|
26
|
UBS Group
Zurich,
Switzerland
|
$3.44M
|
+$76.2K
|
+870
|
+2%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25M
|
-$454K
|
-5,190
|
-12%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.18M
|
+$879K
|
+10,045
|
+38%
|
|
|
29
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.72M
|
–
|
–
|
–
|
|
|
30
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.7M
|
-$26.6K
|
-304
|
-1%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.31M
|
+$16.5K
|
+189
|
+0.7%
|
|
|
32
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.3M
|
-$18.8K
|
-215
|
-0.8%
|
|
|
33
|
Mariner
Overland Park,
Kansas
|
$2.16M
|
-$39K
|
-445
|
-2%
|
|
|
34
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.76M
|
+$2.36K
|
+27
|
+0.1%
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$1.72M
|
+$440K
|
+5,022
|
+34%
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.63M
|
-$117K
|
-1,332
|
-7%
|
|
|
37
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$1.6M
|
+$1.62M
|
+18,493
|
New
|
|
|
38
|
CX Institutional
Auburn,
Indiana
|
$1.41M
|
+$1.24M
|
+14,142
|
+670%
|
|
|
39
|
Spinnaker Trust
Portland,
Maine
|
$1.37M
|
–
|
–
|
–
|
|
|
40
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.3M
|
+$74.8K
|
+855
|
+6%
|
|
|
41
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$1.28M
|
-$35.9K
|
-410
|
-3%
|
|
|
42
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
$1.2M
|
+$1.21M
|
+13,804
|
New
|
|
|
43
|
One Capital Management
Westlake Village,
California
|
$1.14M
|
-$179K
|
-2,047
|
-13%
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
$1.14M
|
-$723K
|
-8,265
|
-39%
|
|
|
45
|
Asset Management Group
Stamford,
Connecticut
|
$1.12M
|
+$3.85K
|
+44
|
+0.3%
|
|
|
46
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.11M
|
+$1.13M
|
+12,856
|
New
|
|
|
47
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.06M
|
–
|
–
|
–
|
|
|
48
|
Institute for Wealth Management
Denver,
Colorado
|
$975K
|
-$2.54K
|
-29
|
-0.3%
|
|
|
49
|
HighTower Advisors
Chicago,
Illinois
|
$836K
|
+$49.5K
|
+566
|
+6%
|
|
|
50
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$812K
|
+$820K
|
+9,367
|
New
|
|
