|
51
|
Cobiz Wealth
Denver,
Colorado
|
$340K
|
-$28.6K
|
-873
|
-8%
|
|
|
52
|
M&T Bank
Buffalo,
New York
|
$318K
|
–
|
–
|
–
|
|
|
53
|
Ruggie Capital Group
Tavares,
Florida
|
$297K
|
+$39.1K
|
+1,191
|
+16%
|
|
|
54
|
BOK Financial Private Wealth
Denver,
Colorado
|
$269K
|
–
|
–
|
–
|
|
|
55
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$249K
|
-$4.33K
|
-132
|
-2%
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$235K
|
-$10.7K
|
-327
|
-5%
|
|
|
57
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$232K
|
+$223K
|
+6,789
|
New
|
|
|
58
|
Joel Isaacson & Co
New York
|
$205K
|
–
|
–
|
–
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$197K
|
+$36.6K
|
+1,116
|
+24%
|
|
|
60
|
WFG Advisors
Dallas,
Texas
|
$164K
|
+$14.3K
|
+435
|
+10%
|
|
|
61
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$154K
|
–
|
–
|
–
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$133K
|
–
|
–
|
–
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$103K
|
–
|
–
|
–
|
|
|
64
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$76K
|
–
|
–
|
–
|
|
|
65
|
AssetMark Inc
Concord,
California
|
$56K
|
-$29.6K
|
-903
|
-35%
|
|
|
66
|
SEI Investments
Oaks,
Pennsylvania
|
$56K
|
+$25.9K
|
+789
|
+93%
|
|
|
67
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$50K
|
–
|
–
|
–
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$48K
|
+$42.1K
|
+1,284
|
+1,044%
|
|
|
69
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$40K
|
+$38.4K
|
+1,170
|
New
|
|
|
70
|
D.A. Davidson & Co
Great Falls,
Montana
|
$18K
|
-$72.5K
|
-2,211
|
-80%
|
|
|
71
|
Gradient Investments
Arden Hills,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
72
|
Fusion Family Wealth
Woodbury,
New York
|
$16K
|
+$15.5K
|
+474
|
New
|
|
|
73
|
Krilogy Financial
St. Louis,
Missouri
|
$12K
|
+$98
|
+3
|
+0.9%
|
|
|
74
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
+$4.43K
|
+135
|
+75%
|
|
|
75
|
Next Financial Group
Houston,
Texas
|
$9K
|
–
|
–
|
–
|
|
