|
51
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.23M
|
-$146K
|
-1,619
|
-6%
|
|
|
52
|
WBH Advisory
Baltimore,
Maryland
|
$2.13M
|
-$32.8K
|
-363
|
-2%
|
|
|
53
|
|
$2.04M
|
+$637K
|
+7,046
|
+48%
|
|
|
54
|
AE Wealth Management
Topeka,
Kansas
|
$2.04M
|
+$1.55M
|
+17,151
|
+375%
|
|
|
55
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.92M
|
+$1.04M
|
+11,497
|
+129%
|
|
|
56
|
Murphy Capital Management
Bedminster,
New Jersey
|
$1.88M
|
+$28.9K
|
+320
|
+2%
|
|
|
57
|
Synovus Financial
Columbus,
Georgia
|
$1.82M
|
+$80.1K
|
+886
|
+5%
|
|
|
58
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.81M
|
+$1.49M
|
+16,442
|
+577%
|
|
|
59
|
Bank of New York Mellon
New York
|
$1.7M
|
-$15.4K
|
-170
|
-0.9%
|
|
|
60
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.63M
|
+$1.57M
|
+17,350
|
New
|
|
|
61
|
|
$1.59M
|
+$1.21M
|
+13,344
|
+370%
|
|
|
62
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.56M
|
-$244K
|
-2,701
|
-14%
|
|
|
63
|
Investment Management of Virginia
Richmond,
Virginia
|
$1.49M
|
–
|
–
|
–
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
$1.47M
|
-$253K
|
-2,796
|
-15%
|
|
|
65
|
20/20 Capital Management
Costa Mesa,
California
|
$1.46M
|
+$1.35M
|
+14,947
|
New
|
|
|
66
|
Miller Equity Capital Advisors
Irving,
Texas
|
$1.46M
|
+$1.4M
|
+15,495
|
New
|
|
|
67
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.45M
|
–
|
–
|
–
|
|
|
68
|
Global Financial Private Capital
Sarasota,
Florida
|
$1.42M
|
-$399K
|
-4,418
|
-23%
|
|
|
69
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.41M
|
-$30.6K
|
-339
|
-2%
|
|
|
70
|
Pinnacle Associates
New York
|
$1.4M
|
+$994K
|
+10,993
|
+284%
|
|
|
71
|
|
$1.39M
|
-$122K
|
-1,351
|
-8%
|
|
|
72
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.34M
|
-$65.6K
|
-726
|
-5%
|
|
|
73
|
Sabal Trust
St. Petersburg,
Florida
|
$1.33M
|
+$6.06K
|
+67
|
+0.5%
|
|
|
74
|
Appleton Partners
Boston,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
75
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.24M
|
+$29.9K
|
+331
|
+3%
|
|
