|
26
|
Creative Planning
Overland Park,
Kansas
|
$1.17M
|
+$680K
|
+11,247
|
+134%
|
|
|
27
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.14M
|
-$2.06K
|
-34
|
-0.2%
|
|
|
28
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1M
|
+$1.02M
|
+16,836
|
New
|
|
|
29
|
Certuity
North Palm Beach,
Florida
|
$878K
|
+$892K
|
+14,765
|
New
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$852K
|
+$145K
|
+2,393
|
+17%
|
|
|
31
|
Circle Wealth Management
Summit,
New Jersey
|
$766K
|
+$141K
|
+2,340
|
+22%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$647K
|
+$282K
|
+4,658
|
+75%
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$641K
|
+$10.9K
|
+180
|
+2%
|
|
|
34
|
Nolet Wealth Management
Fort Worth,
Texas
|
$632K
|
–
|
–
|
–
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$609K
|
+$619K
|
+10,236
|
New
|
|
|
36
|
Cresset Asset Management
Chicago,
Illinois
|
$526K
|
+$535K
|
+8,844
|
New
|
|
|
37
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$487K
|
–
|
–
|
–
|
|
|
38
|
Raymond James Financial
St Petersburg,
Florida
|
$468K
|
+$41.4K
|
+685
|
+10%
|
|
|
39
|
Stephens Inc
Little Rock,
Arkansas
|
$462K
|
+$470K
|
+7,776
|
New
|
|
|
40
|
Icon Wealth Advisors
Houston,
Texas
|
$445K
|
+$121
|
+2
|
+0%
|
|
|
41
|
Y-Intercept (HK)
Hong Kong
|
$445K
|
+$452K
|
+7,484
|
New
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$392K
|
+$65.5K
|
+1,084
|
+20%
|
|
|
43
|
Brown Brothers Harriman & Co
New York
|
$389K
|
–
|
–
|
–
|
|
|
44
|
US Bancorp
Minneapolis,
Minnesota
|
$389K
|
-$201K
|
-3,321
|
-34%
|
|
|
45
|
Ballentine Partners
Waltham,
Massachusetts
|
$383K
|
–
|
–
|
–
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$380K
|
-$69.5K
|
-1,149
|
-15%
|
|
|
47
|
Pathstone Holdings
Englewood,
New Jersey
|
$360K
|
-$14.3K
|
-236
|
-4%
|
|
|
48
|
Legacy Wealth Advisors
Miami,
Florida
|
$312K
|
+$317K
|
+5,240
|
New
|
|
|
49
|
Cloud Capital Management
Seattle,
Washington
|
$303K
|
–
|
–
|
–
|
|
|
50
|
|
$291K
|
-$57.7K
|
-955
|
-16%
|
|
