|
26
|
White Pine Investment Company
Livonia,
Michigan
|
$944K
|
+$82.4K
|
+8,274
|
+10%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$582K
|
+$388
|
+39
|
+0.1%
|
|
|
28
|
FAS Wealth Partners
Leawood,
Kansas
|
$546K
|
+$538K
|
+53,997
|
New
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$473K
|
+$57.3K
|
+5,760
|
+14%
|
|
|
30
|
MSI Financial Services
Springfield,
Massachusetts
|
$465K
|
+$121K
|
+12,114
|
+36%
|
|
|
31
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$416K
|
-$94.9K
|
-9,531
|
-19%
|
|
|
32
|
M&T Bank
Buffalo,
New York
|
$303K
|
–
|
–
|
–
|
|
|
33
|
Cahill Financial Advisors
Edina,
Minnesota
|
$271K
|
+$267K
|
+26,823
|
New
|
|
|
34
|
|
$256K
|
+$164K
|
+16,506
|
+187%
|
|
|
35
|
Washington Trust Bank
Spokane,
Washington
|
$246K
|
–
|
–
|
–
|
|
|
36
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$173K
|
+$15.1K
|
+1,515
|
+10%
|
|
|
37
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$159K
|
+$77.5K
|
+7,779
|
+97%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$134K
|
+$61K
|
+6,129
|
+86%
|
|
|
39
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$125K
|
-$139K
|
-14,004
|
-53%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$91K
|
–
|
–
|
–
|
|
|
41
|
Bartlett & Co
Cincinnati,
Ohio
|
$83K
|
–
|
–
|
–
|
|
|
42
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$78K
|
–
|
–
|
–
|
|
|
43
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$77K
|
–
|
–
|
–
|
|
|
44
|
Asset Dedication LLC
San Francisco,
California
|
$47K
|
–
|
–
|
–
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$40K
|
+$39.5K
|
+3,969
|
New
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
$38K
|
+$37.4K
|
+3,756
|
New
|
|
|
47
|
SignatureFD
Atlanta,
Georgia
|
$33K
|
–
|
–
|
–
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21K
|
-$102K
|
-10,212
|
-83%
|
|
|
49
|
Tradewinds Capital Management
Bellingham,
Washington
|
$21K
|
–
|
–
|
–
|
|
|
50
|
Sonora Investment Management
Tucson,
Arizona
|
$17.5K
|
+$17.2K
|
+1,731
|
New
|
|
