|
26
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$396K
|
-$181K
|
-5,229
|
-29%
|
|
|
27
|
Transcend Capital Advisors
Madison,
New Jersey
|
$394K
|
-$13.9K
|
-402
|
-3%
|
|
|
28
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$378K
|
–
|
–
|
–
|
|
|
29
|
Wellington Management Group
Boston,
Massachusetts
|
$349K
|
-$126K
|
-3,651
|
-24%
|
|
|
30
|
Montag & Caldwell
Atlanta,
Georgia
|
$345K
|
+$172K
|
+4,967
|
+79%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$298K
|
+$336K
|
+9,727
|
New
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$259K
|
+$292K
|
+8,463
|
New
|
|
|
33
|
Channing Global Advisors
Miami,
Florida
|
$258K
|
-$210K
|
-6,079
|
-42%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$218K
|
+$3.07K
|
+89
|
+1%
|
|
|
35
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$200K
|
–
|
–
|
–
|
|
|
36
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$200K
|
–
|
–
|
–
|
|
|
37
|
Credit Suisse
Zurich,
Switzerland
|
$199K
|
–
|
–
|
–
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$198K
|
-$164K
|
-4,734
|
-42%
|
|
|
39
|
Activest Wealth Management
Aventure,
Florida
|
$158K
|
+$158K
|
+4,586
|
New
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$153K
|
+$35
|
+1
|
+0%
|
|
|
41
|
Stelac Advisory Services
New York
|
$103K
|
–
|
–
|
–
|
|
|
42
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$99K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$96K
|
–
|
–
|
–
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$74K
|
+$83.4K
|
+2,414
|
New
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$56K
|
–
|
–
|
–
|
|
|
46
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$39.1K
|
–
|
–
|
–
|
|
|
47
|
Castle Wealth Management
West Palm Beach,
Florida
|
$26K
|
–
|
–
|
–
|
|
|
48
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.4K
|
–
|
–
|
–
|
|
|
49
|
Harbour Investments
Madison,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$8K
|
-$4.46K
|
-129
|
-34%
|
|
