|
26
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$2.9M
|
-$31.1K
|
-781
|
-1%
|
|
|
27
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$2.82M
|
+$2.79M
|
+70,114
|
New
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$2.49M
|
+$2M
|
+50,367
|
+434%
|
|
|
29
|
Money Design
Tokyo,
Japan
|
$2.3M
|
+$144K
|
+3,622
|
+7%
|
|
|
30
|
Clearview Wealth Advisors
Salem,
Oregon
|
$2.28M
|
+$2.26M
|
+56,753
|
New
|
|
|
31
|
AE Wealth Management
Topeka,
Kansas
|
$1.95M
|
+$234K
|
+5,886
|
+14%
|
|
|
32
|
Perella Weinberg Partners Capital Management
New York
|
$1.81M
|
+$987K
|
+24,801
|
+122%
|
|
|
33
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.77M
|
+$52.5K
|
+1,320
|
+3%
|
|
|
34
|
Prudential Financial
Newark,
New Jersey
|
$1.7M
|
+$74.6K
|
+1,875
|
+5%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.61M
|
-$445K
|
-11,181
|
-22%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$1.54M
|
-$58.6K
|
-1,473
|
-4%
|
|
|
37
|
HSBC Holdings
London,
United Kingdom
|
$1.46M
|
+$1.45M
|
+36,325
|
New
|
|
|
38
|
ProVise Management Group
Clearwater,
Florida
|
$1.37M
|
+$1.36M
|
+34,158
|
New
|
|
|
39
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.29M
|
-$28.9K
|
-725
|
-2%
|
|
|
40
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$1.08M
|
-$11.9K
|
-299
|
-1%
|
|
|
41
|
AlphaQ Advisors
Winter Park,
Florida
|
$984K
|
+$974K
|
+24,478
|
New
|
|
|
42
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$955K
|
+$263K
|
+6,621
|
+39%
|
|
|
43
|
Congress Wealth Management
Boston,
Massachusetts
|
$937K
|
-$19.5K
|
-489
|
-2%
|
|
|
44
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$934K
|
+$925K
|
+23,234
|
New
|
|
|
45
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$880K
|
-$565K
|
-14,203
|
-39%
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
$863K
|
+$854K
|
+21,464
|
New
|
|
|
47
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$814K
|
+$805K
|
+20,237
|
New
|
|
|
48
|
Franklin Resources
San Mateo,
California
|
$813K
|
+$4.38K
|
+110
|
+0.5%
|
|
|
49
|
Vista Capital Partners
Portland,
Oregon
|
$780K
|
+$6.41K
|
+161
|
+0.8%
|
|
|
50
|
One Plus One Wealth Management
Jupiter,
Florida
|
$774K
|
+$766K
|
+19,246
|
New
|
|
