|
26
|
EP Wealth Advisors
Torrance,
California
|
$310K
|
+$311K
|
+2,437
|
New
|
|
|
27
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$295K
|
-$14.5K
|
-114
|
-5%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$247K
|
+$25.2K
|
+198
|
+11%
|
|
|
29
|
Lunt Capital Management
Holladay,
Utah
|
$212K
|
+$510
|
+4
|
+0.2%
|
|
|
30
|
Arax Advisory Partners
Denver,
Colorado
|
$119K
|
–
|
–
|
–
|
|
|
31
|
RhumbLine Advisers
Boston,
Massachusetts
|
$107K
|
–
|
–
|
–
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$76.2K
|
–
|
–
|
–
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$47.5K
|
–
|
–
|
–
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$44.1K
|
+$44.2K
|
+347
|
New
|
|
|
35
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$23.1K
|
-$2.42K
|
-19
|
-9%
|
|
|
36
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$23.1K
|
–
|
–
|
–
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$20.2K
|
-$510
|
-4
|
-2%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$14.6K
|
+$4.21K
|
+33
|
+40%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.5K
|
–
|
–
|
–
|
|
|
40
|
Private Trust Company
Cleveland,
Ohio
|
$9.91K
|
-$1.91K
|
-15
|
-16%
|
|
|
41
|
NBT Bank
Norwich,
New York
|
$7.62K
|
+$7.65K
|
+60
|
New
|
|
|
42
|
Venturi Wealth Management
Austin,
Texas
|
$5.33K
|
–
|
–
|
–
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Principal Securities
Des Moines,
Iowa
|
$2.79K
|
–
|
–
|
–
|
|
|
45
|
Bank of America
Charlotte,
North Carolina
|
$1.52K
|
–
|
–
|
–
|
|
|
46
|
Comerica Bank
Dallas,
Texas
|
$1.4K
|
–
|
–
|
–
|
|
|
47
|
Covestor
London,
United Kingdom
|
$1K
|
-$1.15K
|
-9
|
-64%
|
|
|
48
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$635
|
+$637
|
+5
|
New
|
|
|
49
|
US Bancorp
Minneapolis,
Minnesota
|
$508
|
–
|
–
|
–
|
|
|
50
|
Horizon Investments
Charlotte,
North Carolina
|
$254
|
-$127
|
-1
|
-33%
|
|
