|
26
|
The Family Firm
Bethesda,
Maryland
|
$2.99M
|
+$173K
|
+3,158
|
+6%
|
|
|
27
|
Stelac Advisory Services
New York
|
$2.97M
|
–
|
–
|
–
|
|
|
28
|
Providence First Trust
Scottsdale,
Arizona
|
$2.86M
|
-$14.7K
|
-268
|
-0.5%
|
|
|
29
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.86M
|
–
|
–
|
–
|
|
|
30
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.81M
|
+$2.95M
|
+54,024
|
New
|
|
|
31
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.68M
|
–
|
–
|
–
|
|
|
32
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.57M
|
+$2.66M
|
+48,700
|
New
|
|
|
33
|
Park Avenue Securities
New York
|
$2.39M
|
+$1.12M
|
+20,534
|
+81%
|
|
|
34
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$2.38M
|
-$115K
|
-2,106
|
-4%
|
|
|
35
|
Institute for Wealth Management
Denver,
Colorado
|
$2.34M
|
-$19.1K
|
-349
|
-0.8%
|
|
|
36
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$2.29M
|
+$2.4M
|
+43,933
|
New
|
|
|
37
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$2.2M
|
+$31.7K
|
+579
|
+1%
|
|
|
38
|
SMI Advisory Services
Columbus,
Indiana
|
$2.06M
|
+$258K
|
+4,718
|
+13%
|
|
|
39
|
Nvest Financial
Portsmouth,
New Hampshire
|
$2.06M
|
-$358K
|
-6,556
|
-14%
|
|
|
40
|
Wealth Alliance
Mellville,
New York
|
$2.05M
|
-$809K
|
-14,791
|
-27%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$1.93M
|
-$3.99K
|
-73
|
-0.2%
|
|
|
42
|
Kickstand Ventures
Pittsford,
New York
|
$1.84M
|
-$180K
|
-3,295
|
-9%
|
|
|
43
|
Cypress Wealth Services
Palm Desert,
California
|
$1.81M
|
-$52.2K
|
-955
|
-3%
|
|
|
44
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.81M
|
+$185K
|
+3,376
|
+11%
|
|
|
45
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.72M
|
-$62.5K
|
-1,143
|
-3%
|
|
|
46
|
|
$1.68M
|
-$66.9K
|
-1,224
|
-4%
|
|
|
47
|
Renaissance Technologies
New York
|
$1.56M
|
-$596K
|
-10,900
|
-27%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$1.51M
|
+$97.9K
|
+1,790
|
+7%
|
|
|
49
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.46M
|
+$11.3K
|
+206
|
+0.7%
|
|
|
50
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.45M
|
-$79.8K
|
-1,459
|
-5%
|
|
