|
26
|
UBS Group
Zurich,
Switzerland
|
$43.9M
|
-$7.56M
|
-51,153
|
-15%
|
|
|
27
|
IMPACTfolio
Denver,
Colorado
|
$43.1M
|
-$347K
|
-2,344
|
-0.8%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.4M
|
-$2.08M
|
-14,037
|
-5%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$41.1M
|
-$909K
|
-6,149
|
-2%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$40.2M
|
+$2.71M
|
+18,352
|
+7%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$39.6M
|
+$19.5M
|
+132,006
|
+99%
|
|
|
32
|
Alesco Advisors
Pittsford,
New York
|
$37.1M
|
-$318K
|
-2,151
|
-0.9%
|
|
|
33
|
Fidelity Investments
Boston,
Massachusetts
|
$34.8M
|
+$717K
|
+4,850
|
+2%
|
|
|
34
|
KeyBank National Association
Cleveland,
Ohio
|
$33.7M
|
-$146K
|
-986
|
-0.4%
|
|
|
35
|
Mission Wealth Management
Santa Barbara,
California
|
$33.6M
|
-$712K
|
-4,818
|
-2%
|
|
|
36
|
Brookstone Capital Management
Wheaton,
Illinois
|
$33.3M
|
+$2.58M
|
+17,456
|
+8%
|
|
|
37
|
Raymond James Financial
St Petersburg,
Florida
|
$33.1M
|
+$3.7M
|
+25,036
|
+13%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.8M
|
-$54.4K
|
-368
|
-0.2%
|
|
|
39
|
Park Avenue Securities
New York
|
$30.7M
|
-$2.51M
|
-16,992
|
-8%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.1M
|
-$3.43M
|
-23,174
|
-10%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.6M
|
-$762K
|
-5,157
|
-3%
|
|
|
42
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$27.9M
|
+$21.9K
|
+148
|
+0.1%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$27.2M
|
+$14.9M
|
+100,781
|
+123%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$27.2M
|
+$6.36K
|
+43
|
+0%
|
|
|
45
|
Joel Isaacson & Co
New York
|
$26.3M
|
+$52.9K
|
+358
|
+0.2%
|
|
|
46
|
AllianceBernstein
Nashville,
Tennessee
|
$25.9M
|
-$123K
|
-830
|
-0.5%
|
|
|
47
|
Clarius Group LLC
Seattle,
Washington
|
$25.1M
|
-$290K
|
-1,959
|
-1%
|
|
|
48
|
Rock Creek Group
Washington,
District of Columbia
|
$24M
|
–
|
–
|
–
|
|
|
49
|
Sand Hill Global Advisors
Palo Alto,
California
|
$23.1M
|
-$935K
|
-6,326
|
-4%
|
|
|
50
|
Affinity Capital Advisors
Berkeley,
California
|
$22.4M
|
-$167K
|
-1,130
|
-0.7%
|
|
