|
26
|
NBT Bank
Norwich,
New York
|
$607K
|
-$76.8K
|
-1,460
|
-11%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$498K
|
+$535K
|
+10,176
|
New
|
|
|
28
|
Studio Investment Management
Chicago,
Illinois
|
$481K
|
+$312K
|
+5,934
|
+152%
|
|
|
29
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$442K
|
-$60.5K
|
-1,150
|
-11%
|
|
|
30
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$398K
|
-$4.89K
|
-93
|
-1%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$360K
|
+$23.9K
|
+455
|
+7%
|
|
|
32
|
Colonial River Investments
Midlothian,
Virginia
|
$359K
|
+$1.74K
|
+33
|
+0.5%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$266K
|
-$205K
|
-3,904
|
-42%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$242K
|
–
|
–
|
–
|
|
|
35
|
Forum Financial Management
Lombard,
Illinois
|
$207K
|
-$12.1K
|
-230
|
-5%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$161K
|
–
|
–
|
–
|
|
|
37
|
|
$142K
|
+$27.6K
|
+524
|
+22%
|
|
|
38
|
Allworth Financial
Folsom,
California
|
$103K
|
–
|
–
|
–
|
|
|
39
|
AssetMark Inc
Concord,
California
|
$89.2K
|
+$7.42K
|
+141
|
+8%
|
|
|
40
|
Elevation Wealth Partners
Santa Rosa,
California
|
$30.7K
|
+$105
|
+2
|
+0.3%
|
|
|
41
|
Anchor Investment Management
Columbia,
South Carolina
|
$29.4K
|
–
|
–
|
–
|
|
|
42
|
Huntington National Bank
Columbus,
Ohio
|
$12.3K
|
–
|
–
|
–
|
|
|
43
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$5.04K
|
+$5.42K
|
+103
|
New
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
-$1.18M
|
-22,415
|
-100%
|
|
|
45
|
|
$3.23K
|
–
|
–
|
–
|
|
|
46
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.45K
|
-$70.2K
|
-1,335
|
-96%
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$98
|
–
|
–
|
–
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$41
|
–
|
–
|
–
|
|
|
49
|
Seven Mile Advisory
Ewing,
New Jersey
|
–
|
-$214K
|
-4,043
|
Closed
|
|
|
50
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$205K
|
-3,862
|
Closed
|
|
