|
26
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.55M
|
–
|
–
|
–
|
|
|
27
|
Private Ocean
San Rafael,
California
|
$1.3M
|
-$71.6K
|
-425
|
-6%
|
|
|
28
|
Bank of New York Mellon
New York
|
$1.28M
|
-$7.04M
|
-41,786
|
-86%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$1.24M
|
+$26.4K
|
+157
|
+2%
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.2M
|
-$22.7K
|
-135
|
-2%
|
|
|
31
|
|
$1.19M
|
-$269K
|
-1,599
|
-20%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
-$1.04M
|
-6,173
|
-50%
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.05M
|
–
|
–
|
–
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.05M
|
–
|
–
|
–
|
|
|
35
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1M
|
–
|
–
|
–
|
|
|
36
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$935K
|
–
|
–
|
–
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$874K
|
+$89K
|
+528
|
+12%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$831K
|
-$29K
|
-172
|
-4%
|
|
|
39
|
Park National Corp
Newark,
Ohio
|
$777K
|
-$7.58K
|
-45
|
-1%
|
|
|
40
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$774K
|
–
|
–
|
–
|
|
|
41
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$745K
|
-$74K
|
-439
|
-10%
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$673K
|
+$621K
|
+3,688
|
New
|
|
|
43
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$646K
|
–
|
–
|
–
|
|
|
44
|
Allworth Financial
Folsom,
California
|
$557K
|
-$15K
|
-89
|
-3%
|
|
|
45
|
HTLF Bank
Denver,
Colorado
|
$553K
|
+$511K
|
+3,031
|
New
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
$538K
|
+$39.6K
|
+235
|
+9%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$529K
|
–
|
–
|
–
|
|
|
48
|
|
$475K
|
+$337K
|
+2,000
|
+331%
|
|
|
49
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$458K
|
–
|
–
|
–
|
|
|
50
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$412K
|
-$43.1K
|
-256
|
-10%
|
|
