advisors
Denver,
Colorado
|
$317K
|
+$3.1K
|
+123
|
+0.9%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$309K
|
+$8.66K
|
+344
|
+3%
|
|
|
58
|
SVB Wealth
Boston,
Massachusetts
|
$308K
|
+$8.86K
|
+352
|
+3%
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$282K
|
-$5.16K
|
-205
|
-2%
|
|
|
60
|
Ameriprise
Minneapolis,
Minnesota
|
$281K
|
-$4.68K
|
-186
|
-2%
|
|
|
61
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$280K
|
-$33.1K
|
-1,316
|
-10%
|
|
|
62
|
Park Avenue Securities
New York
|
$267K
|
-$2.06K
|
-82
|
-0.7%
|
|
|
63
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$255K
|
-$3.35K
|
-133
|
-1%
|
|
|
64
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$244K
|
-$3.8K
|
-151
|
-1%
|
|
|
65
|
|
$236K
|
+$250K
|
+9,948
|
New
|
|
|
66
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$217K
|
-$1.32M
|
-52,559
|
-85%
|
|
|
67
|
Old Port Advisors
Portland,
Maine
|
$215K
|
+$228K
|
+9,042
|
New
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$214K
|
-$6.09K
|
-242
|
-3%
|
|
|
69
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$202K
|
–
|
–
|
–
|
|
|
70
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$191K
|
-$116K
|
-4,613
|
-37%
|
|
|
71
|
William Blair & Company
Chicago,
Illinois
|
$128K
|
–
|
–
|
–
|
|
|
72
|
NewEdge Advisors
New Orleans,
Louisiana
|
$105K
|
+$88K
|
+3,493
|
+385%
|
|
|
73
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$90.9K
|
+$96.3K
|
+3,823
|
New
|
|
|
74
|
First Horizon Advisors
Memphis,
Tennessee
|
$89.2K
|
-$20.7K
|
-821
|
-18%
|
|
|
75
|
Harbour Investments
Madison,
Wisconsin
|
$83.7K
|
+$8.59K
|
+341
|
+11%
|
|
