|
26
|
Madrona Financial Services
Everett,
Washington
|
$2.45M
|
+$103K
|
+1,555
|
+4%
|
|
|
27
|
Ritholtz Wealth Management
New York
|
$2.34M
|
+$129K
|
+1,955
|
+6%
|
|
|
28
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.33M
|
+$162K
|
+2,455
|
+8%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$2.27M
|
+$2.24M
|
+33,871
|
New
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$2.2M
|
+$188K
|
+2,853
|
+10%
|
|
|
31
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.1M
|
+$40.6K
|
+615
|
+2%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.08M
|
-$26.2K
|
-396
|
-1%
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.07M
|
+$458K
|
+6,930
|
+29%
|
|
|
34
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.07M
|
–
|
–
|
–
|
|
|
35
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.03M
|
-$396K
|
-5,991
|
-16%
|
|
|
36
|
First Ascent Asset Management
Denver,
Colorado
|
$1.97M
|
+$212K
|
+3,211
|
+12%
|
|
|
37
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$1.81M
|
+$125K
|
+1,898
|
+8%
|
|
|
38
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.57M
|
-$113K
|
-1,715
|
-7%
|
|
|
39
|
CX Institutional
Auburn,
Indiana
|
$1.55M
|
+$34.3K
|
+520
|
+2%
|
|
|
40
|
Cerity Partners OCIO
New York
|
$1.55M
|
+$75.2K
|
+1,139
|
+5%
|
|
|
41
|
Wealthquest
Cincinnati,
Ohio
|
$1.5M
|
+$576K
|
+8,716
|
+64%
|
|
|
42
|
Mercer Global Advisors
Denver,
Colorado
|
$1.5M
|
+$1.48M
|
+22,407
|
New
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$1.37M
|
-$161K
|
-2,442
|
-11%
|
|
|
44
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$1.35M
|
+$62.7K
|
+950
|
+5%
|
|
|
45
|
Verus Financial Partners
Richmond,
Virginia
|
$1.33M
|
-$82K
|
-1,241
|
-6%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$1.31M
|
+$65.2K
|
+987
|
+5%
|
|
|
47
|
Efficient Advisors
Mason,
Ohio
|
$1.21M
|
-$203K
|
-3,069
|
-15%
|
|
|
48
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$1.14M
|
+$128K
|
+1,934
|
+13%
|
|
|
49
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.07M
|
+$21.1K
|
+320
|
+2%
|
|
|
50
|
Venturi Wealth Management
Austin,
Texas
|
$1.04M
|
+$133K
|
+2,010
|
+15%
|
|
