|
26
|
Creative Planning
Overland Park,
Kansas
|
$791K
|
-$219K
|
-5,100
|
-22%
|
|
|
27
|
Evercore Wealth Management
New York
|
$791K
|
–
|
–
|
–
|
|
|
28
|
Destination Wealth Management
Walnut Creek,
California
|
$774K
|
+$245K
|
+5,702
|
+47%
|
|
|
29
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$766K
|
–
|
–
|
–
|
|
|
30
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$762K
|
+$459K
|
+10,686
|
+154%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$735K
|
+$26.4K
|
+614
|
+4%
|
|
|
32
|
William Blair & Company
Chicago,
Illinois
|
$725K
|
+$209K
|
+4,866
|
+41%
|
|
|
33
|
United Capital Financial Advisors
Irving,
Texas
|
$703K
|
+$186K
|
+4,342
|
+36%
|
|
|
34
|
Commerce Bank
Kansas City,
Missouri
|
$688K
|
+$34.8K
|
+810
|
+5%
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$670K
|
–
|
–
|
–
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$629K
|
+$355K
|
+8,274
|
+132%
|
|
|
37
|
Patriot Wealth Management
Houston,
Texas
|
$627K
|
–
|
–
|
–
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$618K
|
+$5.84K
|
+136
|
+1%
|
|
|
39
|
Litman Gregory Wealth Management
Larkspur,
California
|
$603K
|
-$17.3K
|
-402
|
-3%
|
|
|
40
|
Accredited Investors
Edina,
Minnesota
|
$591K
|
-$13.3K
|
-310
|
-2%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$549K
|
-$12.1K
|
-282
|
-2%
|
|
|
42
|
Northern Trust
Chicago,
Illinois
|
$540K
|
–
|
–
|
–
|
|
|
43
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$464K
|
–
|
–
|
–
|
|
|
44
|
Cetera Advisors
Denver,
Colorado
|
$438K
|
+$35.9K
|
+836
|
+9%
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$415K
|
-$50.1K
|
-1,166
|
-11%
|
|
|
46
|
Regions Financial Corp
Birmingham,
Alabama
|
$414K
|
–
|
–
|
–
|
|
|
47
|
First Personal Financial Services
Charlotte,
North Carolina
|
$389K
|
-$1.46K
|
-34
|
-0.4%
|
|
|
48
|
First Allied Advisory Services
San Diego,
California
|
$387K
|
-$38.2K
|
-890
|
-9%
|
|
|
49
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$367K
|
+$73.7K
|
+1,716
|
+25%
|
|
|
50
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$343K
|
-$859
|
-20
|
-0.3%
|
|
