|
26
|
Bank of America
Charlotte,
North Carolina
|
$448K
|
+$157K
|
+1,349
|
+39%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$328K
|
-$1.27M
|
-10,838
|
-75%
|
|
|
28
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$303K
|
-$3.5K
|
-30
|
-0.9%
|
|
|
29
|
Allworth Financial
Folsom,
California
|
$293K
|
+$367K
|
+3,143
|
New
|
|
|
30
|
Bank of New York Mellon
New York
|
$274K
|
-$75.2K
|
-644
|
-18%
|
|
|
31
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$270K
|
-$66.5K
|
-570
|
-16%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$258K
|
+$323K
|
+2,768
|
New
|
|
|
33
|
Wealth Architects
Mountain View,
California
|
$240K
|
+$301K
|
+2,577
|
New
|
|
|
34
|
|
$234K
|
+$293K
|
+2,507
|
New
|
|
|
35
|
Alera Investment Advisors
Deerfield,
Illinois
|
$233K
|
–
|
–
|
–
|
|
|
36
|
Choate Investment Advisors
Boston,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
37
|
William Blair & Company
Chicago,
Illinois
|
$219K
|
-$274K
|
-2,350
|
-50%
|
|
|
38
|
|
$218K
|
-$790K
|
-6,764
|
-74%
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$178K
|
–
|
–
|
–
|
|
|
40
|
Bessemer Group
Woodbridge,
New Jersey
|
$177K
|
–
|
–
|
–
|
|
|
41
|
West Paces Advisors
Atlanta,
Georgia
|
$105K
|
–
|
–
|
–
|
|
|
42
|
Rockefeller Capital Management
New York
|
$104K
|
+$61.3K
|
+525
|
+89%
|
|
|
43
|
Kore Private Wealth
New York
|
$40K
|
+$49.6K
|
+425
|
New
|
|
|
44
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$34K
|
–
|
–
|
–
|
|
|
45
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$33K
|
–
|
–
|
–
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$32.6K
|
–
|
–
|
–
|
|
|
47
|
Pin Oak Investment Advisors
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
48
|
S.A. Mason
Holland,
Michigan
|
$13K
|
-$25.1K
|
-215
|
-60%
|
|
|
49
|
Advisory Services Network
Atlanta,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
50
|
Geneos Wealth Management
Englewood,
Colorado
|
$9K
|
–
|
–
|
–
|
|
