|
51
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$345K
|
–
|
–
|
–
|
|
|
52
|
Commerce Bank
Kansas City,
Missouri
|
$341K
|
–
|
–
|
–
|
|
|
53
|
Cary Street Partners
Richmond,
Virginia
|
$328K
|
–
|
–
|
–
|
|
|
54
|
Rockefeller Capital Management
New York
|
$318K
|
+$50.1K
|
+968
|
+19%
|
|
|
55
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$303K
|
–
|
–
|
–
|
|
|
56
|
Tower Research Capital (TRC)
New York
|
$303K
|
-$172K
|
-3,318
|
-36%
|
|
|
57
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$292K
|
–
|
–
|
–
|
|
|
58
|
Citizens Financial Group
Providence,
Rhode Island
|
$287K
|
–
|
–
|
–
|
|
|
59
|
WesBanco Bank
Wheeling,
West Virginia
|
$262K
|
+$259K
|
+4,995
|
New
|
|
|
60
|
Cahill Financial Advisors
Edina,
Minnesota
|
$258K
|
–
|
–
|
–
|
|
|
61
|
Comerica Bank
Dallas,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
62
|
Segment Wealth Management
Houston,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
63
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$253K
|
+$26.6K
|
+513
|
+12%
|
|
|
64
|
Glassman Wealth Services
Vienna,
Virginia
|
$243K
|
–
|
–
|
–
|
|
|
65
|
Fiduciary Alliance
Greenville,
South Carolina
|
$241K
|
+$4.14K
|
+80
|
+2%
|
|
|
66
|
J.W. Cole Advisors
Tampa,
Florida
|
$225K
|
-$106K
|
-2,045
|
-32%
|
|
|
67
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$208K
|
–
|
–
|
–
|
|
|
68
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$204K
|
+$201K
|
+3,881
|
New
|
|
|
69
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$204K
|
-$1.39M
|
-26,794
|
-87%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$202K
|
+$200K
|
+3,858
|
New
|
|
|
71
|
Jones Financial Companies
Des Peres,
Missouri
|
$171K
|
-$7.46K
|
-144
|
-4%
|
|
|
72
|
Spire Wealth Management
Mclean,
Virginia
|
$165K
|
+$104
|
+2
|
+0.1%
|
|
|
73
|
Caldwell Trust
Venice,
Florida
|
$149K
|
–
|
–
|
–
|
|
|
74
|
Howe & Rusling
Rochester,
New York
|
$139K
|
–
|
–
|
–
|
|
|
75
|
Trust Company
Manhattan,
Kansas
|
$119K
|
–
|
–
|
–
|
|
