|
51
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4.92M
|
+$4.88M
|
+103,232
|
New
|
|
|
52
|
LPL Financial
San Diego,
California
|
$4.92M
|
-$264K
|
-5,589
|
-5%
|
|
|
53
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.9M
|
+$114K
|
+2,407
|
+2%
|
|
|
54
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$4.89M
|
-$635K
|
-13,418
|
-12%
|
|
|
55
|
CX Institutional
Auburn,
Indiana
|
$4.33M
|
+$2.83M
|
+59,878
|
+195%
|
|
|
56
|
Franklin Resources
San Mateo,
California
|
$4.09M
|
+$299K
|
+6,314
|
+8%
|
|
|
57
|
Capital Insight Partners
Scottsdale,
Arizona
|
$4.02M
|
-$201K
|
-4,250
|
-5%
|
|
|
58
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$3.95M
|
+$309K
|
+6,539
|
+9%
|
|
|
59
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$3.95M
|
+$309K
|
+6,539
|
+9%
|
|
|
60
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.75M
|
-$48.2K
|
-1,019
|
-1%
|
|
|
61
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.65M
|
+$45.2K
|
+956
|
+1%
|
|
|
62
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$3.5M
|
+$135K
|
+2,848
|
+4%
|
|
|
63
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.5M
|
+$3.48M
|
+73,480
|
New
|
|
|
64
|
KWMG LLC
Overland Park,
Kansas
|
$3.39M
|
+$62.5K
|
+1,321
|
+2%
|
|
|
65
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.37M
|
-$7.53M
|
-159,172
|
-69%
|
|
|
66
|
Stelac Advisory Services
New York
|
$3.04M
|
+$14.8K
|
+312
|
+0.5%
|
|
|
67
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$2.98M
|
-$73.9K
|
-1,562
|
-2%
|
|
|
68
|
Wells Fargo
San Francisco,
California
|
$2.96M
|
-$1.13M
|
-23,844
|
-28%
|
|
|
69
|
Ameriprise
Minneapolis,
Minnesota
|
$2.93M
|
-$5.33M
|
-112,621
|
-65%
|
|
|
70
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.92M
|
+$248K
|
+5,237
|
+9%
|
|
|
71
|
Forte Asset Management
Bedford,
New York
|
$2.7M
|
-$581K
|
-12,285
|
-18%
|
|
|
72
|
Bank of New York Mellon
New York
|
$2.59M
|
-$29.4M
|
-620,990
|
-92%
|
|
|
73
|
Destiny Wealth Partners
Tavares,
Florida
|
$2.45M
|
+$270K
|
+5,698
|
+12%
|
|
|
74
|
Beta Wealth Group
San Diego,
California
|
$2.41M
|
+$2.14M
|
+45,195
|
+836%
|
|
|
75
|
Lido Advisors
Los Angeles,
California
|
$2.37M
|
+$69.9K
|
+1,478
|
+3%
|
|
