|
26
|
Global Retirement Partners
San Rafael,
California
|
$606K
|
+$480K
|
+8,771
|
+516%
|
|
|
27
|
EFG Asset Management (Americas)
Miami,
Florida
|
$604K
|
–
|
–
|
–
|
|
|
28
|
|
$545K
|
–
|
–
|
–
|
|
|
29
|
Freedom Investment Management
Hartford,
Connecticut
|
$542K
|
+$25K
|
+456
|
+5%
|
|
|
30
|
L.J. Altfest & Co
New York
|
$416K
|
+$147K
|
+2,688
|
+60%
|
|
|
31
|
Colony Group
Boston,
Massachusetts
|
$406K
|
+$35.8K
|
+655
|
+10%
|
|
|
32
|
Capital Insight Partners
Scottsdale,
Arizona
|
$402K
|
-$2.46K
|
-45
|
-0.6%
|
|
|
33
|
KeyBank National Association
Cleveland,
Ohio
|
$386K
|
+$34.6K
|
+633
|
+11%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$381K
|
+$74.8K
|
+1,367
|
+26%
|
|
|
35
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$379K
|
–
|
–
|
–
|
|
|
36
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$361K
|
-$391K
|
-7,153
|
-53%
|
|
|
37
|
|
$265K
|
+$37.9K
|
+692
|
+18%
|
|
|
38
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$244K
|
+$16.2K
|
+296
|
+8%
|
|
|
39
|
Liberty Wealth Management
Oakland,
California
|
$233K
|
+$220K
|
+4,028
|
New
|
|
|
40
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$229K
|
+$216K
|
+3,948
|
New
|
|
|
41
|
Boltwood Capital Management
Walnut Creek,
California
|
$228K
|
-$4.1K
|
-75
|
-2%
|
|
|
42
|
American Portfolios Advisors
Holbrook,
New York
|
$208K
|
+$196K
|
+3,573
|
New
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$207K
|
-$217K
|
-3,972
|
-53%
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$189K
|
-$2.08K
|
-38
|
-1%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$180K
|
-$231K
|
-4,226
|
-58%
|
|
|
46
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$144K
|
-$1.66M
|
-30,414
|
-92%
|
|
|
47
|
Millburn Ridgefield Corp
New York
|
$120K
|
+$113K
|
+2,065
|
New
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$98K
|
+$92K
|
+1,682
|
New
|
|
|
49
|
Castleview Partners
Dallas,
Texas
|
$98K
|
+$92.8K
|
+1,696
|
New
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$76K
|
–
|
–
|
–
|
|
