|
26
|
Wells Fargo
San Francisco,
California
|
$3.06M
|
-$197K
|
-6,738
|
-6%
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$2.86M
|
+$2.57M
|
+87,687
|
+921%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$2.79M
|
+$240K
|
+8,195
|
+9%
|
|
|
29
|
Managed Account Services
Coconut Grove,
Florida
|
$2.79M
|
-$10.4K
|
-357
|
-0.4%
|
|
|
30
|
Resource Planning Group
Atlanta,
Georgia
|
$2.7M
|
-$39K
|
-1,332
|
-1%
|
|
|
31
|
WP Advisors
San Francisco,
California
|
$2.54M
|
-$469K
|
-16,022
|
-16%
|
|
|
32
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.51M
|
+$46.1K
|
+1,574
|
+2%
|
|
|
33
|
TownSquare Capital
Provo,
Utah
|
$2.48M
|
+$594K
|
+20,306
|
+34%
|
|
|
34
|
Comerica Bank
Dallas,
Texas
|
$2.44M
|
-$131K
|
-4,460
|
-5%
|
|
|
35
|
Bank of New York Mellon
New York
|
$2.42M
|
-$223K
|
-7,617
|
-8%
|
|
|
36
|
|
$2.39M
|
+$49.4K
|
+1,686
|
+2%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$2.32M
|
+$868K
|
+29,644
|
+60%
|
|
|
38
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.23M
|
+$853K
|
+29,131
|
+62%
|
|
|
39
|
Efficient Advisors
Mason,
Ohio
|
$2.2M
|
-$211K
|
-7,201
|
-9%
|
|
|
40
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.18M
|
-$289K
|
-9,857
|
-12%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
+$71.4K
|
+2,441
|
+4%
|
|
|
42
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.81M
|
+$47.2K
|
+1,612
|
+3%
|
|
|
43
|
Private Ocean
San Rafael,
California
|
$1.75M
|
–
|
–
|
–
|
|
|
44
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.7M
|
+$494K
|
+16,883
|
+33%
|
|
|
45
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.58M
|
-$764K
|
-26,105
|
-33%
|
|
|
46
|
Alesco Advisors
Pittsford,
New York
|
$1.57M
|
-$228K
|
-7,773
|
-13%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.48M
|
+$878
|
+30
|
+0.1%
|
|
|
48
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.45M
|
+$35.1K
|
+1,200
|
+3%
|
|
|
49
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.29M
|
-$71.3K
|
-2,435
|
-5%
|
|
|
50
|
Cerity Partners OCIO
New York
|
$1.23M
|
+$129K
|
+4,400
|
+12%
|
|
