|
26
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$293万
|
-$6.6万
|
-248
|
-2%
|
|
|
27
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$285万
|
-$9.6万
|
-361
|
-3%
|
|
|
28
|
Bridges Investment Management
Omaha,
Nebraska
|
$279万
|
–
|
–
|
–
|
|
|
29
|
Raymond James Financial
St Petersburg,
Florida
|
$215万
|
-$5.37万
|
-202
|
-3%
|
|
|
30
|
Indivisible Partners
Clearwater,
Florida
|
$188万
|
+$181万
|
+6,812
|
新規
|
|
|
31
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$187万
|
-$2,926
|
-11
|
-0.2%
|
|
|
32
|
Bessemer Group
Woodbridge,
New Jersey
|
$184万
|
-$4.79万
|
-180
|
-3%
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
$182万
|
–
|
–
|
–
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$154万
|
+$19.7万
|
+739
|
+15%
|
|
|
35
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$151万
|
-$1.06万
|
-40
|
-0.7%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$149万
|
+$26.5万
|
+997
|
+23%
|
|
|
37
|
Victory Financial Group
Austin,
Texas
|
$129万
|
+$26.1万
|
+982
|
+27%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$125万
|
–
|
–
|
–
|
|
|
39
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$124万
|
-$8,779
|
-33
|
-0.7%
|
|
|
40
|
TIAA-CREF Individual & Institutional Services
New York
|
$117万
|
–
|
–
|
–
|
|
|
41
|
Lido Advisors
Los Angeles,
California
|
$106万
|
–
|
–
|
–
|
|
|
42
|
Sentinus LLC
Oak Brook,
Illinois
|
$104万
|
–
|
–
|
–
|
|
|
43
|
Vise Technologies
New York
|
$100万
|
+$22.8万
|
+856
|
+31%
|
|
|
44
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$97.7万
|
–
|
–
|
–
|
|
|
45
|
Fiducient Advisors
Chicago,
Illinois
|
$96.6万
|
+$93.1万
|
+3,500
|
新規
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$91.4万
|
–
|
–
|
–
|
|
|
47
|
KeyBank National Association
Cleveland,
Ohio
|
$90.8万
|
–
|
–
|
–
|
|
|
48
|
UMB Bank
Kansas City,
Missouri
|
$81.1万
|
–
|
–
|
–
|
|
|
49
|
Zacks Investment Management
Chicago,
Illinois
|
$80.1万
|
–
|
–
|
–
|
|
|
50
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$78.9万
|
–
|
–
|
–
|
|
