|
26
|
Bank of New York Mellon
New York
|
$1.33M
|
+$194K
|
+3,373
|
+16%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$1.31M
|
+$204K
|
+3,537
|
+17%
|
|
|
28
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.23M
|
-$29.9K
|
-519
|
-2%
|
|
|
29
|
L.J. Altfest & Co
New York
|
$1.17M
|
+$1.73K
|
+30
|
+0.1%
|
|
|
30
|
UMB Bank
Kansas City,
Missouri
|
$1.12M
|
-$23.7K
|
-411
|
-2%
|
|
|
31
|
Fiducient Advisors
Chicago,
Illinois
|
$982K
|
–
|
–
|
–
|
|
|
32
|
Edge Capital Group
Atlanta,
Georgia
|
$683K
|
–
|
–
|
–
|
|
|
33
|
Raymond James Financial
St Petersburg,
Florida
|
$646K
|
+$685K
|
+11,906
|
New
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$636K
|
–
|
–
|
–
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$621K
|
+$118K
|
+2,055
|
+22%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$609K
|
+$1.9K
|
+33
|
+0.3%
|
|
|
37
|
Valued Retirements
Houston,
Texas
|
$565K
|
–
|
–
|
–
|
|
|
38
|
NorthRock Partners
Minneapolis,
Minnesota
|
$536K
|
–
|
–
|
–
|
|
|
39
|
Busey Bank
Urbana,
Illinois
|
$532K
|
–
|
–
|
–
|
|
|
40
|
Grove Bank & Trust
Miami,
Florida
|
$515K
|
+$280K
|
+4,869
|
+105%
|
|
|
41
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$504K
|
+$6.45K
|
+112
|
+1%
|
|
|
42
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$451K
|
-$23K
|
-400
|
-5%
|
|
|
43
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$441K
|
-$42.2K
|
-734
|
-8%
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$381K
|
-$571K
|
-9,915
|
-59%
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$378K
|
+$113K
|
+1,962
|
+39%
|
|
|
46
|
Trace Wealth Advisors
Los Angeles,
California
|
$371K
|
+$394K
|
+6,845
|
New
|
|
|
47
|
Choreo LLC
Rockford,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
48
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$359K
|
–
|
–
|
–
|
|
|
49
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$353K
|
-$7.88K
|
-137
|
-2%
|
|
|
50
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$353K
|
+$17.6K
|
+306
|
+5%
|
|
