|
26
|
Bridges Investment Management
Omaha,
Nebraska
|
$2.44M
|
–
|
–
|
–
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$1.93M
|
+$325K
|
+1,293
|
+19%
|
|
|
28
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.92M
|
-$6.58M
|
-26,194
|
-77%
|
|
|
29
|
Clear Point Advisors
Melville,
New York
|
$1.92M
|
+$8.35M
|
+33,264
|
New
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.75M
|
+$1.33M
|
+5,316
|
+272%
|
|
|
31
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.66M
|
–
|
–
|
–
|
|
|
32
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.64M
|
-$28.1K
|
-112
|
-2%
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
$1.59M
|
–
|
–
|
–
|
|
|
34
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$1.33M
|
–
|
–
|
–
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
-$314K
|
-1,249
|
-20%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.1M
|
-$359K
|
-1,429
|
-24%
|
|
|
37
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.1M
|
+$1.14M
|
+4,539
|
New
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.06M
|
+$169K
|
+674
|
+18%
|
|
|
39
|
TIAA-CREF Individual & Institutional Services
New York
|
$1.02M
|
+$1.07M
|
+4,243
|
New
|
|
|
40
|
Lido Advisors
Los Angeles,
California
|
$927K
|
-$51.7K
|
-206
|
-5%
|
|
|
41
|
Sentinus LLC
Oak Brook,
Illinois
|
$910K
|
+$946K
|
+3,770
|
New
|
|
|
42
|
Victory Financial Group
Austin,
Texas
|
$889K
|
+$140K
|
+559
|
+18%
|
|
|
43
|
Kestra Advisory Services
Austin,
Texas
|
$885K
|
-$7.28K
|
-29
|
-0.8%
|
|
|
44
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$854K
|
–
|
–
|
–
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$799K
|
-$697K
|
-2,775
|
-46%
|
|
|
46
|
KeyBank National Association
Cleveland,
Ohio
|
$794K
|
–
|
–
|
–
|
|
|
47
|
VestGen Advisors
Inverness,
Illinois
|
$744K
|
+$696K
|
+2,771
|
New
|
|
|
48
|
UMB Bank
Kansas City,
Missouri
|
$709K
|
–
|
–
|
–
|
|
|
49
|
Zacks Investment Management
Chicago,
Illinois
|
$700K
|
–
|
–
|
–
|
|
|
50
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$690K
|
–
|
–
|
–
|
|
