|
26
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$417K
|
-$22.4K
|
-1,207
|
-5%
|
|
|
27
|
Global Endowment Management
Charlotte,
North Carolina
|
$378K
|
–
|
–
|
–
|
|
|
28
|
MSI Financial Services
Springfield,
Massachusetts
|
$374K
|
-$120K
|
-6,484
|
-25%
|
|
|
29
|
Curi RMB Capital
Chicago,
Illinois
|
$361K
|
+$353K
|
+19,065
|
New
|
|
|
30
|
Bank of New York Mellon
New York
|
$270K
|
-$97.4K
|
-5,259
|
-27%
|
|
|
31
|
Cetera Advisor Networks
El Segundo,
California
|
$229K
|
+$224K
|
+12,096
|
New
|
|
|
32
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$227K
|
+$222K
|
+12,002
|
New
|
|
|
33
|
National Planning Corporation
El Segundo,
California
|
$196K
|
+$371
|
+20
|
+0.2%
|
|
|
34
|
American National Bank & Trust
Wichita Falls,
Texas
|
$189K
|
–
|
–
|
–
|
|
|
35
|
Lebenthal Asset Management
New York
|
$158K
|
+$154K
|
+8,325
|
New
|
|
|
36
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$149K
|
-$151K
|
-8,174
|
-51%
|
|
|
37
|
Advisor Group
Phoenix,
Arizona
|
$106K
|
+$14.9K
|
+805
|
+17%
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$93K
|
-$4.63K
|
-250
|
-5%
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$82K
|
–
|
–
|
–
|
|
|
40
|
|
$74K
|
-$4.65K
|
-251
|
-6%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$73K
|
–
|
–
|
–
|
|
|
42
|
Allworth Financial
Folsom,
California
|
$68K
|
–
|
–
|
–
|
|
|
43
|
SEI Investments
Oaks,
Pennsylvania
|
$62K
|
+$33.1K
|
+1,789
|
+119%
|
|
|
44
|
Evercore Wealth Management
New York
|
$47K
|
+$37.1K
|
+2,000
|
+400%
|
|
|
45
|
Next Financial Group
Houston,
Texas
|
$43K
|
+$22.1K
|
+1,193
|
+108%
|
|
|
46
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$28K
|
-$38.6K
|
-2,083
|
-59%
|
|
|
47
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
48
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$27K
|
+$500
|
+27
|
+2%
|
|
|
49
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$19K
|
–
|
–
|
–
|
|
|
50
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
