|
201
|
WhitTier Trust Company
Reno,
Nevada
|
$54K
|
–
|
–
|
–
|
|
|
202
|
Creative Planning
Overland Park,
Kansas
|
$54K
|
+$5.32K
|
+98
|
+11%
|
|
|
203
|
Meeder Asset Management
Dublin,
Ohio
|
$49K
|
+$7.6K
|
+140
|
+18%
|
|
|
204
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$46K
|
-$10.9K
|
-200
|
-19%
|
|
|
205
|
US Bancorp
Minneapolis,
Minnesota
|
$41K
|
–
|
–
|
–
|
|
|
206
|
Advisor Group
Phoenix,
Arizona
|
$34K
|
+$21.7K
|
+400
|
+170%
|
|
|
207
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$33K
|
-$815
|
-15
|
-2%
|
|
|
208
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$27K
|
+$27.1K
|
+499
|
New
|
|
|
209
|
Geneos Wealth Management
Englewood,
Colorado
|
$26K
|
+$27.2K
|
+500
|
New
|
|
|
210
|
AssetMark Inc
Concord,
California
|
$20K
|
–
|
–
|
–
|
|
|
211
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19K
|
+$109
|
+2
|
+0.6%
|
|
|
212
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$19K
|
+$13.6K
|
+250
|
+250%
|
|
|
213
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
214
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
215
|
Gemmer Asset Management
Walnut Creek,
California
|
$8K
|
–
|
–
|
–
|
|
|
216
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
217
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5K
|
-$6.03K
|
-111
|
-53%
|
|
|
218
|
Whittier Trust
South Pasadena,
California
|
$5K
|
–
|
–
|
–
|
|
|
219
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4K
|
–
|
–
|
–
|
|
|
220
|
First Horizon Advisors
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
221
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
–
|
–
|
–
|
|
|
222
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$2.05K
|
–
|
–
|
–
|
|
|
223
|
Omnia Family Wealth
Aventura,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
224
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
225
|
Creative Financial Designs
Kokomo,
Indiana
|
$1K
|
–
|
–
|
–
|
|
