|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$140M
|
-$126K
|
-4,845
|
-0.1%
|
|
|
2
|
|
$115M
|
+$5.54M
|
+213,621
|
+5%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$61.8M
|
-$977K
|
-37,678
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$8.08M
|
-$771K
|
-29,733
|
-9%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$4.46M
|
+$32K
|
+1,233
|
+0.7%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$3.9M
|
+$76.3K
|
+2,940
|
+2%
|
|
|
7
|
Summit Trail Advisors
New York
|
$2.88M
|
+$231K
|
+8,896
|
+9%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$2.85M
|
+$280K
|
+10,779
|
+11%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.51M
|
+$138K
|
+5,306
|
+6%
|
|
|
10
|
SCS Capital Management
Boston,
Massachusetts
|
$2.19M
|
–
|
–
|
–
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.33M
|
-$25.4K
|
-980
|
-2%
|
|
|
12
|
Marshall Investment Management
Littleton,
Colorado
|
$1.22M
|
+$1.21M
|
+46,793
|
New
|
|
|
13
|
Graney & King
Latham,
New York
|
$1.14M
|
+$1.13M
|
+43,429
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$987K
|
-$130
|
-5
|
-0%
|
|
|
15
|
|
$662K
|
+$279K
|
+10,752
|
+74%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$622K
|
+$9.11K
|
+351
|
+1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$569K
|
+$119K
|
+4,581
|
+27%
|
|
|
18
|
Flow Traders U.S.
New York
|
$556K
|
+$551K
|
+21,244
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$549K
|
-$27.2K
|
-1,050
|
-5%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$536K
|
-$1.06K
|
-41
|
-0.2%
|
|
|
21
|
CVA Family Office
Denver,
Colorado
|
$532K
|
+$4.44K
|
+171
|
+0.8%
|
|
|
22
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$479K
|
+$52.6K
|
+2,026
|
+12%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$450K
|
+$67.1K
|
+2,587
|
+18%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$445K
|
+$129K
|
+4,977
|
+41%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$375K
|
+$2.78K
|
+107
|
+0.8%
|
|
