|
26
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$3.1M
|
+$798K
|
+9,444
|
+37%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$3.09M
|
-$1.86K
|
-22
|
-0.1%
|
|
|
28
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$2.94M
|
–
|
–
|
–
|
|
|
29
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.84M
|
+$101K
|
+1,192
|
+4%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$2.75M
|
-$290K
|
-3,436
|
-10%
|
|
|
31
|
First American Bank
Dundee,
Illinois
|
$2.68M
|
+$381K
|
+4,510
|
+17%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$2.65M
|
+$33.3K
|
+394
|
+1%
|
|
|
33
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.5M
|
+$208K
|
+2,464
|
+10%
|
|
|
34
|
Cetera Advisors
Denver,
Colorado
|
$2.44M
|
-$250K
|
-2,954
|
-10%
|
|
|
35
|
|
$2.33M
|
+$542K
|
+6,416
|
+32%
|
|
|
36
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.32M
|
-$15.9K
|
-188
|
-0.7%
|
|
|
37
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.32M
|
-$15.9K
|
-188
|
-0.7%
|
|
|
38
|
Coastline Trust
Providence,
Rhode Island
|
$2.32M
|
-$1.69K
|
-20
|
-0.1%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$2.2M
|
+$4.9K
|
+58
|
+0.2%
|
|
|
40
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$2.03M
|
+$16.4K
|
+194
|
+0.9%
|
|
|
41
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.83M
|
+$446K
|
+5,282
|
+34%
|
|
|
42
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.76M
|
–
|
–
|
–
|
|
|
43
|
Waverly Advisors
Birmingham,
Alabama
|
$1.75M
|
–
|
–
|
–
|
|
|
44
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.61M
|
+$128K
|
+1,512
|
+9%
|
|
|
45
|
EQ LLC
Bellevue,
Washington
|
$1.5M
|
-$243K
|
-2,878
|
-14%
|
|
|
46
|
Naples Global Advisors
Naples,
Florida
|
$1.47M
|
–
|
–
|
–
|
|
|
47
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.43M
|
-$69.1K
|
-818
|
-5%
|
|
|
48
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.38M
|
+$33.8K
|
+400
|
+3%
|
|
|
49
|
Atria Investments
Charlotte,
North Carolina
|
$1.35M
|
-$138K
|
-1,630
|
-10%
|
|
|
50
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.35M
|
-$138K
|
-1,630
|
-10%
|
|
