|
26
|
Rockefeller Capital Management
New York
|
$7.84M
|
+$228K
|
+5,171
|
+3%
|
|
|
27
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$7.83M
|
-$839
|
-19
|
-0%
|
|
|
28
|
Private Wealth Advisors (California)
Fresno,
California
|
$7.17M
|
-$193K
|
-4,373
|
-3%
|
|
|
29
|
Del-Sette Capital Management
Schenectady,
New York
|
$7.11M
|
+$197K
|
+4,459
|
+3%
|
|
|
30
|
GFS Advisors
Houston,
Texas
|
$7.06M
|
–
|
–
|
–
|
|
|
31
|
Banco Santander
Madrid,
Spain
|
$6.71M
|
-$1.28M
|
-28,888
|
-17%
|
|
|
32
|
Vontobel Holding
Zurich,
Switzerland
|
$6.34M
|
-$418K
|
-9,464
|
-7%
|
|
|
33
|
|
$6.19M
|
-$9.83M
|
-222,651
|
-63%
|
|
|
34
|
Good Life Advisors
Reading,
Pennsylvania
|
$6.13M
|
+$15.1K
|
+343
|
+0.3%
|
|
|
35
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.03M
|
-$123K
|
-2,786
|
-2%
|
|
|
36
|
Brown Advisory
Baltimore,
Maryland
|
$5.62M
|
-$84.9K
|
-1,923
|
-2%
|
|
|
37
|
Allie Family Office
Miami,
Florida
|
$5.02M
|
+$258K
|
+5,850
|
+6%
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.75M
|
+$50.4K
|
+1,142
|
+1%
|
|
|
39
|
Ashford Capital Management
Wilmington,
Delaware
|
$4.49M
|
-$11.3K
|
-255
|
-0.3%
|
|
|
40
|
Retirement Guys Formula
Maumee,
Ohio
|
$4.32M
|
+$3.99M
|
+90,331
|
New
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$4.25M
|
+$280K
|
+6,345
|
+8%
|
|
|
42
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$4.01M
|
-$128K
|
-2,905
|
-3%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$3.99M
|
-$1.04M
|
-23,507
|
-22%
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$3.98M
|
-$1.41M
|
-31,864
|
-28%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.51M
|
-$2.18M
|
-49,322
|
-40%
|
|
|
46
|
State Street
Boston,
Massachusetts
|
$3.33M
|
-$44.1K
|
-1,000
|
-1%
|
|
|
47
|
Barclays
London,
United Kingdom
|
$3.31M
|
+$544K
|
+12,325
|
+22%
|
|
|
48
|
Concentrum Wealth Management
San Jose,
California
|
$3.15M
|
-$172K
|
-3,886
|
-6%
|
|
|
49
|
Lazard Asset Management
New York
|
$3.11M
|
+$2.87M
|
+65,081
|
New
|
|
|
50
|
MMBG Investment Advisors
Miami,
Florida
|
$2.97M
|
-$22.3K
|
-505
|
-0.8%
|
|
