|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$480K
|
+$4.99K
|
+121
|
+1%
|
|
|
27
|
Rand Wealth
Baltimore,
Maryland
|
$434K
|
–
|
–
|
–
|
|
|
28
|
TCI Wealth Advisors
Tucson,
Arizona
|
$408K
|
–
|
–
|
–
|
|
|
29
|
GHP Investment Advisors
Denver,
Colorado
|
$378K
|
-$13.5K
|
-327
|
-3%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$356K
|
-$418K
|
-10,134
|
-52%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$355K
|
+$384K
|
+9,302
|
New
|
|
|
32
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$343K
|
+$371K
|
+9,004
|
New
|
|
|
33
|
SouthState Corp
Winter Haven,
Florida
|
$293K
|
–
|
–
|
–
|
|
|
34
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$291K
|
-$70.1K
|
-1,699
|
-18%
|
|
|
35
|
Concert Wealth Management
San Jose,
California
|
$255K
|
–
|
–
|
–
|
|
|
36
|
Orca Investment Management
Roseburg,
Oregon
|
$237K
|
-$18.6K
|
-450
|
-7%
|
|
|
37
|
GW & Wade
Wellesley,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
38
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$218K
|
-$22.9K
|
-554
|
-9%
|
|
|
39
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$210K
|
+$227K
|
+5,510
|
New
|
|
|
40
|
Yorktown Management & Research Company
Forest,
Virginia
|
$200K
|
–
|
–
|
–
|
|
|
41
|
Monroe Bank & Trust
Monroe,
Michigan
|
$188K
|
+$203K
|
+4,930
|
New
|
|
|
42
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$60K
|
+$35.1K
|
+850
|
+117%
|
|
|
43
|
Barclays
London,
United Kingdom
|
$57K
|
–
|
–
|
–
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46K
|
–
|
–
|
–
|
|
|
45
|
Windsor Capital Management
Phoenix,
Arizona
|
$38K
|
+$41.2K
|
+1,000
|
New
|
|
|
46
|
Evercore Wealth Management
New York
|
$30K
|
–
|
–
|
–
|
|
|
47
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$29K
|
–
|
–
|
–
|
|
|
48
|
Next Financial Group
Houston,
Texas
|
$24K
|
+$6.19K
|
+150
|
+30%
|
|
|
49
|
High Point Bank & Trust
High Point,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
50
|
Patten Group
Chattanooga,
Tennessee
|
$10.5K
|
–
|
–
|
–
|
|
