|
26
|
BOK Financial Private Wealth
Denver,
Colorado
|
$476K
|
+$478K
|
+19,374
|
New
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$403K
|
+$93.7K
|
+3,793
|
+30%
|
|
|
28
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$390K
|
-$30.6K
|
-1,241
|
-7%
|
|
|
29
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$380K
|
+$44.4K
|
+1,800
|
+13%
|
|
|
30
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$359K
|
+$361K
|
+14,600
|
New
|
|
|
31
|
Sequoia Financial Advisors
Akron,
Ohio
|
$357K
|
+$359K
|
+14,531
|
New
|
|
|
32
|
Tiemann Investment Advisors
Menlo Park,
California
|
$341K
|
+$51.2K
|
+2,075
|
+18%
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$302K
|
–
|
–
|
–
|
|
|
34
|
Comerica Bank
Dallas,
Texas
|
$295K
|
-$60.5K
|
-2,452
|
-17%
|
|
|
35
|
AllianceBernstein
Nashville,
Tennessee
|
$254K
|
+$255K
|
+10,345
|
New
|
|
|
36
|
The Family Firm
Bethesda,
Maryland
|
$246K
|
+$247K
|
+10,000
|
New
|
|
|
37
|
Two Sigma Securities
New York
|
$242K
|
+$244K
|
+9,862
|
New
|
|
|
38
|
Courier Capital
Buffalo,
New York
|
$232K
|
–
|
–
|
–
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$140K
|
+$109K
|
+4,414
|
+338%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$125K
|
-$642K
|
-26,020
|
-84%
|
|
|
41
|
Cedar Wealth Management
Walnut Creek,
California
|
$117K
|
–
|
–
|
–
|
|
|
42
|
Endurance Wealth Management
Providence,
Rhode Island
|
$61K
|
–
|
–
|
–
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59K
|
-$111K
|
-4,477
|
-65%
|
|
|
44
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$59K
|
–
|
–
|
–
|
|
|
45
|
Advisor Group
Phoenix,
Arizona
|
$40K
|
-$306K
|
-12,380
|
-88%
|
|
|
46
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$39K
|
+$39.5K
|
+1,600
|
New
|
|
|
47
|
Washington Trust Bank
Spokane,
Washington
|
$39K
|
+$39.5K
|
+1,600
|
New
|
|
|
48
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$30K
|
+$30.5K
|
+1,235
|
New
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26K
|
-$10.1K
|
-411
|
-28%
|
|
|
50
|
Catamount Wealth Management
Westport,
Connecticut
|
$24K
|
–
|
–
|
–
|
|
