|
26
|
Bard Financial Services
Branford,
Connecticut
|
$2.21M
|
+$2.11M
|
+47,125
|
New
|
|
|
27
|
US Bancorp
Minneapolis,
Minnesota
|
$1.97M
|
-$299K
|
-6,677
|
-14%
|
|
|
28
|
|
$1.58M
|
-$1.17M
|
-26,218
|
-44%
|
|
|
29
|
Bridge Advisory
Pasadena,
California
|
$1.49M
|
+$1.43M
|
+31,879
|
New
|
|
|
30
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.39M
|
-$23.3K
|
-522
|
-2%
|
|
|
31
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.38M
|
-$165K
|
-3,695
|
-11%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.15M
|
+$91.4K
|
+2,044
|
+9%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
+$65K
|
+1,453
|
+7%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$134K
|
+3,008
|
+16%
|
|
|
35
|
BlueCrest Capital Management
St Helier,
Jersey
|
$994K
|
+$204K
|
+4,573
|
+27%
|
|
|
36
|
Focus Financial Network
Minneapolis,
Minnesota
|
$968K
|
+$41.6K
|
+931
|
+5%
|
|
|
37
|
Laurel Wealth Planning
Edina,
Minnesota
|
$962K
|
+$919K
|
+20,556
|
New
|
|
|
38
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$941K
|
+$43K
|
+962
|
+5%
|
|
|
39
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$896K
|
–
|
–
|
–
|
|
|
40
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$889K
|
-$179
|
-4
|
-0%
|
|
|
41
|
Frontier Wealth Management
Kansas City,
Missouri
|
$812K
|
–
|
–
|
–
|
|
|
42
|
Cetera Advisors
Denver,
Colorado
|
$742K
|
+$22.4K
|
+502
|
+3%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$687K
|
+$66.1K
|
+1,478
|
+11%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$686K
|
+$376K
|
+8,410
|
+134%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$520K
|
+$399K
|
+8,925
|
+407%
|
|
|
46
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$508K
|
–
|
–
|
–
|
|
|
47
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$481K
|
+$6.39K
|
+143
|
+1%
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
$478K
|
-$1.12M
|
-25,026
|
-71%
|
|
|
49
|
Spearhead Capital Advisors
Wellington,
Florida
|
$446K
|
+$5.95K
|
+133
|
+1%
|
|
|
50
|
Coppell Advisory Solutions
Coppell,
Texas
|
$420K
|
+$401K
|
+8,966
|
New
|
|
