|
26
|
Atwood & Palmer
Kansas City,
Missouri
|
$947K
|
+$330K
|
+6,500
|
+53%
|
|
|
27
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$878K
|
+$66.5K
|
+1,311
|
+8%
|
|
|
28
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$749K
|
+$750K
|
+14,790
|
New
|
|
|
29
|
Regal Investment Advisors
Kentwood,
Michigan
|
$657K
|
+$52.6K
|
+1,038
|
+9%
|
|
|
30
|
First Foundation Advisors
Irvine,
California
|
$624K
|
–
|
–
|
–
|
|
|
31
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$571K
|
+$122K
|
+2,400
|
+27%
|
|
|
32
|
Old Mission Capital
Chicago,
Illinois
|
$562K
|
-$1.39M
|
-27,395
|
-71%
|
|
|
33
|
Synovus Financial
Columbus,
Georgia
|
$446K
|
+$101
|
+2
|
+0%
|
|
|
34
|
Evermay Wealth Management
Arlington,
Virginia
|
$411K
|
+$292K
|
+5,765
|
+245%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$364K
|
-$1.2M
|
-23,749
|
-77%
|
|
|
36
|
Probity Advisors
Dallas,
Texas
|
$352K
|
+$558
|
+11
|
+0.2%
|
|
|
37
|
Sage Rhino Capital
Menlo Park,
California
|
$338K
|
-$428K
|
-8,446
|
-56%
|
|
|
38
|
Bank of New York Mellon
New York
|
$329K
|
+$329K
|
+6,486
|
New
|
|
|
39
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$298K
|
+$74.8K
|
+1,475
|
+34%
|
|
|
40
|
Brio Consultants
San Francisco,
California
|
$286K
|
+$40.4K
|
+797
|
+16%
|
|
|
41
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$249K
|
–
|
–
|
–
|
|
|
42
|
Frontier Wealth Management
Kansas City,
Missouri
|
$246K
|
+$247K
|
+4,864
|
New
|
|
|
43
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$239K
|
-$5.48K
|
-108
|
-2%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$212K
|
+$212K
|
+4,190
|
New
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$210K
|
+$210K
|
+4,145
|
New
|
|
|
46
|
|
$198K
|
+$198K
|
+3,907
|
New
|
|
|
47
|
Community Bank
Dewitt,
New York
|
$101K
|
–
|
–
|
–
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$61K
|
–
|
–
|
–
|
|
|
49
|
Minot Wealth Management
Westwood,
Massachusetts
|
–
|
-$250K
|
-4,924
|
Closed
|
|
|
50
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$211K
|
-4,167
|
Closed
|
|
