|
26
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$659K
|
–
|
–
|
–
|
|
|
27
|
LPL Financial
San Diego,
California
|
$651K
|
+$15.5K
|
+640
|
+2%
|
|
|
28
|
BFSG LLC
Irvine,
California
|
$591K
|
-$4.86K
|
-200
|
-0.8%
|
|
|
29
|
Whittier Trust
South Pasadena,
California
|
$507K
|
–
|
–
|
–
|
|
|
30
|
Tiemann Investment Advisors
Menlo Park,
California
|
$489K
|
+$52.2K
|
+2,150
|
+12%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$450K
|
-$885K
|
-36,443
|
-66%
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$391K
|
+$389K
|
+16,015
|
New
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$390K
|
+$383K
|
+15,749
|
+7,000%
|
|
|
34
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$379K
|
+$378K
|
+15,555
|
New
|
|
|
35
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$356K
|
–
|
–
|
–
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$339K
|
-$50.9K
|
-2,095
|
-13%
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$332K
|
-$359K
|
-14,777
|
-52%
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$316K
|
+$36.8K
|
+1,513
|
+13%
|
|
|
39
|
Courier Capital
Buffalo,
New York
|
$299K
|
+$21.3K
|
+875
|
+8%
|
|
|
40
|
BOK Financial Private Wealth
Denver,
Colorado
|
$269K
|
–
|
–
|
–
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$146K
|
+$123K
|
+5,047
|
+534%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$130K
|
+$129K
|
+5,314
|
New
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110K
|
+$80.7K
|
+3,324
|
+281%
|
|
|
44
|
Cedar Wealth Management
Walnut Creek,
California
|
$106K
|
–
|
–
|
–
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$106K
|
–
|
–
|
–
|
|
|
46
|
Washington Trust Bank
Spokane,
Washington
|
$72K
|
-$55.9K
|
-2,300
|
-44%
|
|
|
47
|
Endurance Wealth Management
Providence,
Rhode Island
|
$61K
|
–
|
–
|
–
|
|
|
48
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$59K
|
–
|
–
|
–
|
|
|
49
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$53K
|
–
|
–
|
–
|
|
|
50
|
JOYN Advisors
Atlanta,
Georgia
|
$49K
|
+$48.7K
|
+2,005
|
New
|
|
