|
26
|
Corient Private Wealth
Miami,
Florida
|
$1.04M
|
+$88.4K
|
+478
|
+10%
|
|
|
27
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$938K
|
–
|
–
|
–
|
|
|
28
|
Jones Financial Companies
Des Peres,
Missouri
|
$823K
|
+$333K
|
+1,802
|
+71%
|
|
|
29
|
Pacific Sun Financial
Los Angeles,
California
|
$777K
|
-$25.3K
|
-137
|
-3%
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$757K
|
–
|
–
|
–
|
|
|
31
|
Navis Wealth Advisors
Rye Brook,
New York
|
$757K
|
+$3.7K
|
+20
|
+0.5%
|
|
|
32
|
Aspiriant LLC
Los Angeles,
California
|
$679K
|
-$25.9K
|
-140
|
-4%
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$626K
|
-$4.07K
|
-22
|
-0.7%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$556K
|
–
|
–
|
–
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$477K
|
+$467K
|
+2,522
|
New
|
|
|
36
|
Plan A Wealth
Lincoln,
Nebraska
|
$439K
|
-$142K
|
-767
|
-25%
|
|
|
37
|
GSA Capital Partners
London,
United Kingdom
|
$423K
|
+$182K
|
+985
|
+79%
|
|
|
38
|
|
$417K
|
-$114K
|
-614
|
-22%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$401K
|
-$38.9K
|
-210
|
-9%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$398K
|
-$5.92K
|
-32
|
-1%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$384K
|
+$375K
|
+2,027
|
New
|
|
|
42
|
Williams Jones Wealth Management
New York
|
$379K
|
-$37K
|
-200
|
-9%
|
|
|
43
|
Pine Valley Investments
Marlton,
New Jersey
|
$369K
|
-$37K
|
-200
|
-9%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$334K
|
+$326K
|
+1,763
|
New
|
|
|
45
|
Blue Fin Capital
Warren,
Rhode Island
|
$292K
|
-$4.81K
|
-26
|
-2%
|
|
|
46
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$290K
|
–
|
–
|
–
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$279K
|
+$34.8K
|
+188
|
+15%
|
|
|
48
|
Strategic Financial Services
Utica,
New York
|
$266K
|
–
|
–
|
–
|
|
|
49
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$265K
|
–
|
–
|
–
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$264K
|
+$370
|
+2
|
+0.1%
|
|
