|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$287K
|
+$274K
|
+18,022
|
New
|
|
|
27
|
|
$250K
|
-$1.35M
|
-89,225
|
-85%
|
|
|
28
|
Bison Wealth
Atlanta,
Georgia
|
$234K
|
-$2.98K
|
-196
|
-1%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$234K
|
+$9.3K
|
+613
|
+4%
|
|
|
30
|
First Foundation Advisors
Irvine,
California
|
$222K
|
–
|
–
|
–
|
|
|
31
|
Sunbelt Securities
Houston,
Texas
|
$214K
|
+$204K
|
+13,455
|
New
|
|
|
32
|
MSI Financial Services
Springfield,
Massachusetts
|
$197K
|
-$9.59K
|
-632
|
-5%
|
|
|
33
|
Advisory Alpha
Holland,
Michigan
|
$182K
|
+$166K
|
+10,917
|
New
|
|
|
34
|
Weiss Asset Management
Boston,
Massachusetts
|
$167K
|
+$159K
|
+10,495
|
New
|
|
|
35
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$159K
|
–
|
–
|
–
|
|
|
36
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$119K
|
–
|
–
|
–
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$103K
|
–
|
–
|
–
|
|
|
38
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$101K
|
+$94.7K
|
+6,238
|
New
|
|
|
39
|
Advisor Group
Phoenix,
Arizona
|
$72K
|
–
|
–
|
–
|
|
|
40
|
D.A. Davidson & Co
Great Falls,
Montana
|
$51K
|
+$49.3K
|
+3,250
|
New
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$46K
|
+$5.62K
|
+370
|
+14%
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$14K
|
+$13.7K
|
+900
|
New
|
|
|
43
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$11.6K
|
–
|
–
|
–
|
|
|
44
|
First Interstate Bank
Billings,
Montana
|
$10K
|
+$9.84K
|
+648
|
New
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$8K
|
–
|
–
|
–
|
|
|
46
|
Winch Advisory Services
Appleton,
Wisconsin
|
$7K
|
+$76
|
+5
|
+1%
|
|
|
47
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
48
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$1.82M
|
-115,386
|
Closed
|
|
|
49
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$11K
|
-716
|
Closed
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-110
|
Closed
|
|
