|
51
|
|
$504K
|
–
|
–
|
–
|
|
|
52
|
Private Trust Company
Cleveland,
Ohio
|
$502K
|
–
|
–
|
–
|
|
|
53
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$452K
|
-$47.7K
|
-1,325
|
-10%
|
|
|
54
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$426K
|
+$34K
|
+945
|
+9%
|
|
|
55
|
M&T Bank
Buffalo,
New York
|
$346K
|
–
|
–
|
–
|
|
|
56
|
Ruggie Capital Group
Tavares,
Florida
|
$320K
|
–
|
–
|
–
|
|
|
57
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$277K
|
+$27.3K
|
+759
|
+11%
|
|
|
58
|
BOK Financial Private Wealth
Denver,
Colorado
|
$261K
|
-$30.7K
|
-852
|
-11%
|
|
|
59
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$240K
|
-$16.7K
|
-465
|
-7%
|
|
|
60
|
Sunbelt Securities
Houston,
Texas
|
$228K
|
+$220K
|
+6,115
|
New
|
|
|
61
|
Joel Isaacson & Co
New York
|
$223K
|
–
|
–
|
–
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$197K
|
-$85.1K
|
-2,364
|
-31%
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
$195K
|
-$7.23K
|
-201
|
-4%
|
|
|
64
|
Landaas & Company
Milwaukee,
Wisconsin
|
$191K
|
+$185K
|
+5,131
|
New
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$151K
|
–
|
–
|
–
|
|
|
66
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$140K
|
-$8.53K
|
-237
|
-6%
|
|
|
67
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$132K
|
+$123K
|
+3,405
|
New
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$112K
|
–
|
–
|
–
|
|
|
69
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$104K
|
–
|
–
|
–
|
|
|
70
|
Evercore Wealth Management
New York
|
$99K
|
+$95.7K
|
+2,661
|
New
|
|
|
71
|
Portfolio Solutions
Royal Oak,
Michigan
|
$91K
|
+$87.5K
|
+2,433
|
New
|
|
|
72
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$74K
|
+$28.5K
|
+791
|
+67%
|
|
|
73
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$50K
|
-$21.4K
|
-594
|
-31%
|
|
|
74
|
Intellectus Partners
San Francisco,
California
|
$42K
|
–
|
–
|
–
|
|
|
75
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$18K
|
+$17.4K
|
+485
|
New
|
|
