|
26
|
Vestor Capital
Chicago,
Illinois
|
$738K
|
+$617K
|
+7,857
|
New
|
|
|
27
|
|
$705K
|
-$393
|
-5
|
-0.1%
|
|
|
28
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$701K
|
+$43.7K
|
+556
|
+7%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$682K
|
–
|
–
|
–
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$635K
|
+$113K
|
+1,432
|
+23%
|
|
|
31
|
Comerica Bank
Dallas,
Texas
|
$614K
|
–
|
–
|
–
|
|
|
32
|
Park National Corp
Newark,
Ohio
|
$600K
|
+$79
|
+1
|
+0%
|
|
|
33
|
Raymond James Financial
St Petersburg,
Florida
|
$589K
|
-$462K
|
-5,878
|
-45%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$579K
|
–
|
–
|
–
|
|
|
35
|
Wealth Architects
Mountain View,
California
|
$520K
|
-$68K
|
-866
|
-12%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$488K
|
-$56.3K
|
-717
|
-11%
|
|
|
37
|
Horizon Family Wealth
Chicago,
Illinois
|
$464K
|
–
|
–
|
–
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$432K
|
-$228K
|
-2,899
|
-36%
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$425K
|
-$19K
|
-242
|
-5%
|
|
|
40
|
TFB Advisors
Overland Park,
Kansas
|
$408K
|
+$5.42K
|
+69
|
+1%
|
|
|
41
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$354K
|
–
|
–
|
–
|
|
|
42
|
Forum Financial Management
Lombard,
Illinois
|
$340K
|
–
|
–
|
–
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$338K
|
+$318K
|
+4,044
|
New
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
$330K
|
-$34.2K
|
-435
|
-10%
|
|
|
45
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$328K
|
+$17.7K
|
+225
|
+6%
|
|
|
46
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$307K
|
–
|
–
|
–
|
|
|
47
|
Wealthstream Advisors
New York
|
$302K
|
+$550
|
+7
|
+0.2%
|
|
|
48
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$281K
|
-$943
|
-12
|
-0.4%
|
|
|
49
|
Sonoma Private Wealth
Sonoma,
California
|
$228K
|
–
|
–
|
–
|
|
|
50
|
Axxcess Wealth Management
Carlsbad,
California
|
$221K
|
+$208K
|
+2,644
|
New
|
|
