|
26
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.04M
|
–
|
–
|
–
|
|
|
27
|
EntreWealth
Austin,
Texas
|
$2.02M
|
+$100K
|
+1,684
|
+5%
|
|
|
28
|
L.J. Altfest & Co
New York
|
$1.36M
|
+$3.75K
|
+63
|
+0.3%
|
|
|
29
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.18M
|
-$41.8K
|
-702
|
-4%
|
|
|
30
|
Fiducient Advisors
Chicago,
Illinois
|
$1.04M
|
+$255K
|
+4,288
|
+34%
|
|
|
31
|
UMB Bank
Kansas City,
Missouri
|
$977K
|
-$153K
|
-2,562
|
-14%
|
|
|
32
|
Grove Bank & Trust
Miami,
Florida
|
$974K
|
+$168K
|
+2,813
|
+22%
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$943K
|
+$908K
|
+15,235
|
New
|
|
|
34
|
SCS Capital Management
Boston,
Massachusetts
|
$780K
|
–
|
–
|
–
|
|
|
35
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$726K
|
–
|
–
|
–
|
|
|
36
|
Raymond James Financial
St Petersburg,
Florida
|
$693K
|
-$8.99K
|
-151
|
-1%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$665K
|
-$24.6K
|
-413
|
-4%
|
|
|
38
|
Concurrent Investment Advisors
Tampa,
Florida
|
$649K
|
+$250K
|
+4,190
|
+66%
|
|
|
39
|
Valued Retirements
Houston,
Texas
|
$645K
|
–
|
–
|
–
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$636K
|
+$126K
|
+2,122
|
+26%
|
|
|
41
|
NorthRock Partners
Minneapolis,
Minnesota
|
$611K
|
–
|
–
|
–
|
|
|
42
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$591K
|
-$18.8K
|
-315
|
-3%
|
|
|
43
|
Whittier Trust
South Pasadena,
California
|
$589K
|
+$567K
|
+9,523
|
New
|
|
|
44
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$537K
|
+$35K
|
+587
|
+7%
|
|
|
45
|
Choreo LLC
Rockford,
Illinois
|
$384K
|
–
|
–
|
–
|
|
|
46
|
Trace Wealth Advisors
Los Angeles,
California
|
$383K
|
–
|
–
|
–
|
|
|
47
|
Clearstead Advisors
Cleveland,
Ohio
|
$380K
|
-$80.1K
|
-1,345
|
-18%
|
|
|
48
|
Naples Global Advisors
Naples,
Florida
|
$371K
|
–
|
–
|
–
|
|
|
49
|
Bank of New York Mellon
New York
|
$364K
|
-$418K
|
-7,020
|
-54%
|
|
|
50
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$323K
|
-$174K
|
-2,921
|
-36%
|
|
