|
26
|
NBT Bank
Norwich,
New York
|
$1.23M
|
-$36.7K
|
-1,351
|
-3%
|
|
|
27
|
Tocqueville Asset Management
New York
|
$1.18M
|
-$236K
|
-8,700
|
-17%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
-$1.38M
|
-50,857
|
-54%
|
|
|
29
|
Rockefeller Capital Management
New York
|
$1.11M
|
-$24.4K
|
-897
|
-2%
|
|
|
30
|
Dowling & Yahnke
San Diego,
California
|
$1.08M
|
-$537K
|
-19,773
|
-33%
|
|
|
31
|
Kalos Management
Alpharetta,
Georgia
|
$1.04M
|
+$415K
|
+15,261
|
+69%
|
|
|
32
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$965K
|
–
|
–
|
–
|
|
|
33
|
The Family Firm
Bethesda,
Maryland
|
$741K
|
+$49K
|
+1,803
|
+7%
|
|
|
34
|
Toth Financial Advisory
Leesburg,
Virginia
|
$701K
|
-$37.1K
|
-1,364
|
-5%
|
|
|
35
|
First Citizens Financial Corp
Mason City,
Iowa
|
$686K
|
+$4.76K
|
+175
|
+0.7%
|
|
|
36
|
First Merchants Corp
Muncie,
Indiana
|
$671K
|
+$23.9K
|
+881
|
+4%
|
|
|
37
|
Ameriprise
Minneapolis,
Minnesota
|
$610K
|
+$79.1K
|
+2,910
|
+15%
|
|
|
38
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$590K
|
-$86.1K
|
-3,168
|
-13%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$569K
|
-$76.2K
|
-2,805
|
-12%
|
|
|
40
|
Cullen Capital Management
New York
|
$557K
|
+$549K
|
+20,200
|
New
|
|
|
41
|
WealthSource Partners
San Luis Obispo,
California
|
$540K
|
-$424K
|
-15,611
|
-44%
|
|
|
42
|
Aveo Capital Partners
Englewood,
Colorado
|
$498K
|
-$827K
|
-30,411
|
-63%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$495K
|
+$488K
|
+17,943
|
New
|
|
|
44
|
Capital Investment Advisors
Atlanta,
Georgia
|
$469K
|
–
|
–
|
–
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$451K
|
-$126K
|
-4,636
|
-22%
|
|
|
46
|
Prudential Financial
Newark,
New Jersey
|
$441K
|
+$35.6K
|
+1,310
|
+9%
|
|
|
47
|
Financial Counselors Inc
Overland Park,
Kansas
|
$433K
|
–
|
–
|
–
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
$431K
|
+$192K
|
+7,082
|
+83%
|
|
|
49
|
Comerica Bank
Dallas,
Texas
|
$384K
|
–
|
–
|
–
|
|
|
50
|
Veritable
Wilmington,
Delaware
|
$381K
|
-$34.9K
|
-1,285
|
-8%
|
|
