|
26
|
Creative Planning
Overland Park,
Kansas
|
$808K
|
+$814K
|
+17,497
|
New
|
|
|
27
|
Bank of New York Mellon
New York
|
$714K
|
+$138K
|
+2,957
|
+24%
|
|
|
28
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$705K
|
–
|
–
|
–
|
|
|
29
|
CIBC World Market
Toronto,
Ontario, Canada
|
$703K
|
+$14.1K
|
+304
|
+2%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$692K
|
+$126K
|
+2,714
|
+22%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$686K
|
-$13.1K
|
-282
|
-2%
|
|
|
32
|
Lazard Asset Management
New York
|
$682K
|
+$33.3K
|
+715
|
+5%
|
|
|
33
|
Realta Investment Advisors
Wilmington,
Delaware
|
$560K
|
+$2.42K
|
+52
|
+0.4%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$522K
|
-$885K
|
-19,021
|
-63%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$509K
|
-$2.47K
|
-53
|
-0.5%
|
|
|
36
|
L & S Advisors
Los Angeles,
California
|
$479K
|
-$23K
|
-495
|
-5%
|
|
|
37
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$447K
|
+$22.3K
|
+480
|
+5%
|
|
|
38
|
Vontobel Holding
Zurich,
Switzerland
|
$416K
|
–
|
–
|
–
|
|
|
39
|
Clearstead Advisors
Cleveland,
Ohio
|
$415K
|
–
|
–
|
–
|
|
|
40
|
Csenge Advisory Group
Clearwater,
Florida
|
$396K
|
+$399K
|
+8,583
|
New
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$382K
|
+$385K
|
+8,269
|
New
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$371K
|
+$17.2K
|
+369
|
+5%
|
|
|
43
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$338K
|
-$17K
|
-365
|
-5%
|
|
|
44
|
Brighton Jones LLC
Seattle,
Washington
|
$307K
|
–
|
–
|
–
|
|
|
45
|
Neuberger Berman Group
New York
|
$299K
|
-$76K
|
-1,633
|
-20%
|
|
|
46
|
Viewpoint Capital Management
Seattle,
Washington
|
$277K
|
–
|
–
|
–
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$246K
|
+$90.3K
|
+1,940
|
+57%
|
|
|
48
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$215K
|
–
|
–
|
–
|
|
|
49
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$212K
|
–
|
–
|
–
|
|
|
50
|
Rockefeller Capital Management
New York
|
$208K
|
–
|
–
|
–
|
|
