|
26
|
EFG Asset Management (Americas)
Miami,
Florida
|
$565K
|
+$5.03K
|
+93
|
+0.9%
|
|
|
27
|
|
$509K
|
+$93.7K
|
+1,733
|
+23%
|
|
|
28
|
Freedom Investment Management
Hartford,
Connecticut
|
$482K
|
-$145K
|
-2,677
|
-23%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$452K
|
+$72.4K
|
+1,340
|
+19%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$409K
|
-$681K
|
-12,605
|
-63%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$397K
|
+$289K
|
+5,341
|
+270%
|
|
|
32
|
Capital Insight Partners
Scottsdale,
Arizona
|
$378K
|
–
|
–
|
–
|
|
|
33
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$345K
|
-$24.3K
|
-450
|
-7%
|
|
|
34
|
Colony Group
Boston,
Massachusetts
|
$343K
|
+$23.5K
|
+435
|
+7%
|
|
|
35
|
KeyBank National Association
Cleveland,
Ohio
|
$326K
|
+$7.79K
|
+144
|
+2%
|
|
|
36
|
Laidlaw Wealth Management
New York City,
New York
|
$292K
|
-$41K
|
-759
|
-12%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$282K
|
+$281K
|
+5,198
|
New
|
|
|
38
|
L.J. Altfest & Co
New York
|
$243K
|
+$242K
|
+4,477
|
New
|
|
|
39
|
Liberty Wealth Management
Oakland,
California
|
$218K
|
-$285K
|
-5,266
|
Closed
|
|
|
40
|
Boltwood Capital Management
Walnut Creek,
California
|
$217K
|
–
|
–
|
–
|
|
|
41
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$214K
|
-$16.2K
|
-300
|
-7%
|
|
|
42
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$212K
|
+$211K
|
+3,905
|
New
|
|
|
43
|
|
$210K
|
+$3.57K
|
+66
|
+2%
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$178K
|
+$1.89K
|
+35
|
+1%
|
|
|
45
|
Global Retirement Partners
San Rafael,
California
|
$92K
|
–
|
–
|
–
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$71K
|
–
|
–
|
–
|
|
|
47
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$31K
|
+$31.1K
|
+576
|
New
|
|
|
48
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
–
|
–
|
–
|
|
|
49
|
Atwood & Palmer
Kansas City,
Missouri
|
$24K
|
–
|
–
|
–
|
|
|
50
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$23K
|
-$36.2K
|
-670
|
-61%
|
|
