|
201
|
UMB Bank
Kansas City,
Missouri
|
$36.6K
|
+$37.6K
|
+609
|
New
|
|
|
202
|
Steward Partners Investment Advisory
New York
|
$34.7K
|
-$2.59K
|
-42
|
-7%
|
|
|
203
|
St. Johns Investment Management
Jacksonville,
Florida
|
$31.1K
|
-$394K
|
-6,376
|
-92%
|
|
|
204
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$24.8K
|
–
|
–
|
–
|
|
|
205
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$20.3K
|
-$25.4K
|
-412
|
-55%
|
|
|
206
|
US Bancorp
Minneapolis,
Minnesota
|
$16.9K
|
–
|
–
|
–
|
|
|
207
|
|
$14.2K
|
-$556
|
-9
|
-4%
|
|
|
208
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$13.8K
|
–
|
–
|
–
|
|
|
209
|
HBC Financial Services
Seattle,
Washington
|
$12K
|
+$62
|
+1
|
+3%
|
|
|
210
|
Global Retirement Partners
San Rafael,
California
|
$7.85K
|
-$1.29M
|
-20,920
|
-99%
|
|
|
211
|
ICA Group Wealth Management
Denver,
Colorado
|
$6.22K
|
–
|
–
|
–
|
|
|
212
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$6.17K
|
+$62
|
+1
|
+1%
|
|
|
213
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$6.04K
|
+$6.24K
|
+101
|
New
|
|
|
214
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$5K
|
–
|
–
|
–
|
|
|
215
|
Private Trust Company
Cleveland,
Ohio
|
$3.5K
|
-$741
|
-12
|
-17%
|
|
|
216
|
Lindbrook Capital
Calabasas,
California
|
$3K
|
–
|
–
|
–
|
|
|
217
|
Rise Advisors
Rochester,
New York
|
$2.96K
|
+$62
|
+1
|
+2%
|
|
|
218
|
Barclays
London,
United Kingdom
|
$1.5K
|
–
|
–
|
–
|
|
|
219
|
Clearview Wealth Advisors
Salem,
Oregon
|
$810
|
+$865
|
+14
|
New
|
|
|
220
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$450
|
+$494
|
+8
|
New
|
|
|
221
|
|
$375
|
–
|
–
|
–
|
|
|
222
|
Huntington National Bank
Columbus,
Ohio
|
$20
|
–
|
–
|
–
|
|
|
223
|
Stack Financial Management
Whitefish,
Montana
|
–
|
-$173M
|
-2,701,108
|
Closed
|
|
|
224
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$28.1M
|
-437,520
|
Closed
|
|
|
225
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$16.2M
|
-252,426
|
Closed
|
|
