|
26
|
Whittier Trust
South Pasadena,
California
|
$675K
|
-$10.5K
|
-616
|
-2%
|
|
|
27
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$630K
|
+$100K
|
+5,876
|
+19%
|
|
|
28
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$582K
|
–
|
–
|
–
|
|
|
29
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$528K
|
-$133K
|
-7,815
|
-20%
|
|
|
30
|
Cooper Financial Group
Irvine,
California
|
$489K
|
+$42K
|
+2,459
|
+9%
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$489K
|
+$7.36K
|
+431
|
+2%
|
|
|
32
|
Private Advisor Group
Morristown,
New Jersey
|
$480K
|
+$30.5K
|
+1,789
|
+7%
|
|
|
33
|
Schnieders Capital Management
Pasadena,
California
|
$476K
|
+$72.6K
|
+4,250
|
+18%
|
|
|
34
|
NWF Advisory Services
Los Angeles,
California
|
$437K
|
+$458K
|
+26,800
|
New
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$390K
|
+$384K
|
+22,512
|
New
|
|
|
36
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$358K
|
-$4.9K
|
-287
|
-1%
|
|
|
37
|
Raymond James Trust
St. Petersburg,
Florida
|
$320K
|
-$12.6K
|
-738
|
-4%
|
|
|
38
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$263K
|
+$10.3K
|
+604
|
+4%
|
|
|
39
|
King Wealth Management Group
Naples,
Florida
|
$261K
|
-$5.79K
|
-339
|
-2%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$247K
|
+$973
|
+57
|
+0.4%
|
|
|
41
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$239K
|
–
|
–
|
–
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$208K
|
+$38.4K
|
+2,248
|
+22%
|
|
|
43
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$207K
|
+$8.54K
|
+500
|
+4%
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$206K
|
+$207K
|
+12,109
|
New
|
|
|
45
|
Triad Investment Management
Newport Beach,
California
|
$205K
|
+$137
|
+8
|
+0.1%
|
|
|
46
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$205K
|
-$30.7K
|
-1,800
|
-13%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$199K
|
-$1.95K
|
-114
|
-1%
|
|
|
48
|
Benedetti & Gucer
Atlanta,
Georgia
|
$199K
|
+$200K
|
+11,700
|
New
|
|
|
49
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$193K
|
+$193K
|
+11,325
|
New
|
|
|
50
|
Good Life Advisors
Reading,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
