|
26
|
Greytown Advisors
Miami,
Florida
|
$2.8M
|
-$104K
|
-8,000
|
-4%
|
|
|
27
|
Rye Brook Capital
Greenwich,
Connecticut
|
$2.66M
|
+$2.49M
|
+191,300
|
New
|
|
|
28
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$2.46M
|
-$130K
|
-10,031
|
-5%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.45M
|
+$231K
|
+17,723
|
+11%
|
|
|
30
|
Stelac Advisory Services
New York
|
$2.41M
|
-$876K
|
-67,355
|
-28%
|
|
|
31
|
Citadel Advisors
Miami,
Florida
|
$2.35M
|
-$2.88M
|
-221,286
|
-57%
|
|
|
32
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.25M
|
+$354K
|
+27,204
|
+22%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.2M
|
+$25.1K
|
+1,927
|
+1%
|
|
|
34
|
Commerce Bank
Kansas City,
Missouri
|
$2.18M
|
-$14.9K
|
-1,147
|
-0.7%
|
|
|
35
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$2.15M
|
+$1.9M
|
+146,434
|
+1,781%
|
|
|
36
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.15M
|
-$995K
|
-76,463
|
-33%
|
|
|
37
|
IEQ Capital
Foster City,
California
|
$2.04M
|
-$453K
|
-34,840
|
-19%
|
|
|
38
|
ExodusPoint Capital Management
New York
|
$1.99M
|
+$1.86M
|
+143,000
|
New
|
|
|
39
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.81M
|
–
|
–
|
–
|
|
|
40
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.79M
|
+$139K
|
+10,700
|
+9%
|
|
|
41
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.69M
|
+$1.59M
|
+121,879
|
New
|
|
|
42
|
Kestra Advisory Services
Austin,
Texas
|
$1.64M
|
+$428K
|
+32,869
|
+38%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$1.6M
|
-$350K
|
-26,903
|
-19%
|
|
|
44
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.59M
|
+$27.2K
|
+2,093
|
+2%
|
|
|
45
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$1.56M
|
-$863K
|
-66,360
|
-37%
|
|
|
46
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1.33M
|
+$1.25M
|
+96,088
|
New
|
|
|
47
|
United Capital Financial Advisors
Irving,
Texas
|
$1.33M
|
-$2.52K
|
-194
|
-0.2%
|
|
|
48
|
New England Asset Management
Farmington,
Connecticut
|
$1.29M
|
–
|
–
|
–
|
|
|
49
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.26M
|
+$637K
|
+48,954
|
+117%
|
|
|
50
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.13M
|
+$1.06M
|
+81,121
|
New
|
|
