|
26
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$2.43M
|
-$114K
|
-462
|
-5%
|
|
|
27
|
Comerica Bank
Dallas,
Texas
|
$1.76M
|
–
|
–
|
–
|
|
|
28
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.71M
|
+$40.8K
|
+166
|
+2%
|
|
|
29
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.71M
|
+$1.69M
|
+6,861
|
New
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$1.67M
|
-$5.9K
|
-24
|
-0.4%
|
|
|
31
|
Wealthspire Advisors (New York)
New York
|
$1.64M
|
–
|
–
|
–
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$1.52M
|
-$2.7K
|
-11
|
-0.2%
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.51M
|
+$2.95K
|
+12
|
+0.2%
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.5M
|
–
|
–
|
–
|
|
|
35
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.37M
|
–
|
–
|
–
|
|
|
36
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.06M
|
–
|
–
|
–
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$980K
|
–
|
–
|
–
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$925K
|
+$27K
|
+110
|
+3%
|
|
|
39
|
Kestra Advisory Services
Austin,
Texas
|
$919K
|
-$74.4K
|
-303
|
-8%
|
|
|
40
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$880K
|
–
|
–
|
–
|
|
|
41
|
KeyBank National Association
Cleveland,
Ohio
|
$818K
|
–
|
–
|
–
|
|
|
42
|
Victory Financial Group
Austin,
Texas
|
$777K
|
+$116K
|
+471
|
+18%
|
|
|
43
|
UMB Bank
Kansas City,
Missouri
|
$730K
|
+$721K
|
+2,936
|
New
|
|
|
44
|
Zacks Investment Management
Chicago,
Illinois
|
$721K
|
–
|
–
|
–
|
|
|
45
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$710K
|
–
|
–
|
–
|
|
|
46
|
BOK Financial
Tulsa,
Oklahoma
|
$697K
|
–
|
–
|
–
|
|
|
47
|
EJMK Ventures
Itasca,
Illinois
|
$692K
|
+$684K
|
+2,782
|
New
|
|
|
48
|
Vise Technologies
New York
|
$684K
|
+$676K
|
+2,750
|
New
|
|
|
49
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$683K
|
+$674K
|
+2,745
|
New
|
|
|
50
|
Park National Corp
Newark,
Ohio
|
$663K
|
-$67.8K
|
-276
|
-9%
|
|
