|
26
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$291K
|
–
|
–
|
–
|
|
|
27
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$277K
|
+$275K
|
+12,042
|
New
|
|
|
28
|
SBI Securities
Tokyo,
Japan
|
$269K
|
-$54.8K
|
-2,400
|
-17%
|
|
|
29
|
Regatta Capital Group
El Segundo,
California
|
$261K
|
–
|
–
|
–
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$226K
|
-$160
|
-7
|
-0.1%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$223K
|
+$3.35K
|
+147
|
+2%
|
|
|
32
|
Private Wealth Management Group
Princeton,
New Jersey
|
$163K
|
–
|
–
|
–
|
|
|
33
|
AE Wealth Management
Topeka,
Kansas
|
$92.5K
|
-$35.4K
|
-1,552
|
-28%
|
|
|
34
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$78.4K
|
–
|
–
|
–
|
|
|
35
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$65.6K
|
-$70.8K
|
-3,105
|
-52%
|
|
|
36
|
|
$58K
|
+$57.5K
|
+2,519
|
New
|
|
|
37
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$48.8K
|
-$570
|
-25
|
-1%
|
|
|
38
|
IFP Advisors
Tampa,
Florida
|
$23.2K
|
–
|
–
|
–
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$21.3K
|
–
|
–
|
–
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$17.6K
|
-$11.9K
|
-522
|
-41%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13K
|
+$12.6K
|
+552
|
New
|
|
|
42
|
Principal Securities
Des Moines,
Iowa
|
$12.3K
|
–
|
–
|
–
|
|
|
43
|
Comerica Bank
Dallas,
Texas
|
$10.3K
|
–
|
–
|
–
|
|
|
44
|
Barclays
London,
United Kingdom
|
$6.91K
|
–
|
–
|
–
|
|
|
45
|
Advisory Services Network
Atlanta,
Georgia
|
$6.91K
|
+$6.84K
|
+300
|
New
|
|
|
46
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.33K
|
–
|
–
|
–
|
|
|
47
|
Dunhill Financial
London,
United Kingdom
|
$5.06K
|
+$5.02K
|
+220
|
New
|
|
|
48
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$345
|
–
|
–
|
–
|
|
|
49
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
–
|
-$55.7K
|
-1,227,033
|
Closed
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$382K
|
-16,832
|
Closed
|
|
