|
26
|
ORG Partners
Roanoke,
Indiana
|
$681K
|
+$588K
|
+19,988
|
New
|
|
|
27
|
Terra Nova Asset Management
New York
|
$674K
|
+$592K
|
+20,114
|
New
|
|
|
28
|
Corient Private Wealth
Miami,
Florida
|
$571K
|
+$501K
|
+17,039
|
New
|
|
|
29
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$561K
|
+$493K
|
+16,738
|
New
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$528K
|
+$463K
|
+15,736
|
New
|
|
|
31
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$491K
|
+$431K
|
+14,652
|
New
|
|
|
32
|
Scarborough Advisors
Annapolis,
Maryland
|
$443K
|
+$389K
|
+13,209
|
New
|
|
|
33
|
|
$425K
|
+$373K
|
+12,684
|
New
|
|
|
34
|
|
$410K
|
+$360K
|
+12,240
|
New
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$373K
|
+$328K
|
+11,130
|
New
|
|
|
36
|
Patten & Patten
Chattanooga,
Tennessee
|
$354K
|
+$311K
|
+10,560
|
New
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$327K
|
+$272K
|
+9,254
|
+1,892%
|
|
|
38
|
Scotia Capital
Toronto,
Ontario, Canada
|
$326K
|
+$286K
|
+9,717
|
New
|
|
|
39
|
|
$325K
|
+$285K
|
+9,700
|
New
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$315K
|
+$276K
|
+9,390
|
New
|
|
|
41
|
Oppenheimer & Co
New York
|
$311K
|
+$273K
|
+9,282
|
New
|
|
|
42
|
Wealthspire Advisors (New York)
New York
|
$306K
|
+$268K
|
+9,122
|
New
|
|
|
43
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$269K
|
+$236K
|
+8,015
|
New
|
|
|
44
|
|
$257K
|
+$225K
|
+7,650
|
New
|
|
|
45
|
&Partners
Nashville,
Tennessee
|
$244K
|
+$213K
|
+7,250
|
New
|
|
|
46
|
Magnolia Capital Management
Cold Spring,
New York
|
$243K
|
+$213K
|
+7,235
|
New
|
|
|
47
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$236K
|
+$208K
|
+7,053
|
New
|
|
|
48
|
Cresset Asset Management
Chicago,
Illinois
|
$217K
|
+$191K
|
+6,478
|
New
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$209K
|
+$184K
|
+6,248
|
New
|
|
|
50
|
NewEdge Advisors
New Orleans,
Louisiana
|
$203K
|
+$178K
|
+6,059
|
New
|
|
