|
26
|
Comerica Bank
Dallas,
Texas
|
$1.41M
|
–
|
–
|
–
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.39M
|
+$204K
|
+1,044
|
+18%
|
|
|
28
|
Bank of New York Mellon
New York
|
$1.36M
|
+$195
|
+1
|
+0%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$1.33M
|
+$448K
|
+2,295
|
+53%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.33M
|
+$135K
|
+691
|
+12%
|
|
|
31
|
Private Ocean
San Rafael,
California
|
$1.32M
|
–
|
–
|
–
|
|
|
32
|
|
$1.3M
|
–
|
–
|
–
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.22M
|
+$227K
|
+1,162
|
+24%
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.15M
|
–
|
–
|
–
|
|
|
35
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
36
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.09M
|
-$122K
|
-626
|
-10%
|
|
|
37
|
Zacks Investment Management
Chicago,
Illinois
|
$1.05M
|
+$1.03M
|
+5,250
|
New
|
|
|
38
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
39
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$935K
|
+$94K
|
+481
|
+11%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$852K
|
-$35.6M
|
-182,248
|
-98%
|
|
|
41
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$848K
|
–
|
–
|
–
|
|
|
42
|
Park National Corp
Newark,
Ohio
|
$846K
|
-$2.15K
|
-11
|
-0.3%
|
|
|
43
|
Bessemer Group
Woodbridge,
New Jersey
|
$720K
|
+$704K
|
+3,605
|
New
|
|
|
44
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$707K
|
–
|
–
|
–
|
|
|
45
|
KeyBank National Association
Cleveland,
Ohio
|
$657K
|
–
|
–
|
–
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$647K
|
+$193K
|
+987
|
+44%
|
|
|
47
|
Allworth Financial
Folsom,
California
|
$624K
|
–
|
–
|
–
|
|
|
48
|
HTLF Bank
Denver,
Colorado
|
$606K
|
–
|
–
|
–
|
|
|
49
|
Kings Path Partners
Sugar Land,
Texas
|
$591K
|
+$577K
|
+2,955
|
New
|
|
|
50
|
Raymond James & Associates
St Petersburg,
Florida
|
$565K
|
-$27.4K
|
-140
|
-5%
|
|
