|
26
|
Phoenix Financial
Givatayim,
Israel
|
$2.27M
|
-$66.5K
|
-1,299
|
-3%
|
|
|
27
|
Oppenheimer Asset Management
New York
|
$2.27M
|
-$33.6K
|
-655
|
-1%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.18M
|
+$984K
|
+19,211
|
+82%
|
|
|
29
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.69M
|
+$1.7M
|
+33,116
|
New
|
|
|
30
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.6M
|
+$1.6M
|
+31,288
|
New
|
|
|
31
|
Bellecapital
Zurich,
Switzerland
|
$1.48M
|
–
|
–
|
–
|
|
|
32
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.46M
|
-$452K
|
-8,815
|
-24%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
+$375K
|
+7,319
|
+35%
|
|
|
34
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.33M
|
+$1.34M
|
+26,163
|
New
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$1.3M
|
+$151K
|
+2,943
|
+13%
|
|
|
36
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.26M
|
+$1.26M
|
+24,655
|
New
|
|
|
37
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.1M
|
-$73.4K
|
-1,432
|
-6%
|
|
|
38
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$966K
|
+$5.94K
|
+116
|
+0.6%
|
|
|
39
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$906K
|
+$46.3K
|
+903
|
+5%
|
|
|
40
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$895K
|
+$28.7K
|
+561
|
+3%
|
|
|
41
|
GeoWealth Management
Chicago,
Illinois
|
$890K
|
+$108K
|
+2,107
|
+14%
|
|
|
42
|
Allie Family Office
Miami,
Florida
|
$842K
|
+$846K
|
+16,519
|
New
|
|
|
43
|
Prudential Financial
Newark,
New Jersey
|
$833K
|
–
|
–
|
–
|
|
|
44
|
NewEdge Advisors
New Orleans,
Louisiana
|
$725K
|
-$32.8K
|
-640
|
-4%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$644K
|
+$61.4K
|
+1,198
|
+10%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$625K
|
-$153K
|
-2,985
|
-20%
|
|
|
47
|
Guggenheim Capital
Chicago,
Illinois
|
$612K
|
+$323K
|
+6,305
|
+111%
|
|
|
48
|
Oppenheimer & Co
New York
|
$514K
|
+$86.6K
|
+1,691
|
+20%
|
|
|
49
|
Howard Wealth Management
Madison,
Connecticut
|
$463K
|
+$466K
|
+9,093
|
New
|
|
|
50
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$393K
|
+$63.6K
|
+1,242
|
+19%
|
|
