|
26
|
Tacita Capital
Toronto,
Ontario, Canada
|
$602K
|
+$580K
|
+12,068
|
New
|
|
|
27
|
EFG Asset Management (Americas)
Miami,
Florida
|
$512K
|
+$4.42K
|
+92
|
+0.9%
|
|
|
28
|
Bailard
Foster City,
California
|
$347K
|
–
|
–
|
–
|
|
|
29
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$344K
|
+$330K
|
+6,860
|
New
|
|
|
30
|
Capital Insight Partners
Scottsdale,
Arizona
|
$301K
|
–
|
–
|
–
|
|
|
31
|
Colony Group
Boston,
Massachusetts
|
$294K
|
+$283K
|
+5,895
|
New
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$261K
|
-$230K
|
-4,790
|
-48%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$249K
|
+$240K
|
+5,000
|
New
|
|
|
34
|
Boltwood Capital Management
Walnut Creek,
California
|
$214K
|
-$62.1K
|
-1,292
|
-23%
|
|
|
35
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$207K
|
+$199K
|
+4,150
|
New
|
|
|
36
|
Liberty Wealth Management
Oakland,
California
|
$199K
|
–
|
–
|
–
|
|
|
37
|
|
$172K
|
+$9.09K
|
+189
|
+6%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$167K
|
-$155K
|
-3,234
|
-49%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$161K
|
-$9.95K
|
-207
|
-6%
|
|
|
40
|
|
$120K
|
+$115K
|
+2,400
|
New
|
|
|
41
|
Matrix Private Capital Group
New York
|
$102K
|
+$98.1K
|
+2,040
|
New
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$87K
|
+$67.6K
|
+1,406
|
+408%
|
|
|
43
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$54K
|
+$52.3K
|
+1,088
|
New
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39K
|
+$33.5K
|
+696
|
+765%
|
|
|
45
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$34K
|
–
|
–
|
–
|
|
|
46
|
Creative Financial Designs
Kokomo,
Indiana
|
$30K
|
–
|
–
|
–
|
|
|
47
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
48
|
Geneos Wealth Management
Englewood,
Colorado
|
$25K
|
-$5.09K
|
-106
|
-11%
|
|
|
49
|
|
$22K
|
–
|
–
|
–
|
|
|
50
|
Column Capital Advisors
Indianapolis,
Indiana
|
$18K
|
-$51.7K
|
-1,076
|
-75%
|
|
