|
26
|
Hobart Private Capital
Charlotte,
North Carolina
|
$1.37M
|
+$1.35M
|
+25,064
|
New
|
|
|
27
|
Laidlaw Wealth Management
New York City,
New York
|
$1.31M
|
-$81.9K
|
-1,518
|
-6%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
+$197K
|
+3,652
|
+19%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.16M
|
+$86.9K
|
+1,611
|
+8%
|
|
|
30
|
Naples Global Advisors
Naples,
Florida
|
$1.14M
|
+$14.8K
|
+275
|
+1%
|
|
|
31
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.12M
|
+$21.9K
|
+406
|
+2%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$1.11M
|
+$1.06M
|
+19,665
|
+2,838%
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$937K
|
-$2.64K
|
-49
|
-0.3%
|
|
|
34
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$864K
|
+$23K
|
+427
|
+3%
|
|
|
35
|
Avantax Advisory Services
Dallas,
Texas
|
$827K
|
+$819K
|
+15,188
|
New
|
|
|
36
|
Saxon Interests
Houston,
Texas
|
$709K
|
-$471K
|
-8,727
|
-40%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$682K
|
–
|
–
|
–
|
|
|
38
|
EFG Asset Management (Americas)
Miami,
Florida
|
$577K
|
–
|
–
|
–
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$555K
|
-$182K
|
-3,365
|
-25%
|
|
|
40
|
Freedom Investment Management
Hartford,
Connecticut
|
$545K
|
-$15.8K
|
-293
|
-3%
|
|
|
41
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$501K
|
+$4.96K
|
+92
|
+1%
|
|
|
42
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$483K
|
-$1.03M
|
-19,065
|
-68%
|
|
|
43
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$478K
|
+$474K
|
+8,781
|
New
|
|
|
44
|
L.J. Altfest & Co
New York
|
$424K
|
-$155K
|
-2,871
|
-27%
|
|
|
45
|
Pathstone Family Office
Englewood,
New Jersey
|
$416K
|
-$176K
|
-3,266
|
-30%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$402K
|
-$5.18K
|
-96
|
-1%
|
|
|
47
|
IHT Wealth Management
Chicago,
Illinois
|
$389K
|
–
|
–
|
–
|
|
|
48
|
KeyBank National Association
Cleveland,
Ohio
|
$384K
|
+$26.6K
|
+494
|
+8%
|
|
|
49
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$355K
|
–
|
–
|
–
|
|
|
50
|
Colony Group
Boston,
Massachusetts
|
$354K
|
–
|
–
|
–
|
|
