|
26
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$565K
|
–
|
–
|
–
|
|
|
27
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$536K
|
–
|
–
|
–
|
|
|
28
|
Wealth Architects
Mountain View,
California
|
$502K
|
+$488K
|
+10,511
|
New
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$488K
|
+$90.2K
|
+1,945
|
+24%
|
|
|
30
|
Circle Wealth Management
Summit,
New Jersey
|
$459K
|
–
|
–
|
–
|
|
|
31
|
CX Institutional
Auburn,
Indiana
|
$394K
|
+$69K
|
+1,488
|
+22%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$394K
|
+$315K
|
+6,790
|
+469%
|
|
|
33
|
Naples Global Advisors
Naples,
Florida
|
$384K
|
+$1.9K
|
+41
|
+0.5%
|
|
|
34
|
Neuberger Berman Group
New York
|
$370K
|
+$359K
|
+7,733
|
New
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$242K
|
-$273K
|
-5,883
|
-54%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$234K
|
+$228K
|
+4,904
|
New
|
|
|
37
|
Hilltop Holdings
Dallas,
Texas
|
$230K
|
–
|
–
|
–
|
|
|
38
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
39
|
United Capital Financial Advisors
Irving,
Texas
|
$208K
|
+$202K
|
+4,356
|
New
|
|
|
40
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$201K
|
–
|
–
|
–
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$179K
|
+$61K
|
+1,315
|
+54%
|
|
|
42
|
West Paces Advisors
Atlanta,
Georgia
|
$121K
|
+$40.6K
|
+875
|
+53%
|
|
|
43
|
CNB Bank
Clearfield,
Pennsylvania
|
$109K
|
-$76.3K
|
-1,645
|
-42%
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$91K
|
+$26.4K
|
+568
|
+43%
|
|
|
45
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$88K
|
+$86.1K
|
+1,855
|
New
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$79K
|
+$23.2K
|
+501
|
+44%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$79K
|
+$76.4K
|
+1,646
|
New
|
|
|
48
|
Credential Qtrade Securities
Vancouver,
|
$62.9K
|
-$9K
|
-194
|
-13%
|
|
|
49
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$58K
|
–
|
–
|
–
|
|
|
50
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$58K
|
–
|
–
|
–
|
|
