|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$625K
|
+$280K
|
+6,145
|
+80%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$592K
|
+$260K
|
+5,715
|
+77%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$590K
|
+$66.4K
|
+1,458
|
+13%
|
|
|
29
|
Trek Financial
Scottsdale,
Arizona
|
$578K
|
+$582K
|
+12,788
|
New
|
|
|
30
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$533K
|
-$67.8K
|
-1,489
|
-11%
|
|
|
31
|
Realta Investment Advisors
Wilmington,
Delaware
|
$511K
|
–
|
–
|
–
|
|
|
32
|
Brighton Jones LLC
Seattle,
Washington
|
$504K
|
+$205K
|
+4,500
|
+68%
|
|
|
33
|
Rathbones Group
Liverpool,
United Kingdom
|
$444K
|
+$447K
|
+9,830
|
New
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$419K
|
-$139K
|
-3,064
|
-25%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$411K
|
-$70.3K
|
-1,545
|
-15%
|
|
|
36
|
Clearstead Advisors
Cleveland,
Ohio
|
$406K
|
–
|
–
|
–
|
|
|
37
|
Evoke Wealth
Los Angeles,
California
|
$401K
|
–
|
–
|
–
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$397K
|
+$388K
|
+8,531
|
New
|
|
|
39
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$339K
|
–
|
–
|
–
|
|
|
40
|
Avantax Advisory Services
Dallas,
Texas
|
$328K
|
+$330K
|
+7,254
|
New
|
|
|
41
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$309K
|
-$20.8K
|
-458
|
-6%
|
|
|
42
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$287K
|
-$214K
|
-4,696
|
-43%
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$279K
|
+$133K
|
+2,926
|
+90%
|
|
|
44
|
Viewpoint Capital Management
Seattle,
Washington
|
$271K
|
–
|
–
|
–
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$262K
|
-$100K
|
-2,207
|
-28%
|
|
|
46
|
Artisan Partners
Milwaukee,
Wisconsin
|
$261K
|
-$829K
|
-18,217
|
-76%
|
|
|
47
|
Pathstone Family Office
Englewood,
New Jersey
|
$249K
|
+$250K
|
+5,500
|
New
|
|
|
48
|
Pursue Wealth Partners
Clayton,
California
|
$226K
|
+$228K
|
+5,000
|
New
|
|
|
49
|
Millennium Management
New York
|
$222K
|
+$224K
|
+4,919
|
New
|
|
|
50
|
Brookstone Capital Management
Wheaton,
Illinois
|
$220K
|
+$221K
|
+4,856
|
New
|
|
