|
26
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.42M
|
–
|
–
|
–
|
|
|
27
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.22M
|
-$773K
|
-11,834
|
-25%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$1.8M
|
+$145K
|
+2,226
|
+9%
|
|
|
29
|
|
$1.67M
|
+$1.7M
|
+26,084
|
New
|
|
|
30
|
L.J. Altfest & Co
New York
|
$1.59M
|
+$80.6K
|
+1,234
|
+5%
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$1.5M
|
-$165K
|
-2,526
|
-10%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$1.33M
|
-$14.7K
|
-225
|
-1%
|
|
|
33
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.33M
|
-$12.7K
|
-195
|
-1%
|
|
|
34
|
TRB Wealth Management
Houston,
Texas
|
$1.09M
|
+$2.74K
|
+42
|
+0.2%
|
|
|
35
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.01M
|
+$46.4K
|
+711
|
+5%
|
|
|
36
|
Simon Quick Advisors
Morristown,
New Jersey
|
$955K
|
+$19.9K
|
+304
|
+2%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$900K
|
+$551K
|
+8,442
|
+151%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$805K
|
+$64.1K
|
+981
|
+8%
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$790K
|
+$776K
|
+11,886
|
+2,695%
|
|
|
40
|
SCS Capital Management
Boston,
Massachusetts
|
$788K
|
-$20.3K
|
-311
|
-2%
|
|
|
41
|
Bienville Capital Management
New York
|
$776K
|
+$790K
|
+12,099
|
New
|
|
|
42
|
Grove Bank & Trust
Miami,
Florida
|
$727K
|
-$37.6K
|
-575
|
-5%
|
|
|
43
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$710K
|
–
|
–
|
–
|
|
|
44
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$660K
|
+$26.8K
|
+410
|
+4%
|
|
|
45
|
NorthRock Partners
Minneapolis,
Minnesota
|
$633K
|
–
|
–
|
–
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$620K
|
+$439K
|
+6,720
|
+228%
|
|
|
47
|
Valued Retirements
Houston,
Texas
|
$617K
|
–
|
–
|
–
|
|
|
48
|
Whittier Trust
South Pasadena,
California
|
$614K
|
–
|
–
|
–
|
|
|
49
|
|
$593K
|
+$548K
|
+8,395
|
+1,080%
|
|
|
50
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$538K
|
–
|
–
|
–
|
|
