|
51
|
US Bancorp
Minneapolis,
Minnesota
|
$271K
|
–
|
–
|
–
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$268K
|
-$103K
|
-3,922
|
-29%
|
|
|
53
|
|
$251K
|
-$530K
|
-20,215
|
-69%
|
|
|
54
|
Ameriprise
Minneapolis,
Minnesota
|
$247K
|
-$12.8K
|
-488
|
-5%
|
|
|
55
|
Lido Advisors
Los Angeles,
California
|
$236K
|
-$37.9K
|
-1,446
|
-14%
|
|
|
56
|
Aspiriant LLC
Los Angeles,
California
|
$235K
|
-$58.6K
|
-2,237
|
-21%
|
|
|
57
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$234K
|
–
|
–
|
–
|
|
|
58
|
Logan Stone Capital
Chicago,
Illinois
|
$232K
|
+$221K
|
+8,423
|
New
|
|
|
59
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$230K
|
+$219K
|
+8,340
|
New
|
|
|
60
|
Citadel Advisors
Miami,
Florida
|
$229K
|
+$218K
|
+8,310
|
New
|
|
|
61
|
Empirical Wealth Management
Seattle,
Washington
|
$227K
|
-$43.3K
|
-1,650
|
-17%
|
|
|
62
|
Old Port Advisors
Portland,
Maine
|
$225K
|
+$214K
|
+8,163
|
New
|
|
|
63
|
United Capital Financial Advisors
Irving,
Texas
|
$221K
|
-$224K
|
-8,551
|
-52%
|
|
|
64
|
Old Mission Capital
Chicago,
Illinois
|
$219K
|
-$218K
|
-8,329
|
-51%
|
|
|
65
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$218K
|
+$207K
|
+7,900
|
New
|
|
|
66
|
Bear Mountain Capital
Seattle,
Washington
|
$215K
|
-$6.34K
|
-242
|
-3%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$202K
|
+$192K
|
+7,333
|
New
|
|
|
68
|
BBJS Financial Advisors
Seattle,
Washington
|
$139K
|
-$15.6K
|
-595
|
-11%
|
|
|
69
|
Eastern Bank
Boston,
Massachusetts
|
$138K
|
+$131K
|
+5,000
|
New
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$136K
|
-$15.8K
|
-604
|
-11%
|
|
|
71
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$131K
|
+$125K
|
+4,750
|
New
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$117K
|
+$82.6K
|
+3,150
|
+301%
|
|
|
73
|
William Blair & Company
Chicago,
Illinois
|
$115K
|
–
|
–
|
–
|
|
|
74
|
Richardson Financial Services
Medway,
Massachusetts
|
$96K
|
–
|
–
|
–
|
|
|
75
|
Paladin Advisory Group
Clive,
Iowa
|
$91.6K
|
–
|
–
|
–
|
|
