|
26
|
Creative Planning
Overland Park,
Kansas
|
$338K
|
+$954
|
+17
|
+0.3%
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
28
|
D.A. Davidson & Co
Great Falls,
Montana
|
$287K
|
+$3.03K
|
+54
|
+1%
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$268K
|
+$1.29K
|
+23
|
+0.5%
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$252K
|
+$250K
|
+4,459
|
New
|
|
|
31
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$250K
|
+$2.92K
|
+52
|
+1%
|
|
|
32
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$238K
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$235K
|
+$449
|
+8
|
+0.2%
|
|
|
34
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$232K
|
+$236K
|
+4,209
|
New
|
|
|
35
|
ORG Partners
Roanoke,
Indiana
|
$228K
|
+$229K
|
+4,075
|
New
|
|
|
36
|
Caprock Group
Boise,
Idaho
|
$227K
|
-$39.3K
|
-700
|
-15%
|
|
|
37
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$217K
|
-$42.9K
|
-765
|
-17%
|
|
|
38
|
Whittier Trust
South Pasadena,
California
|
$211K
|
–
|
–
|
–
|
|
|
39
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$150K
|
-$6.4K
|
-114
|
-4%
|
|
|
40
|
Live Oak Investment Partners
Austin,
Texas
|
$143K
|
–
|
–
|
–
|
|
|
41
|
NorthRock Partners
Minneapolis,
Minnesota
|
$92.7K
|
–
|
–
|
–
|
|
|
42
|
4Thought Financial Group
Syosset,
New York
|
$83.6K
|
-$1.68K
|
-30
|
-2%
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$77.2K
|
+$3.2K
|
+57
|
+4%
|
|
|
44
|
Franklin Resources
San Mateo,
California
|
$70.6K
|
–
|
–
|
–
|
|
|
45
|
Robinswood Financial
Kirkland,
Washington
|
$39.3K
|
–
|
–
|
–
|
|
|
46
|
Westside Investment Management
Santa Monica,
California
|
$37.3K
|
+$3.37K
|
+60
|
+10%
|
|
|
47
|
Principal Securities
Des Moines,
Iowa
|
$30.8K
|
+$1.24K
|
+22
|
+4%
|
|
|
48
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$24.6K
|
–
|
–
|
–
|
|
|
49
|
US Bancorp
Minneapolis,
Minnesota
|
$11.3K
|
–
|
–
|
–
|
|
|
50
|
|
$11K
|
-$168
|
-3
|
-2%
|
|
