|
26
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.21M
|
+$169K
|
+1,333
|
+8%
|
|
|
27
|
Equitable Holdings
New York
|
$1.97M
|
-$129K
|
-1,015
|
-6%
|
|
|
28
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.84M
|
-$28.5K
|
-224
|
-1%
|
|
|
29
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.82M
|
+$46.3K
|
+364
|
+3%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$1.69M
|
-$1.96M
|
-15,417
|
-53%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
-$5.23M
|
-41,156
|
-78%
|
|
|
32
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1.43M
|
+$175K
|
+1,375
|
+14%
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$1.42M
|
+$1.15M
|
+9,044
|
+372%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$1.29M
|
+$50.6K
|
+398
|
+4%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.15M
|
–
|
–
|
–
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.09M
|
+$26.2K
|
+206
|
+2%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$896K
|
-$80.2K
|
-631
|
-8%
|
|
|
38
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$857K
|
–
|
–
|
–
|
|
|
39
|
Magnolia Capital Management
Cold Spring,
New York
|
$839K
|
-$571K
|
-4,495
|
-40%
|
|
|
40
|
Financial Advocates Investment Management
Olympia,
Washington
|
$802K
|
+$62.4K
|
+491
|
+8%
|
|
|
41
|
Brown Advisory
Baltimore,
Maryland
|
$603K
|
–
|
–
|
–
|
|
|
42
|
Northeast Financial Consultants
Westport,
Connecticut
|
$508K
|
–
|
–
|
–
|
|
|
43
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$503K
|
+$515K
|
+4,052
|
New
|
|
|
44
|
Vontobel Holding
Zurich,
Switzerland
|
$460K
|
+$472K
|
+3,711
|
New
|
|
|
45
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$434K
|
–
|
–
|
–
|
|
|
46
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$422K
|
-$22.9K
|
-180
|
-5%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$389K
|
+$399K
|
+3,139
|
New
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$388K
|
+$53.8K
|
+423
|
+16%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$384K
|
+$45.1K
|
+355
|
+13%
|
|
|
50
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$358K
|
–
|
–
|
–
|
|
