|
26
|
Zurich Insurance Group
Zurich,
Switzerland
|
$590K
|
–
|
–
|
–
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$502K
|
-$125
|
-4
|
-0%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$477K
|
-$6.24K
|
-200
|
-1%
|
|
|
29
|
Atlas Private Wealth Management
Albany,
New York
|
$452K
|
+$293K
|
+9,405
|
+207%
|
|
|
30
|
BigSur Wealth Management
Miami,
Florida
|
$437K
|
–
|
–
|
–
|
|
|
31
|
Continuum Advisory
Eagle,
Idaho
|
$437K
|
+$409K
|
+13,110
|
New
|
|
|
32
|
Berkeley Inc
Boise,
Idaho
|
$406K
|
-$14.7K
|
-471
|
-4%
|
|
|
33
|
PGIM Custom Harvest
Newark,
New Jersey
|
$375K
|
–
|
–
|
–
|
|
|
34
|
Arkos Global Advisors
Houston,
Texas
|
$356K
|
-$7.52K
|
-241
|
-2%
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$349K
|
–
|
–
|
–
|
|
|
36
|
LPL Financial
San Diego,
California
|
$316K
|
-$14K
|
-448
|
-4%
|
|
|
37
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$301K
|
–
|
–
|
–
|
|
|
38
|
4Thought Financial Group
Syosset,
New York
|
$284K
|
+$274K
|
+8,768
|
New
|
|
|
39
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$270K
|
+$260K
|
+8,320
|
New
|
|
|
40
|
First United Bank & Trust
Oakland,
Maryland
|
$258K
|
–
|
–
|
–
|
|
|
41
|
Barclays
London,
United Kingdom
|
$254K
|
+$244K
|
+7,836
|
New
|
|
|
42
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$250K
|
-$55K
|
-1,762
|
-19%
|
|
|
43
|
Cetera Advisors
Denver,
Colorado
|
$234K
|
+$3.52K
|
+113
|
+2%
|
|
|
44
|
Kings Point Capital Management
Great Neck,
New York
|
$232K
|
–
|
–
|
–
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$225K
|
-$5.3K
|
-170
|
-2%
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$207K
|
+$195K
|
+6,254
|
New
|
|
|
47
|
Accel Wealth Management
Waverly,
Iowa
|
$186K
|
–
|
–
|
–
|
|
|
48
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$175K
|
+$148K
|
+4,753
|
+728%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$157K
|
-$2.96K
|
-95
|
-2%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$121K
|
-$998
|
-32
|
-0.9%
|
|
