|
26
|
Circle Wealth Management
Summit,
New Jersey
|
$1.2M
|
+$191K
|
+3,699
|
+19%
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$1.14M
|
+$92.8K
|
+1,792
|
+9%
|
|
|
28
|
Forum Finance Group
Geneva,
|
$825K
|
+$583K
|
+11,265
|
+131%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$776K
|
-$14.3K
|
-276
|
-2%
|
|
|
30
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$766K
|
+$232K
|
+4,482
|
+43%
|
|
|
31
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$635K
|
–
|
–
|
–
|
|
|
32
|
Scotia Capital
Toronto,
Ontario, Canada
|
$629K
|
+$88.6K
|
+1,712
|
+16%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$597K
|
+$4.76K
|
+92
|
+0.8%
|
|
|
34
|
Franklin Resources
San Mateo,
California
|
$505K
|
-$24.9K
|
-481
|
-5%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$473K
|
–
|
–
|
–
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$433K
|
+$435K
|
+8,410
|
New
|
|
|
37
|
Northern Trust
Chicago,
Illinois
|
$404K
|
–
|
–
|
–
|
|
|
38
|
Jacobs Equity
Draper,
Utah
|
$382K
|
-$113K
|
-2,191
|
-23%
|
|
|
39
|
|
$313K
|
–
|
–
|
–
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$293K
|
-$14.1K
|
-272
|
-5%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$247K
|
+$244K
|
+4,714
|
New
|
|
|
42
|
Rockefeller Capital Management
New York
|
$246K
|
+$101K
|
+1,945
|
+69%
|
|
|
43
|
Values Added Financial
Washington,
District of Columbia
|
$240K
|
–
|
–
|
–
|
|
|
44
|
Quantinno Capital Management
New York
|
$235K
|
-$7.14K
|
-138
|
-3%
|
|
|
45
|
Global Retirement Partners
San Rafael,
California
|
$234K
|
+$236K
|
+4,554
|
New
|
|
|
46
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$215K
|
-$4.4K
|
-85
|
-2%
|
|
|
47
|
Sierra Capital
Miami,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
48
|
Boltwood Capital Management
Walnut Creek,
California
|
$208K
|
+$210K
|
+4,050
|
New
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
$180K
|
-$5.54K
|
-107
|
-3%
|
|
|
50
|
|
$170K
|
+$880
|
+17
|
+0.5%
|
|
