|
101
|
Veritable
Wilmington,
Delaware
|
$466K
|
–
|
–
|
–
|
|
|
102
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$462K
|
+$467K
|
+8,147
|
New
|
|
|
103
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$452K
|
–
|
–
|
–
|
|
|
104
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$449K
|
+$57
|
+1
|
+0%
|
|
|
105
|
SII Investments
Appleton,
Wisconsin
|
$435K
|
-$240K
|
-4,177
|
-35%
|
|
|
106
|
BOK Financial Private Wealth
Denver,
Colorado
|
$382K
|
–
|
–
|
–
|
|
|
107
|
M&T Bank
Buffalo,
New York
|
$353K
|
-$73.9K
|
-1,289
|
-17%
|
|
|
108
|
Covington Capital Management
Los Angeles,
California
|
$318K
|
-$14.3K
|
-250
|
-4%
|
|
|
109
|
Northern Trust
Chicago,
Illinois
|
$301K
|
+$304K
|
+5,308
|
New
|
|
|
110
|
Cetera Investment Management
El Segundo,
California
|
$290K
|
+$294K
|
+5,128
|
New
|
|
|
111
|
|
$286K
|
-$15.2K
|
-265
|
-5%
|
|
|
112
|
Raymond James Trust
St. Petersburg,
Florida
|
$284K
|
-$42.3K
|
-737
|
-13%
|
|
|
113
|
Victory Capital Management
San Antonio,
Texas
|
$284K
|
–
|
–
|
–
|
|
|
114
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$283K
|
+$287K
|
+5,000
|
New
|
|
|
115
|
MSI Financial Services
Springfield,
Massachusetts
|
$273K
|
+$146K
|
+2,555
|
+113%
|
|
|
116
|
William Blair & Company
Chicago,
Illinois
|
$270K
|
–
|
–
|
–
|
|
|
117
|
TD Asset Management
Toronto,
Ontario, Canada
|
$269K
|
+$24.1K
|
+421
|
+10%
|
|
|
118
|
Mission Wealth Management
Santa Barbara,
California
|
$259K
|
+$15.3K
|
+266
|
+6%
|
|
|
119
|
Mercer Investments
Boston,
Massachusetts
|
$256K
|
+$3.73K
|
+65
|
+1%
|
|
|
120
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$249K
|
-$42.2K
|
-736
|
-14%
|
|
|
121
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$238K
|
–
|
–
|
–
|
|
|
122
|
Alley Company
Lake Forest,
Illinois
|
$229K
|
-$34.4K
|
-600
|
-13%
|
|
|
123
|
Yorktown Management & Research Company
Forest,
Virginia
|
$227K
|
–
|
–
|
–
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
$203K
|
+$205K
|
+3,574
|
New
|
|
|
125
|
Perkins Coie Trust Company
Seattle,
Washington
|
$201K
|
–
|
–
|
–
|
|
