|
51
|
Zacks Investment Management
Chicago,
Illinois
|
$597K
|
–
|
–
|
–
|
|
|
52
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$588K
|
–
|
–
|
–
|
|
|
53
|
Advisor Resource Council
Dallas,
Texas
|
$573K
|
+$604K
|
+2,785
|
New
|
|
|
54
|
Bank of New York Mellon
New York
|
$534K
|
-$39K
|
-180
|
-6%
|
|
|
55
|
Kings Path Partners
Sugar Land,
Texas
|
$523K
|
-$19.5K
|
-90
|
-3%
|
|
|
56
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$517K
|
–
|
–
|
–
|
|
|
57
|
BOK Financial
Tulsa,
Oklahoma
|
$488K
|
+$189K
|
+874
|
+58%
|
|
|
58
|
Tower Research Capital (TRC)
New York
|
$479K
|
+$32.3K
|
+149
|
+7%
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$426K
|
-$227K
|
-1,047
|
-34%
|
|
|
60
|
Essex Savings Bank
Essex,
Connecticut
|
$421K
|
–
|
–
|
–
|
|
|
61
|
AWM Capital
Phoenix,
Arizona
|
$400K
|
+$422K
|
+1,946
|
New
|
|
|
62
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$364K
|
-$135K
|
-624
|
-26%
|
|
|
63
|
Orca Investment Management
Roseburg,
Oregon
|
$357K
|
-$39K
|
-180
|
-9%
|
|
|
64
|
Wealth Architects
Mountain View,
California
|
$347K
|
–
|
–
|
–
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$342K
|
-$53.1K
|
-245
|
-13%
|
|
|
66
|
|
$329K
|
–
|
–
|
–
|
|
|
67
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$326K
|
–
|
–
|
–
|
|
|
68
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$304K
|
–
|
–
|
–
|
|
|
69
|
|
$288K
|
-$75.4K
|
-348
|
-20%
|
|
|
70
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$281K
|
–
|
–
|
–
|
|
|
71
|
M&T Bank
Buffalo,
New York
|
$266K
|
–
|
–
|
–
|
|
|
72
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$251K
|
+$265K
|
+1,221
|
New
|
|
|
73
|
Empire Financial Management Company
New York
|
$249K
|
–
|
–
|
–
|
|
|
74
|
Choate Investment Advisors
Boston,
Massachusetts
|
$235K
|
-$211K
|
-974
|
-46%
|
|
|
75
|
L & S Advisors
Los Angeles,
California
|
$218K
|
-$14.3K
|
-66
|
-6%
|
|
