|
26
|
Credit Suisse
Zurich,
Switzerland
|
$792K
|
+$857K
|
+6,956
|
New
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$783K
|
–
|
–
|
–
|
|
|
28
|
Northern Trust
Chicago,
Illinois
|
$690K
|
-$67.7K
|
-549
|
-8%
|
|
|
29
|
|
$680K
|
+$735K
|
+5,966
|
New
|
|
|
30
|
|
$673K
|
–
|
–
|
–
|
|
|
31
|
BOK Financial Private Wealth
Denver,
Colorado
|
$633K
|
+$684K
|
+5,552
|
New
|
|
|
32
|
Whittier Trust
South Pasadena,
California
|
$632K
|
–
|
–
|
–
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$586K
|
+$342K
|
+2,772
|
+117%
|
|
|
34
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$546K
|
–
|
–
|
–
|
|
|
35
|
Axiom Investment Management
New York
|
$522K
|
+$565K
|
+4,584
|
New
|
|
|
36
|
Sargent Investment Group
Bethesda,
Maryland
|
$434K
|
+$469K
|
+3,805
|
New
|
|
|
37
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$422K
|
–
|
–
|
–
|
|
|
38
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$419K
|
–
|
–
|
–
|
|
|
39
|
Private Capital Group
West Hartford,
Connecticut
|
$373K
|
–
|
–
|
–
|
|
|
40
|
Cetera Advisor Networks
El Segundo,
California
|
$346K
|
+$35.7K
|
+290
|
+11%
|
|
|
41
|
Simmons Bank
Pine Bluff,
Arkansas
|
$322K
|
-$6.16K
|
-50
|
-2%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$291K
|
-$106K
|
-863
|
-25%
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$246K
|
+$370
|
+3
|
+0.1%
|
|
|
44
|
First National Bank of Omaha
Omaha,
Nebraska
|
$238K
|
–
|
–
|
–
|
|
|
45
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$236K
|
+$255K
|
+2,068
|
New
|
|
|
46
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$209K
|
-$57.9K
|
-470
|
-20%
|
|
|
47
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$150K
|
–
|
–
|
–
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$147K
|
+$128K
|
+1,041
|
+421%
|
|
|
49
|
Belpointe Asset Management
Reno,
Nevada
|
$129K
|
–
|
–
|
–
|
|
|
50
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$108K
|
+$98.6K
|
+800
|
+533%
|
|
