|
26
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$771K
|
+$173K
|
+1,537
|
+33%
|
|
|
27
|
PGIM Custom Harvest
Newark,
New Jersey
|
$771K
|
-$55.7K
|
-495
|
-7%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$770K
|
–
|
–
|
–
|
|
|
29
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$634K
|
–
|
–
|
–
|
|
|
30
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$592K
|
-$1.24K
|
-11
|
-0.2%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$588K
|
+$2.37K
|
+21
|
+0.4%
|
|
|
32
|
Brown Advisory
Baltimore,
Maryland
|
$551K
|
–
|
–
|
–
|
|
|
33
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$439K
|
+$113
|
+1
|
+0%
|
|
|
34
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$433K
|
+$396K
|
+3,513
|
New
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$417K
|
+$7.88K
|
+70
|
+2%
|
|
|
36
|
MMBG Investment Advisors
Miami,
Florida
|
$394K
|
-$270K
|
-2,400
|
-43%
|
|
|
37
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$270K
|
+$206K
|
+1,830
|
+500%
|
|
|
38
|
9258 Wealth Management
Blue Ash,
Ohio
|
$259K
|
–
|
–
|
–
|
|
|
39
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$246K
|
–
|
–
|
–
|
|
|
40
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$244K
|
-$45K
|
-400
|
-17%
|
|
|
41
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$238K
|
-$96.8K
|
-860
|
-31%
|
|
|
42
|
Allie Family Office
Miami,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$221K
|
+$202K
|
+1,792
|
New
|
|
|
44
|
|
$218K
|
+$198K
|
+1,760
|
New
|
|
|
45
|
|
$196K
|
–
|
–
|
–
|
|
|
46
|
CoreCap Advisors
Southfield,
Michigan
|
$175K
|
–
|
–
|
–
|
|
|
47
|
William Blair & Company
Chicago,
Illinois
|
$155K
|
+$141K
|
+1,255
|
New
|
|
|
48
|
Balentine LLC
Atlanta,
Georgia
|
$106K
|
+$96.8K
|
+860
|
New
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.5K
|
-$25.3K
|
-225
|
-26%
|
|
|
50
|
Resources Management Corp
West Hartford,
Connecticut
|
$77K
|
–
|
–
|
–
|
|
