|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.29M
|
-$4.88M
|
-80,704
|
-80%
|
|
|
27
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.13M
|
-$222K
|
-3,677
|
-17%
|
|
|
28
|
Austin Private Wealth
Austin,
Texas
|
$1.09M
|
-$61.2K
|
-1,012
|
-6%
|
|
|
29
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.05M
|
+$998K
|
+16,515
|
New
|
|
|
30
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$937K
|
+$343K
|
+5,680
|
+62%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$912K
|
-$113K
|
-1,875
|
-12%
|
|
|
32
|
MAI Capital Management
Independence,
Ohio
|
$889K
|
-$163K
|
-2,691
|
-16%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$831K
|
-$194K
|
-3,203
|
-20%
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$823K
|
-$72.5K
|
-1,200
|
-8%
|
|
|
35
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$791K
|
+$447K
|
+7,400
|
+145%
|
|
|
36
|
Bellecapital
Zurich,
Switzerland
|
$782K
|
–
|
–
|
–
|
|
|
37
|
Lazard Asset Management
New York
|
$711K
|
+$679K
|
+11,237
|
New
|
|
|
38
|
Lodestar Private Asset Management
Alamo,
California
|
$696K
|
+$664K
|
+10,985
|
New
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$689K
|
-$141K
|
-2,339
|
-18%
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$684K
|
-$2.76M
|
-45,751
|
-81%
|
|
|
41
|
Diversified Trust
Memphis,
Tennessee
|
$668K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$654K
|
+$603K
|
+9,985
|
+2,878%
|
|
|
43
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$597K
|
-$9.06K
|
-150
|
-2%
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
$581K
|
+$554K
|
+9,175
|
New
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$515K
|
+$487K
|
+8,058
|
New
|
|
|
46
|
Corient Private Wealth
Miami,
Florida
|
$467K
|
+$446K
|
+7,373
|
New
|
|
|
47
|
Bridge Advisory
Pasadena,
California
|
$443K
|
+$188K
|
+3,112
|
+80%
|
|
|
48
|
Northern Trust
Chicago,
Illinois
|
$405K
|
–
|
–
|
–
|
|
|
49
|
|
$391K
|
–
|
–
|
–
|
|
|
50
|
Upper Left Wealth Management
Tampa,
Florida
|
$363K
|
+$347K
|
+5,735
|
New
|
|
