|
26
|
Rand Wealth
Baltimore,
Maryland
|
$518K
|
–
|
–
|
–
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$505K
|
+$42.9K
|
+995
|
+10%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$505K
|
+$142K
|
+3,285
|
+42%
|
|
|
29
|
Concert Wealth Management
San Jose,
California
|
$433K
|
-$172K
|
-3,997
|
-30%
|
|
|
30
|
Optimum Investment Advisors
Chicago,
Illinois
|
$410K
|
+$389K
|
+9,025
|
New
|
|
|
31
|
Wharton Business Group
Malvern,
Pennsylvania
|
$340K
|
–
|
–
|
–
|
|
|
32
|
First Allied Advisory Services
San Diego,
California
|
$330K
|
+$38.7K
|
+899
|
+14%
|
|
|
33
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$308K
|
–
|
–
|
–
|
|
|
34
|
TCI Wealth Advisors
Tucson,
Arizona
|
$305K
|
-$48.1K
|
-1,117
|
-14%
|
|
|
35
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$277K
|
-$46.2K
|
-1,072
|
-15%
|
|
|
36
|
Rothschild Investment LLC
Chicago,
Illinois
|
$253K
|
+$1.03K
|
+24
|
+0.4%
|
|
|
37
|
Credit Suisse
Zurich,
Switzerland
|
$227K
|
–
|
–
|
–
|
|
|
38
|
High Point Bank & Trust
High Point,
North Carolina
|
$136K
|
+$12.3K
|
+286
|
+11%
|
|
|
39
|
Barclays
London,
United Kingdom
|
$95K
|
–
|
–
|
–
|
|
|
40
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$55K
|
–
|
–
|
–
|
|
|
41
|
MSI Financial Services
Springfield,
Massachusetts
|
$47K
|
+$560
|
+13
|
+1%
|
|
|
42
|
1919 Investment Counsel
Baltimore,
Maryland
|
$37K
|
–
|
–
|
–
|
|
|
43
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$34K
|
–
|
–
|
–
|
|
|
44
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$32K
|
-$9.91K
|
-230
|
-25%
|
|
|
45
|
ETrade Capital Management
Arlington,
Virginia
|
$29K
|
+$27.2K
|
+631
|
New
|
|
|
46
|
Waverly Advisors
Birmingham,
Alabama
|
$28K
|
+$26.4K
|
+613
|
New
|
|
|
47
|
Evercore Wealth Management
New York
|
$22K
|
+$9.96K
|
+231
|
+96%
|
|
|
48
|
Kings Point Capital Management
Great Neck,
New York
|
$16K
|
–
|
–
|
–
|
|
|
49
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
50
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8K
|
+$4.31K
|
+100
|
+100%
|
|
