|
26
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$866K
|
+$853K
|
+19,057
|
New
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$783K
|
+$371K
|
+8,283
|
+93%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$768K
|
+$751K
|
+16,774
|
+15,112%
|
|
|
29
|
Keel Point
Huntsville,
Alabama
|
$630K
|
–
|
–
|
–
|
|
|
30
|
Ritholtz Wealth Management
New York
|
$564K
|
-$37K
|
-826
|
-6%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$522K
|
+$434K
|
+9,700
|
+545%
|
|
|
32
|
AQR Capital Management
Greenwich,
Connecticut
|
$464K
|
-$36K
|
-805
|
-7%
|
|
|
33
|
Legacy Bridge
West Des Moines,
Iowa
|
$444K
|
–
|
–
|
–
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$418K
|
+$45.2K
|
+1,011
|
+12%
|
|
|
35
|
Lido Advisors
Los Angeles,
California
|
$418K
|
–
|
–
|
–
|
|
|
36
|
|
$393K
|
+$2.95K
|
+66
|
+0.8%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$389K
|
+$90
|
+2
|
+0%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$347K
|
–
|
–
|
–
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$294K
|
–
|
–
|
–
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$286K
|
+$282K
|
+6,300
|
New
|
|
|
41
|
Next Capital Management
New York
|
$273K
|
–
|
–
|
–
|
|
|
42
|
Oppenheimer & Co
New York
|
$265K
|
+$261K
|
+5,822
|
New
|
|
|
43
|
Prossimo Advisors
San Luis Obispo,
California
|
$258K
|
–
|
–
|
–
|
|
|
44
|
MAI Capital Management
Independence,
Ohio
|
$227K
|
–
|
–
|
–
|
|
|
45
|
|
$154K
|
–
|
–
|
–
|
|
|
46
|
Evermay Wealth Management
Arlington,
Virginia
|
$154K
|
–
|
–
|
–
|
|
|
47
|
Private Trust Company
Cleveland,
Ohio
|
$130K
|
–
|
–
|
–
|
|
|
48
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$90.9K
|
–
|
–
|
–
|
|
|
49
|
Global Retirement Partners
San Rafael,
California
|
$75.3K
|
+$74.1K
|
+1,656
|
New
|
|
|
50
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$61.6K
|
+$15.9K
|
+355
|
+36%
|
|
