|
26
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.47M
|
-$50.6K
|
-3,206
|
-3%
|
|
|
27
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.46M
|
-$20.9K
|
-1,326
|
-1%
|
|
|
28
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.41M
|
+$1.42M
|
+90,000
|
New
|
|
|
29
|
Karpus Investment Management
Pittsford,
New York
|
$1.38M
|
-$5.4M
|
-342,127
|
-80%
|
|
|
30
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.24M
|
-$161K
|
-10,184
|
-11%
|
|
|
31
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.24M
|
-$161K
|
-10,184
|
-11%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.1M
|
+$152K
|
+9,600
|
+16%
|
|
|
33
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.01M
|
+$70.9K
|
+4,488
|
+7%
|
|
|
34
|
Leo Brokerage
Hurst,
Texas
|
$970K
|
+$997K
|
+63,123
|
New
|
|
|
35
|
Camelot Portfolios
Maumee,
Ohio
|
$849K
|
-$81.4K
|
-5,159
|
-9%
|
|
|
36
|
Patten Group
Chattanooga,
Tennessee
|
$751K
|
+$53.9K
|
+3,416
|
+8%
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$650K
|
+$655K
|
+41,507
|
New
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$647K
|
-$28.7K
|
-1,815
|
-4%
|
|
|
39
|
Sanders Morris Harris
Houston,
Texas
|
$610K
|
–
|
–
|
–
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$552K
|
+$69.3K
|
+4,391
|
+14%
|
|
|
41
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$542K
|
–
|
–
|
–
|
|
|
42
|
Bank of New York Mellon
New York
|
$515K
|
-$50.5K
|
-3,201
|
-9%
|
|
|
43
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$506K
|
+$102K
|
+6,451
|
+25%
|
|
|
44
|
Buffington Mohr McNeal
Boise,
Idaho
|
$470K
|
–
|
–
|
–
|
|
|
45
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$468K
|
+$300K
|
+19,030
|
+175%
|
|
|
46
|
9258 Wealth Management
Blue Ash,
Ohio
|
$467K
|
-$48K
|
-3,040
|
-9%
|
|
|
47
|
SteelPeak Wealth
Woodland Hills,
California
|
$456K
|
+$459K
|
+29,094
|
New
|
|
|
48
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$432K
|
-$111K
|
-7,000
|
-20%
|
|
|
49
|
Detalus Advisors
St. Louis,
Missouri
|
$407K
|
-$18.7K
|
-1,183
|
-4%
|
|
|
50
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$402K
|
+$3.49K
|
+221
|
+0.9%
|
|
