|
26
|
CX Institutional
Auburn,
Indiana
|
$8.23M
|
-$8.26M
|
-169,978
|
-50%
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.63M
|
+$518K
|
+10,664
|
+7%
|
|
|
28
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.45M
|
-$20.9K
|
-430
|
-0.3%
|
|
|
29
|
Tobias Financial Advisors
Plantation,
Florida
|
$7.12M
|
+$235K
|
+4,848
|
+3%
|
|
|
30
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.73M
|
+$738K
|
+15,196
|
+12%
|
|
|
31
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$6.59M
|
+$156K
|
+3,220
|
+2%
|
|
|
32
|
Meridian Financial Partners
Warrenton,
Virginia
|
$6.49M
|
+$21.5K
|
+442
|
+0.3%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$6.21M
|
+$1.07M
|
+21,970
|
+21%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.09M
|
-$1.15M
|
-23,592
|
-16%
|
|
|
35
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.96M
|
-$135K
|
-2,772
|
-2%
|
|
|
36
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.6M
|
-$243K
|
-4,998
|
-4%
|
|
|
37
|
|
$5.35M
|
-$713K
|
-14,682
|
-12%
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.32M
|
+$274K
|
+5,646
|
+5%
|
|
|
39
|
Lake Street Private Wealth
Chicago,
Illinois
|
$5.29M
|
+$153K
|
+3,144
|
+3%
|
|
|
40
|
J.W. Cole Advisors
Tampa,
Florida
|
$5.18M
|
+$309K
|
+6,368
|
+6%
|
|
|
41
|
Bank of New York Mellon
New York
|
$5.15M
|
+$4.91M
|
+101,190
|
+2,048%
|
|
|
42
|
Sarasin & Partners
London,
United Kingdom
|
$4.45M
|
-$872K
|
-17,960
|
-16%
|
|
|
43
|
Circle Wealth Management
Summit,
New Jersey
|
$4.09M
|
+$22.7K
|
+468
|
+0.6%
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
$4.05M
|
-$561K
|
-11,540
|
-12%
|
|
|
45
|
Mission Wealth Management
Santa Barbara,
California
|
$3.82M
|
+$71.9K
|
+1,480
|
+2%
|
|
|
46
|
Linscomb Wealth
Houston,
Texas
|
$3.75M
|
+$53.8K
|
+1,108
|
+1%
|
|
|
47
|
VisionPoint Advisory Group
Dallas,
Texas
|
$3.31M
|
-$2.43K
|
-50
|
-0.1%
|
|
|
48
|
United Capital Financial Advisors
Irving,
Texas
|
$3.22M
|
+$70.5K
|
+1,452
|
+2%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$3.1M
|
+$3.18M
|
+65,408
|
New
|
|
|
50
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.09M
|
+$142K
|
+2,920
|
+5%
|
|
