|
26
|
Bard Financial Services
Branford,
Connecticut
|
$2.53M
|
–
|
–
|
–
|
|
|
27
|
Bridge Advisory
Pasadena,
California
|
$2.5M
|
+$923K
|
+17,506
|
+60%
|
|
|
28
|
US Bancorp
Minneapolis,
Minnesota
|
$2.13M
|
–
|
–
|
–
|
|
|
29
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.86M
|
+$537K
|
+10,195
|
+42%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.81M
|
+$500K
|
+9,479
|
+39%
|
|
|
31
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.62M
|
+$16.6K
|
+315
|
+1%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.55M
|
-$111K
|
-2,097
|
-7%
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.51M
|
+$107K
|
+2,028
|
+8%
|
|
|
34
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.42M
|
+$433K
|
+8,207
|
+45%
|
|
|
35
|
BlueCrest Capital Management
St Helier,
Jersey
|
$1.32M
|
-$632K
|
-11,999
|
-33%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.28M
|
+$299K
|
+5,667
|
+31%
|
|
|
37
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.21M
|
+$3K
|
+57
|
+0.3%
|
|
|
38
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.2M
|
+$62.1K
|
+1,178
|
+6%
|
|
|
39
|
Keel Point
Huntsville,
Alabama
|
$1.2M
|
+$1.18M
|
+22,377
|
New
|
|
|
40
|
Flow Traders U.S.
New York
|
$1.17M
|
+$1.15M
|
+21,792
|
New
|
|
|
41
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1.03M
|
+$1.01M
|
+19,225
|
New
|
|
|
42
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1M
|
-$26.4K
|
-500
|
-3%
|
|
|
43
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$975K
|
+$322K
|
+6,111
|
+51%
|
|
|
44
|
Frontier Wealth Management
Kansas City,
Missouri
|
$931K
|
–
|
–
|
–
|
|
|
45
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$896K
|
+$53
|
+1
|
+0%
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
$881K
|
-$959K
|
-18,203
|
-53%
|
|
|
47
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$875K
|
+$156K
|
+2,967
|
+22%
|
|
|
48
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$874K
|
+$813K
|
+15,433
|
+1,803%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$812K
|
-$3.06K
|
-58
|
-0.4%
|
|
|
50
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$714K
|
+$702K
|
+13,316
|
New
|
|
