|
26
|
Bank of New York Mellon
New York
|
$8.55M
|
-$1.19M
|
-16,972
|
-12%
|
|
|
27
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.33M
|
+$526K
|
+7,475
|
+7%
|
|
|
28
|
Osborne Partners Capital Management
San Francisco,
California
|
$7.95M
|
+$173K
|
+2,463
|
+2%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$7.83M
|
+$4.34M
|
+61,730
|
+121%
|
|
|
30
|
McMorgan & Co
San Francisco,
California
|
$7.54M
|
+$87.2K
|
+1,240
|
+1%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.35M
|
+$3.06M
|
+43,527
|
+70%
|
|
|
32
|
WealthSource Partners
San Luis Obispo,
California
|
$6.71M
|
+$452K
|
+6,426
|
+7%
|
|
|
33
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$6.6M
|
+$6.48M
|
+92,118
|
New
|
|
|
34
|
Aire Advisors
Beverly Hills,
California
|
$6.44M
|
+$576K
|
+8,189
|
+10%
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$6.39M
|
+$117K
|
+1,664
|
+2%
|
|
|
36
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.14M
|
+$4.39M
|
+62,354
|
+239%
|
|
|
37
|
Cetera Advisor Networks
El Segundo,
California
|
$5.53M
|
+$4.04M
|
+57,480
|
+260%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$5.45M
|
+$2.57M
|
+36,595
|
+87%
|
|
|
39
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.3M
|
+$88.8K
|
+1,262
|
+2%
|
|
|
40
|
JB Capital
Wethersfield,
Connecticut
|
$5.23M
|
-$30.7K
|
-437
|
-0.6%
|
|
|
41
|
AE Wealth Management
Topeka,
Kansas
|
$5.16M
|
-$492K
|
-6,998
|
-9%
|
|
|
42
|
Oppenheimer Asset Management
New York
|
$4.94M
|
-$5.49M
|
-77,964
|
-52%
|
|
|
43
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$4.64M
|
+$4.7M
|
+66,790
|
New
|
|
|
44
|
Equitable Holdings
New York
|
$4.53M
|
+$291K
|
+4,140
|
+7%
|
|
|
45
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.18M
|
-$230K
|
-3,276
|
-5%
|
|
|
46
|
Gries Financial
Cleveland,
Ohio
|
$3.66M
|
+$209K
|
+2,964
|
+6%
|
|
|
47
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$3.66M
|
+$113K
|
+1,602
|
+3%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.48M
|
-$7.06M
|
-100,359
|
-67%
|
|
|
49
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$3.47M
|
+$45K
|
+640
|
+1%
|
|
|
50
|
360 Financial
Wayzata,
Minnesota
|
$3.45M
|
–
|
–
|
–
|
|
