|
26
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$3.21M
|
-$147K
|
-552
|
-5%
|
|
|
27
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$2.93M
|
-$66K
|
-248
|
-2%
|
|
|
28
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.85M
|
-$96K
|
-361
|
-3%
|
|
|
29
|
Bridges Investment Management
Omaha,
Nebraska
|
$2.79M
|
–
|
–
|
–
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$2.15M
|
-$53.7K
|
-202
|
-3%
|
|
|
31
|
Indivisible Partners
Clearwater,
Florida
|
$1.88M
|
+$1.81M
|
+6,812
|
New
|
|
|
32
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.84M
|
-$47.9K
|
-180
|
-3%
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
$1.82M
|
–
|
–
|
–
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$1.54M
|
+$197K
|
+739
|
+15%
|
|
|
35
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.51M
|
-$10.6K
|
-40
|
-0.7%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$265K
|
+997
|
+23%
|
|
|
37
|
Victory Financial Group
Austin,
Texas
|
$1.29M
|
+$261K
|
+982
|
+27%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.25M
|
–
|
–
|
–
|
|
|
39
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.24M
|
-$8.78K
|
-33
|
-0.7%
|
|
|
40
|
TIAA-CREF Individual & Institutional Services
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
41
|
Lido Advisors
Los Angeles,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
42
|
Sentinus LLC
Oak Brook,
Illinois
|
$1.04M
|
–
|
–
|
–
|
|
|
43
|
Vise Technologies
New York
|
$996K
|
+$228K
|
+856
|
+31%
|
|
|
44
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$977K
|
–
|
–
|
–
|
|
|
45
|
Fiducient Advisors
Chicago,
Illinois
|
$966K
|
+$931K
|
+3,500
|
New
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$914K
|
–
|
–
|
–
|
|
|
47
|
KeyBank National Association
Cleveland,
Ohio
|
$908K
|
–
|
–
|
–
|
|
|
48
|
UMB Bank
Kansas City,
Missouri
|
$811K
|
–
|
–
|
–
|
|
|
49
|
Zacks Investment Management
Chicago,
Illinois
|
$801K
|
–
|
–
|
–
|
|
|
50
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$789K
|
–
|
–
|
–
|
|
