|
26
|
Mraz Amerine & Associates
Modesto,
California
|
$214K
|
–
|
–
|
–
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$190K
|
+$117K
|
+21,322
|
+158%
|
|
|
28
|
North Star Investment Management
Chicago,
Illinois
|
$187K
|
–
|
–
|
–
|
|
|
29
|
Barrett Asset Management
New York
|
$186K
|
–
|
–
|
–
|
|
|
30
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$185K
|
–
|
–
|
–
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$177K
|
+$56.4K
|
+10,274
|
+46%
|
|
|
32
|
ProVise Management Group
Clearwater,
Florida
|
$167K
|
–
|
–
|
–
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$167K
|
+$49.4K
|
+8,996
|
+42%
|
|
|
34
|
|
$167K
|
+$168K
|
+30,604
|
New
|
|
|
35
|
RDA Financial Network
Akron,
Iowa
|
$143K
|
+$3.87K
|
+704
|
+3%
|
|
|
36
|
Regal Investment Advisors
Kentwood,
Michigan
|
$130K
|
+$131K
|
+23,833
|
New
|
|
|
37
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$126K
|
-$23.7K
|
-4,325
|
-16%
|
|
|
38
|
TownSquare Capital
Provo,
Utah
|
$108K
|
-$7.58K
|
-1,381
|
-7%
|
|
|
39
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$101K
|
–
|
–
|
–
|
|
|
40
|
Whittier Trust
South Pasadena,
California
|
$96K
|
-$439
|
-80
|
-0.5%
|
|
|
41
|
Biltmore Family Office
Charlotte,
North Carolina
|
$95K
|
-$274K
|
-49,998
|
-75%
|
|
|
42
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$92K
|
-$70.8K
|
-12,895
|
-43%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$90K
|
–
|
–
|
–
|
|
|
44
|
|
$90K
|
–
|
–
|
–
|
|
|
45
|
Litman Gregory Wealth Management
Larkspur,
California
|
$88K
|
–
|
–
|
–
|
|
|
46
|
LPL Financial
San Diego,
California
|
$76K
|
–
|
–
|
–
|
|
|
47
|
|
$70K
|
+$70.9K
|
+12,917
|
New
|
|
|
48
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$69K
|
+$329
|
+60
|
+0.5%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$67K
|
+$67.5K
|
+12,293
|
New
|
|
|
50
|
Focused Wealth Management
Newburgh,
New York
|
$55K
|
+$302
|
+55
|
+0.5%
|
|
