|
26
|
Prudential Financial
Newark,
New Jersey
|
$1.94M
|
-$5.04M
|
-43,253
|
-71%
|
|
|
27
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.87M
|
+$280K
|
+2,400
|
+16%
|
|
|
28
|
Madison Asset Management
Madison,
Wisconsin
|
$1.85M
|
-$872K
|
-7,477
|
-31%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$1.64M
|
+$1.74M
|
+14,959
|
New
|
|
|
30
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1.59M
|
+$360K
|
+3,090
|
+27%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.28M
|
+$41.5K
|
+356
|
+3%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$1.02M
|
–
|
–
|
–
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$879K
|
-$145K
|
-1,246
|
-13%
|
|
|
34
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$756K
|
-$2.91K
|
-25
|
-0.4%
|
|
|
35
|
Magnolia Capital Management
Cold Spring,
New York
|
$743K
|
–
|
–
|
–
|
|
|
36
|
Advisornet Financial
Minnetonka,
Minnesota
|
$663K
|
-$830K
|
-7,117
|
-54%
|
|
|
37
|
Financial Advocates Investment Management
Olympia,
Washington
|
$615K
|
-$15K
|
-129
|
-2%
|
|
|
38
|
MMBG Investment Advisors
Miami,
Florida
|
$615K
|
–
|
–
|
–
|
|
|
39
|
Cahill Wealth Management
Portage,
Michigan
|
$584K
|
+$621K
|
+5,324
|
New
|
|
|
40
|
Cetera Advisor Networks
El Segundo,
California
|
$575K
|
+$28.8K
|
+247
|
+5%
|
|
|
41
|
Brown Advisory
Baltimore,
Maryland
|
$534K
|
–
|
–
|
–
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$532K
|
+$99.7K
|
+855
|
+21%
|
|
|
43
|
Vontobel Holding
Zurich,
Switzerland
|
$480K
|
+$22.1K
|
+190
|
+5%
|
|
|
44
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$397K
|
+$422K
|
+3,617
|
New
|
|
|
45
|
Addison Advisors
Middlebury,
Vermont
|
$368K
|
+$302K
|
+2,593
|
+341%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$354K
|
+$108K
|
+929
|
+40%
|
|
|
47
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$341K
|
-$35.9K
|
-308
|
-9%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$330K
|
+$12.7K
|
+109
|
+4%
|
|
|
49
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$267K
|
–
|
–
|
–
|
|
|
50
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$252K
|
-$68.8K
|
-590
|
-20%
|
|
