|
26
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$1.96M
|
+$1.98M
|
+18,993
|
New
|
|
|
27
|
Fortress Wealth Management
Culver City,
California
|
$1.86M
|
-$2.65M
|
-25,491
|
-59%
|
|
|
28
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.82M
|
+$67.6K
|
+650
|
+4%
|
|
|
29
|
Prudential Financial
Newark,
New Jersey
|
$1.8M
|
-$39.1K
|
-376
|
-2%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$1.52M
|
-$15.6K
|
-150
|
-1%
|
|
|
31
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1.46M
|
-$27.6K
|
-265
|
-2%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.2M
|
–
|
–
|
–
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$1.02M
|
+$72.5K
|
+697
|
+8%
|
|
|
34
|
Evolution Wealth Advisors
Aventura,
Florida
|
$849K
|
+$858K
|
+8,250
|
New
|
|
|
35
|
Addison Advisors
Middlebury,
Vermont
|
$800K
|
+$460K
|
+4,421
|
+132%
|
|
|
36
|
Financial Advocates Investment Management
Olympia,
Washington
|
$782K
|
+$207K
|
+1,994
|
+36%
|
|
|
37
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$709K
|
–
|
–
|
–
|
|
|
38
|
Magnolia Capital Management
Cold Spring,
New York
|
$696K
|
–
|
–
|
–
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$583K
|
-$244K
|
-2,345
|
-29%
|
|
|
40
|
MMBG Investment Advisors
Miami,
Florida
|
$576K
|
–
|
–
|
–
|
|
|
41
|
CPWM LLC
Seattle,
Washington
|
$519K
|
+$288K
|
+2,767
|
+122%
|
|
|
42
|
Cetera Advisor Networks
El Segundo,
California
|
$507K
|
-$32.4K
|
-312
|
-6%
|
|
|
43
|
Brown Advisory
Baltimore,
Maryland
|
$500K
|
–
|
–
|
–
|
|
|
44
|
Vontobel Holding
Zurich,
Switzerland
|
$492K
|
+$43.3K
|
+416
|
+10%
|
|
|
45
|
Cahill Wealth Management
Portage,
Michigan
|
$421K
|
-$128K
|
-1,230
|
-23%
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
$378K
|
-$122K
|
-1,170
|
-24%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$323K
|
+$14.6K
|
+140
|
+5%
|
|
|
48
|
Leo Brokerage
Hurst,
Texas
|
$228K
|
+$230K
|
+2,213
|
New
|
|
|
49
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$226K
|
–
|
–
|
–
|
|
|
50
|
Rockefeller Capital Management
New York
|
$222K
|
+$46.5K
|
+447
|
+26%
|
|
