|
26
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.42M
|
-$145K
|
-2,033
|
-6%
|
|
|
27
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.29M
|
+$128K
|
+1,800
|
+6%
|
|
|
28
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.29M
|
-$25.9K
|
-363
|
-1%
|
|
|
29
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.26M
|
-$90.2K
|
-1,267
|
-4%
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$2M
|
-$257K
|
-3,610
|
-11%
|
|
|
31
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$2M
|
+$686K
|
+9,637
|
+51%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.99M
|
+$43.4K
|
+609
|
+2%
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.98M
|
–
|
–
|
–
|
|
|
34
|
Mercer Global Advisors
Denver,
Colorado
|
$1.93M
|
+$228K
|
+3,197
|
+13%
|
|
|
35
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.89M
|
-$33.8K
|
-474
|
-2%
|
|
|
36
|
Clarity Financial
Houston,
Texas
|
$1.8M
|
+$959K
|
+13,471
|
+109%
|
|
|
37
|
Cerity Partners OCIO
New York
|
$1.75M
|
+$60.8K
|
+854
|
+4%
|
|
|
38
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.74M
|
-$264K
|
-3,706
|
-13%
|
|
|
39
|
Kestra Advisory Services
Austin,
Texas
|
$1.72M
|
-$1.16M
|
-16,317
|
-40%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$1.67M
|
+$84.8K
|
+1,191
|
+5%
|
|
|
41
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.61M
|
+$34.3K
|
+481
|
+2%
|
|
|
42
|
CX Institutional
Auburn,
Indiana
|
$1.54M
|
-$149K
|
-2,090
|
-9%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$1.53M
|
-$358K
|
-5,025
|
-19%
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
$1.5M
|
+$1.53M
|
+21,437
|
New
|
|
|
45
|
GeoWealth Management
Chicago,
Illinois
|
$1.49M
|
+$1.52M
|
+21,391
|
New
|
|
|
46
|
Verus Financial Partners
Richmond,
Virginia
|
$1.38M
|
-$22.3K
|
-313
|
-2%
|
|
|
47
|
|
$1.31M
|
-$2.29M
|
-32,121
|
-63%
|
|
|
48
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$1.29M
|
-$4.91K
|
-69
|
-0.4%
|
|
|
49
|
Stifel Financial
St. Louis,
Missouri
|
$1.28M
|
-$8.19K
|
-115
|
-0.6%
|
|
|
50
|
Venturi Wealth Management
Austin,
Texas
|
$1.22M
|
+$101K
|
+1,418
|
+9%
|
|
