|
26
|
|
$5.99M
|
-$259K
|
-3,493
|
-4%
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$5.43M
|
+$347K
|
+4,683
|
+7%
|
|
|
28
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.29M
|
+$2.14M
|
+28,926
|
+72%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$4.55M
|
-$556K
|
-7,500
|
-11%
|
|
|
30
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$4.54M
|
-$74.1K
|
-1,000
|
-2%
|
|
|
31
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$4.19M
|
+$106K
|
+1,433
|
+3%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$3.78M
|
+$86.1K
|
+1,162
|
+2%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$3.66M
|
+$497K
|
+6,703
|
+16%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.6M
|
-$206K
|
-2,784
|
-6%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.36M
|
-$2.67M
|
-36,026
|
-45%
|
|
|
36
|
Summit Financial
Parsippany,
New Jersey
|
$3.29M
|
-$582K
|
-7,859
|
-15%
|
|
|
37
|
Lynch & Associates
Newburgh,
Indiana
|
$3.21M
|
+$345K
|
+4,655
|
+12%
|
|
|
38
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.98M
|
+$48.4K
|
+653
|
+2%
|
|
|
39
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.83M
|
-$70.2K
|
-947
|
-2%
|
|
|
40
|
EP Wealth Advisors
Torrance,
California
|
$2.8M
|
+$720K
|
+9,713
|
+36%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.77M
|
+$113K
|
+1,519
|
+4%
|
|
|
42
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.61M
|
+$275K
|
+3,716
|
+12%
|
|
|
43
|
Maxele Advisors
Webster Groves,
Missouri
|
$2.41M
|
+$2.33M
|
+31,463
|
New
|
|
|
44
|
Raymond James Financial
St Petersburg,
Florida
|
$2.39M
|
-$7.71K
|
-104
|
-0.3%
|
|
|
45
|
Jacobs Equity
Draper,
Utah
|
$2.37M
|
+$218K
|
+2,948
|
+11%
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$2.35M
|
+$433K
|
+5,849
|
+24%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.32M
|
+$1.36M
|
+18,414
|
+155%
|
|
|
48
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$2.31M
|
+$81.3K
|
+1,097
|
+4%
|
|
|
49
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$2.29M
|
-$28.8K
|
-388
|
-1%
|
|
|
50
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.24M
|
+$247K
|
+3,332
|
+13%
|
|
