|
26
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.52M
|
+$115K
|
+1,802
|
+4%
|
|
|
27
|
Ritholtz Wealth Management
New York
|
$2.49M
|
-$30.4K
|
-478
|
-1%
|
|
|
28
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.33M
|
+$144K
|
+2,270
|
+6%
|
|
|
29
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$2.33M
|
-$178K
|
-2,796
|
-7%
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$2.31M
|
+$76.4K
|
+1,200
|
+3%
|
|
|
31
|
Canal Capital Management
Richmond,
Virginia
|
$2.31M
|
-$101K
|
-1,581
|
-4%
|
|
|
32
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$2.1M
|
-$185K
|
-2,904
|
-8%
|
|
|
33
|
Trilogy Capital
Irvine,
California
|
$2M
|
+$145K
|
+2,284
|
+7%
|
|
|
34
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.96M
|
-$21.5K
|
-338
|
-1%
|
|
|
35
|
Archvest Wealth Advisors
Concord,
California
|
$1.88M
|
+$30.6K
|
+480
|
+2%
|
|
|
36
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.83M
|
-$20.6K
|
-324
|
-1%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
+$66.3K
|
+1,042
|
+4%
|
|
|
38
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.68M
|
–
|
–
|
–
|
|
|
39
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.64M
|
+$28.1K
|
+442
|
+2%
|
|
|
40
|
Naples Global Advisors
Naples,
Florida
|
$1.61M
|
+$1.71M
|
+26,825
|
New
|
|
|
41
|
Kestra Advisory Services
Austin,
Texas
|
$1.58M
|
-$28.3K
|
-445
|
-2%
|
|
|
42
|
Mercer Global Advisors
Denver,
Colorado
|
$1.55M
|
-$993K
|
-15,600
|
-38%
|
|
|
43
|
Cerity Partners OCIO
New York
|
$1.55M
|
+$33.9K
|
+533
|
+2%
|
|
|
44
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.5M
|
+$163K
|
+2,556
|
+11%
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
-$186K
|
-2,924
|
-11%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$1.45M
|
-$78.5K
|
-1,233
|
-5%
|
|
|
47
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.43M
|
+$409K
|
+6,433
|
+37%
|
|
|
48
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.41M
|
+$62.4K
|
+980
|
+4%
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
-$2.47M
|
-38,825
|
-63%
|
|
|
50
|
CX Institutional
Auburn,
Indiana
|
$1.34M
|
+$28.6K
|
+450
|
+2%
|
|
