|
26
|
Citadel Advisors
Miami,
Florida
|
$4.25M
|
+$1.11M
|
+36,078
|
+37%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$3.89M
|
+$549K
|
+17,806
|
+17%
|
|
|
28
|
Keel Point
Huntsville,
Alabama
|
$3.65M
|
-$74.4K
|
-2,411
|
-2%
|
|
|
29
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.36M
|
–
|
–
|
–
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$3.2M
|
+$170K
|
+5,525
|
+6%
|
|
|
31
|
Managed Account Services
Coconut Grove,
Florida
|
$2.8M
|
-$161K
|
-5,225
|
-6%
|
|
|
32
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.73M
|
+$302K
|
+9,775
|
+13%
|
|
|
33
|
Resource Planning Group
Atlanta,
Georgia
|
$2.7M
|
-$217K
|
-7,033
|
-8%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.69M
|
+$637K
|
+20,637
|
+32%
|
|
|
35
|
WP Advisors
San Francisco,
California
|
$2.67M
|
-$76.5K
|
-2,480
|
-3%
|
|
|
36
|
|
$2.63M
|
+$30K
|
+973
|
+1%
|
|
|
37
|
TownSquare Capital
Provo,
Utah
|
$2.49M
|
-$43.8K
|
-1,421
|
-2%
|
|
|
38
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$2.21M
|
-$157K
|
-5,093
|
-7%
|
|
|
39
|
Efficient Advisors
Mason,
Ohio
|
$2.16M
|
-$216K
|
-7,006
|
-9%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$2.1M
|
-$404K
|
-13,088
|
-17%
|
|
|
41
|
Comerica Bank
Dallas,
Texas
|
$2M
|
-$461K
|
-14,935
|
-19%
|
|
|
42
|
Bank of New York Mellon
New York
|
$1.98M
|
-$623K
|
-20,188
|
-24%
|
|
|
43
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.9M
|
-$263K
|
-8,539
|
-13%
|
|
|
44
|
Private Ocean
San Rafael,
California
|
$1.89M
|
–
|
–
|
–
|
|
|
45
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.84M
|
+$1.79M
|
+57,891
|
New
|
|
|
46
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.7M
|
-$16.4K
|
-531
|
-1%
|
|
|
47
|
Alesco Advisors
Pittsford,
New York
|
$1.69M
|
-$14.9K
|
-482
|
-0.9%
|
|
|
48
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.64M
|
-$311K
|
-10,069
|
-16%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.64M
|
+$36.4K
|
+1,180
|
+2%
|
|
|
50
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.57M
|
+$2.13K
|
+69
|
+0.1%
|
|
