|
26
|
Creative Planning
Overland Park,
Kansas
|
$4.81M
|
-$1.57M
|
-53,207
|
-23%
|
|
|
27
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$4.69M
|
+$303K
|
+10,295
|
+6%
|
|
|
28
|
SONA Asset Management (US)
New York
|
$4.67M
|
–
|
–
|
–
|
|
|
29
|
IFG Advisory
Atlanta,
Georgia
|
$4.56M
|
+$5.04M
|
+171,160
|
New
|
|
|
30
|
Marino Management
Westport,
Connecticut
|
$4.14M
|
–
|
–
|
–
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.77M
|
-$160K
|
-5,433
|
-4%
|
|
|
32
|
Raymond James Financial
St Petersburg,
Florida
|
$3.54M
|
+$1.53M
|
+51,943
|
+64%
|
|
|
33
|
Lido Advisors
Los Angeles,
California
|
$3.52M
|
-$170K
|
-5,763
|
-4%
|
|
|
34
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$3.51M
|
+$2.14M
|
+72,775
|
+124%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$3.48M
|
-$280K
|
-9,526
|
-7%
|
|
|
36
|
CSS LLC
Chicago,
Illinois
|
$3M
|
+$176K
|
+5,990
|
+6%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.9M
|
+$1.62M
|
+55,199
|
+103%
|
|
|
38
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$2.9M
|
-$602K
|
-20,471
|
-16%
|
|
|
39
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.87M
|
+$447K
|
+15,205
|
+16%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$2.87M
|
-$5.23M
|
-177,766
|
-62%
|
|
|
41
|
KeyBank National Association
Cleveland,
Ohio
|
$2.86M
|
-$29.8K
|
-1,013
|
-0.9%
|
|
|
42
|
Neuberger Berman Group
New York
|
$2.77M
|
-$539K
|
-18,308
|
-15%
|
|
|
43
|
Insigneo Advisory Services
Miami,
Florida
|
$2.6M
|
-$15.7K
|
-535
|
-0.5%
|
|
|
44
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.56M
|
+$904K
|
+30,713
|
+47%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.42M
|
-$214K
|
-7,258
|
-7%
|
|
|
46
|
Caprock Group
Boise,
Idaho
|
$2.4M
|
+$2.65M
|
+90,133
|
New
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$2.38M
|
+$2.04M
|
+69,413
|
+348%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.28M
|
-$236K
|
-8,014
|
-9%
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.23M
|
+$249K
|
+8,451
|
+11%
|
|
|
50
|
Citizens Financial Group
Providence,
Rhode Island
|
$2.15M
|
+$2.37M
|
+80,607
|
New
|
|
