|
26
|
Chevy Chase Trust
Bethesda,
Maryland
|
$326K
|
-$53.6K
|
-4,000
|
-14%
|
|
|
27
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$296K
|
+$7.8K
|
+582
|
+3%
|
|
|
28
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$236K
|
–
|
–
|
–
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
30
|
American Portfolios Advisors
Holbrook,
New York
|
$212K
|
+$218K
|
+16,266
|
New
|
|
|
31
|
Cottage Street Advisors
Marion,
Massachusetts
|
$183K
|
–
|
–
|
–
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$179K
|
-$8.77K
|
-654
|
-5%
|
|
|
33
|
Raymond James Trust
St. Petersburg,
Florida
|
$169K
|
–
|
–
|
–
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$169K
|
+$134K
|
+9,975
|
+330%
|
|
|
35
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$165K
|
+$170K
|
+12,650
|
New
|
|
|
36
|
Oppenheimer & Co
New York
|
$164K
|
-$1.03K
|
-77
|
-0.6%
|
|
|
37
|
Essex Financial Services
Essex,
Connecticut
|
$162K
|
–
|
–
|
–
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$131K
|
+$135K
|
+10,064
|
New
|
|
|
39
|
First Allied Advisory Services
San Diego,
California
|
$130K
|
–
|
–
|
–
|
|
|
40
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$130K
|
+$134K
|
+10,000
|
New
|
|
|
41
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$128K
|
–
|
–
|
–
|
|
|
42
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$128K
|
+$132K
|
+9,838
|
New
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
44
|
Brown Brothers Harriman & Co
New York
|
$104K
|
–
|
–
|
–
|
|
|
45
|
MGO One Seven
Beachwood,
Ohio
|
$94K
|
-$18.3K
|
-1,366
|
-16%
|
|
|
46
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$90K
|
-$51.4K
|
-3,833
|
-36%
|
|
|
47
|
SEI Investments
Oaks,
Pennsylvania
|
$90K
|
–
|
–
|
–
|
|
|
48
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$78K
|
–
|
–
|
–
|
|
|
49
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$76K
|
–
|
–
|
–
|
|
|
50
|
SeaCrest Wealth Management
Purchase,
New York
|
$74K
|
–
|
–
|
–
|
|
