|
26
|
Bank of New York Mellon
New York
|
$505K
|
+$497K
|
+17,301
|
New
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$500K
|
+$492K
|
+17,123
|
New
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$477K
|
+$17.4K
|
+607
|
+4%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$374K
|
+$14.6K
|
+510
|
+4%
|
|
|
30
|
Cetera Advisors
Denver,
Colorado
|
$343K
|
-$37.7K
|
-1,312
|
-10%
|
|
|
31
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$324K
|
+$103K
|
+3,579
|
+48%
|
|
|
32
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$281K
|
+$14.7K
|
+512
|
+6%
|
|
|
33
|
M&T Bank
Buffalo,
New York
|
$269K
|
–
|
–
|
–
|
|
|
34
|
Northern Trust
Chicago,
Illinois
|
$252K
|
+$248K
|
+8,630
|
New
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$244K
|
+$36.8K
|
+1,280
|
+18%
|
|
|
36
|
Wealthfront
Palo Alto,
California
|
$244K
|
+$240K
|
+8,350
|
New
|
|
|
37
|
|
$225K
|
+$94K
|
+3,273
|
+74%
|
|
|
38
|
IFC Holdings
Tampa,
Florida
|
$210K
|
+$204K
|
+7,105
|
New
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$209K
|
+$71.3K
|
+2,482
|
+53%
|
|
|
40
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$117K
|
+$86.7K
|
+3,020
|
+302%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$116K
|
+$114K
|
+3,964
|
New
|
|
|
42
|
D.A. Davidson & Co
Great Falls,
Montana
|
$99K
|
-$54.6K
|
-1,900
|
-36%
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47K
|
+$45.8K
|
+1,596
|
New
|
|
|
44
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$46K
|
–
|
–
|
–
|
|
|
45
|
Patten Group
Chattanooga,
Tennessee
|
$35K
|
-$75.8K
|
-2,638
|
-68%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$32K
|
+$31.9K
|
+1,112
|
New
|
|
|
47
|
Next Financial Group
Houston,
Texas
|
$30K
|
–
|
–
|
–
|
|
|
48
|
SEI Investments
Oaks,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
49
|
WFG Advisors
Dallas,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11K
|
+$10.8K
|
+375
|
New
|
|
