|
26
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$2.76M
|
–
|
–
|
–
|
|
|
27
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.73M
|
+$19.5K
|
+147
|
+0.7%
|
|
|
28
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.61M
|
-$99K
|
-747
|
-4%
|
|
|
29
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.29M
|
-$2.18M
|
-16,454
|
-49%
|
|
|
30
|
Equitable Holdings
New York
|
$2.27M
|
+$629K
|
+4,744
|
+39%
|
|
|
31
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.26M
|
–
|
–
|
–
|
|
|
32
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.21M
|
+$147K
|
+1,111
|
+7%
|
|
|
33
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.11M
|
+$2.08M
|
+15,665
|
New
|
|
|
34
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.03M
|
+$410K
|
+3,094
|
+26%
|
|
|
35
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.92M
|
+$449K
|
+3,388
|
+31%
|
|
|
36
|
Magnolia Capital Management
Cold Spring,
New York
|
$1.51M
|
–
|
–
|
–
|
|
|
37
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1.37M
|
+$194K
|
+1,462
|
+17%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$1.34M
|
+$17.8K
|
+134
|
+1%
|
|
|
39
|
Bel Air Investment Advisors
Los Angeles,
California
|
$1.27M
|
–
|
–
|
–
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.24M
|
-$117K
|
-881
|
-9%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.16M
|
+$18.3K
|
+138
|
+2%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.09M
|
-$20.7K
|
-156
|
-2%
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.06M
|
+$91.6K
|
+691
|
+10%
|
|
|
44
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$930K
|
+$8.35K
|
+63
|
+0.9%
|
|
|
45
|
Kore Private Wealth
New York
|
$904K
|
–
|
–
|
–
|
|
|
46
|
Financial Advocates Investment Management
Olympia,
Washington
|
$803K
|
+$5.04K
|
+38
|
+0.6%
|
|
|
47
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$731K
|
+$2.65K
|
+20
|
+0.4%
|
|
|
48
|
Credit Suisse
Zurich,
Switzerland
|
$694K
|
+$187K
|
+1,415
|
+38%
|
|
|
49
|
Brown Advisory
Baltimore,
Maryland
|
$654K
|
–
|
–
|
–
|
|
|
50
|
Northeast Financial Consultants
Westport,
Connecticut
|
$550K
|
-$3.05K
|
-23
|
-0.6%
|
|
