|
26
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.77M
|
-$91.3K
|
-3,388
|
-5%
|
|
|
27
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.73M
|
+$24.8K
|
+922
|
+2%
|
|
|
28
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.7M
|
-$204K
|
-7,571
|
-11%
|
|
|
29
|
State Street
Boston,
Massachusetts
|
$1.66M
|
+$816K
|
+30,300
|
+109%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$86.8K
|
+3,221
|
+7%
|
|
|
31
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.48M
|
+$505K
|
+18,741
|
+57%
|
|
|
32
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.01M
|
+$951K
|
+35,306
|
New
|
|
|
33
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$935K
|
+$34.4K
|
+1,278
|
+4%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$933K
|
-$651K
|
-24,182
|
-43%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$870K
|
+$259K
|
+9,601
|
+46%
|
|
|
36
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$840K
|
+$30.8K
|
+1,144
|
+4%
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$683K
|
-$1.56K
|
-58
|
-0.2%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$656K
|
-$119K
|
-4,408
|
-16%
|
|
|
39
|
Hancock Whitney
Gulfport,
Mississippi
|
$601K
|
-$404K
|
-15,006
|
-42%
|
|
|
40
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$598K
|
-$18.3K
|
-679
|
-3%
|
|
|
41
|
Allianz Asset Management
Munich,
Germany
|
$573K
|
+$539K
|
+20,000
|
New
|
|
|
42
|
Citizens Financial Group
Providence,
Rhode Island
|
$572K
|
–
|
–
|
–
|
|
|
43
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$555K
|
–
|
–
|
–
|
|
|
44
|
|
$532K
|
+$11.8K
|
+438
|
+2%
|
|
|
45
|
Financial & Tax Architects
St Louis,
Missouri
|
$525K
|
+$34.9K
|
+1,295
|
+8%
|
|
|
46
|
LPL Financial
San Diego,
California
|
$496K
|
-$31.4K
|
-1,167
|
-6%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$495K
|
+$9.27K
|
+344
|
+2%
|
|
|
48
|
Geneos Wealth Management
Englewood,
Colorado
|
$405K
|
+$12.4K
|
+462
|
+3%
|
|
|
49
|
Claro Advisors
Boston,
Massachusetts
|
$391K
|
+$1.24K
|
+46
|
+0.3%
|
|
|
50
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$385K
|
-$58.2K
|
-2,160
|
-14%
|
|
