|
26
|
Wells Fargo
San Francisco,
California
|
$848K
|
+$85.6K
|
+5,886
|
+11%
|
|
|
27
|
MAI Capital Management
Independence,
Ohio
|
$801K
|
+$788K
|
+54,179
|
New
|
|
|
28
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$792K
|
+$779K
|
+53,579
|
New
|
|
|
29
|
PFG Advisors
Phoenix,
Arizona
|
$783K
|
–
|
–
|
–
|
|
|
30
|
Bank of New York Mellon
New York
|
$757K
|
+$247K
|
+16,952
|
+50%
|
|
|
31
|
Renaissance Technologies
New York
|
$736K
|
+$724K
|
+49,743
|
New
|
|
|
32
|
|
$727K
|
-$420K
|
-28,889
|
-37%
|
|
|
33
|
Wellington Management Group
Boston,
Massachusetts
|
$680K
|
–
|
–
|
–
|
|
|
34
|
Keystone Wealth Services
Palm Desert,
California
|
$617K
|
+$607K
|
+41,737
|
New
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$613K
|
-$3.08K
|
-212
|
-0.5%
|
|
|
36
|
Vance Wealth
Santa Clarita,
California
|
$606K
|
–
|
–
|
–
|
|
|
37
|
|
$603K
|
+$204K
|
+14,047
|
+53%
|
|
|
38
|
HoldCo Asset Management
Fort Lauderdale,
Florida
|
$599K
|
–
|
–
|
–
|
|
|
39
|
SageView Advisory Group
Newport Beach,
California
|
$578K
|
–
|
–
|
–
|
|
|
40
|
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
$572K
|
+$175K
|
+12,042
|
+45%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$548K
|
+$56.1K
|
+3,858
|
+12%
|
|
|
42
|
|
$546K
|
+$537K
|
+36,950
|
New
|
|
|
43
|
Barclays
London,
United Kingdom
|
$544K
|
+$342K
|
+23,499
|
+177%
|
|
|
44
|
Destination Wealth Management
Walnut Creek,
California
|
$541K
|
+$532K
|
+36,566
|
New
|
|
|
45
|
Nuveen
Charlotte,
North Carolina
|
$499K
|
+$258K
|
+17,705
|
+110%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$452K
|
+$444K
|
+30,551
|
New
|
|
|
47
|
RhumbLine Advisers
Boston,
Massachusetts
|
$427K
|
+$241K
|
+16,559
|
+135%
|
|
|
48
|
American Century Companies
Kansas City,
Missouri
|
$419K
|
+$412K
|
+28,326
|
New
|
|
|
49
|
|
$392K
|
+$311K
|
+21,384
|
+417%
|
|
|
50
|
Concentric Wealth Management
Lafayette,
California
|
$362K
|
+$356K
|
+24,443
|
New
|
|
