|
51
|
KeyBank National Association
Cleveland,
Ohio
|
$16.9M
|
+$61.9K
|
+849
|
+0.4%
|
|
|
52
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$16.1M
|
+$1.24M
|
+17,043
|
+8%
|
|
|
53
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$15.8M
|
+$247K
|
+3,385
|
+2%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$15.1M
|
+$870K
|
+11,928
|
+6%
|
|
|
55
|
RVW Wealth
Los Angeles,
California
|
$14.2M
|
-$6.29M
|
-86,226
|
-31%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.9M
|
+$1.61M
|
+22,044
|
+13%
|
|
|
57
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
-$2.11M
|
-28,959
|
-14%
|
|
|
58
|
Modera Wealth Management
Westwood,
New Jersey
|
$13M
|
+$13M
|
+178,516
|
New
|
|
|
59
|
Tiedemann Advisors
New York
|
$12.9M
|
+$4.99M
|
+68,388
|
+63%
|
|
|
60
|
Park Avenue Securities
New York
|
$12.2M
|
+$104K
|
+1,431
|
+0.9%
|
|
|
61
|
Fidelity Investments
Boston,
Massachusetts
|
$11.4M
|
+$5.13M
|
+70,275
|
+82%
|
|
|
62
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.3M
|
+$423K
|
+5,797
|
+4%
|
|
|
63
|
Windsor Capital Management
Phoenix,
Arizona
|
$11.1M
|
+$170K
|
+2,332
|
+2%
|
|
|
64
|
Financial Network Wealth Management
Draper,
Utah
|
$10.8M
|
-$1.9M
|
-26,071
|
-15%
|
|
|
65
|
Merriman Wealth Management
Seattle,
Washington
|
$10.7M
|
+$10.7M
|
+146,741
|
New
|
|
|
66
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.1M
|
-$1.18M
|
-16,173
|
-10%
|
|
|
67
|
Alesco Advisors
Pittsford,
New York
|
$9.77M
|
-$565K
|
-7,749
|
-5%
|
|
|
68
|
Garde Capital
Seattle,
Washington
|
$9.47M
|
+$214K
|
+2,933
|
+2%
|
|
|
69
|
Natixis Advisors
Boston,
Massachusetts
|
$9.38M
|
+$684K
|
+9,373
|
+8%
|
|
|
70
|
Laurel Wealth Planning
Edina,
Minnesota
|
$8.84M
|
-$810K
|
-11,100
|
-8%
|
|
|
71
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.6M
|
-$218K
|
-2,985
|
-2%
|
|
|
72
|
Steward Partners Investment Advisory
New York
|
$8.42M
|
+$725K
|
+9,944
|
+9%
|
|
|
73
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.21M
|
-$385K
|
-5,279
|
-4%
|
|
|
74
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$7.96M
|
+$296K
|
+4,060
|
+4%
|
|
|
75
|
Sand Hill Global Advisors
Palo Alto,
California
|
$7.89M
|
-$107K
|
-1,464
|
-1%
|
|
