|
1
|
Fiduciary Trust
Boston,
Massachusetts
|
$137M
|
-$3.64M
|
-137,707
|
-3%
|
|
|
2
|
|
$117M
|
+$972K
|
+36,751
|
+0.8%
|
|
|
3
|
Cerity Partners OCIO
New York
|
$62.7M
|
+$203K
|
+7,675
|
+0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.01M
|
-$1.16M
|
-43,775
|
-14%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$4.48M
|
-$24.9K
|
-941
|
-0.6%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$4.08M
|
+$137K
|
+5,174
|
+3%
|
|
|
7
|
Graney & King
Latham,
New York
|
$3.22M
|
+$2.08M
|
+78,530
|
+181%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$3.18M
|
+$299K
|
+11,292
|
+10%
|
|
|
9
|
Summit Trail Advisors
New York
|
$3.07M
|
+$153K
|
+5,785
|
+5%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$2.67M
|
+$2.67M
|
+100,845
|
New
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.63M
|
+$88.7K
|
+3,353
|
+3%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$2.21M
|
–
|
–
|
–
|
|
|
13
|
Arax Advisory Partners
Denver,
Colorado
|
$1.82M
|
+$1.82M
|
+68,658
|
New
|
|
|
14
|
HBW Advisory Services
Simi Valley,
California
|
$1.31M
|
+$1.1M
|
+41,700
|
+526%
|
|
|
15
|
Marshall Investment Management
Littleton,
Colorado
|
$1.26M
|
+$22.7K
|
+858
|
+2%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.11M
|
-$231K
|
-8,749
|
-17%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1M
|
+$3.81K
|
+144
|
+0.4%
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$846K
|
+$218K
|
+8,225
|
+35%
|
|
|
19
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$813K
|
+$329K
|
+12,437
|
+68%
|
|
|
20
|
Concurrent Investment Advisors
Tampa,
Florida
|
$708K
|
+$709K
|
+26,790
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$688K
|
+$113K
|
+4,287
|
+20%
|
|
|
22
|
|
$655K
|
+$655K
|
+24,771
|
New
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$652K
|
+$652K
|
+24,656
|
New
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$568K
|
+$26.8K
|
+1,013
|
+5%
|
|
|
25
|
CVA Family Office
Denver,
Colorado
|
$542K
|
+$4.15K
|
+157
|
+0.8%
|
|
