|
26
|
Carret Asset Management
New York
|
$599K
|
+$64.6K
|
+1,392
|
+11%
|
|
|
27
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$586K
|
+$38.4K
|
+828
|
+6%
|
|
|
28
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$576K
|
–
|
–
|
–
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$554K
|
+$98.6K
|
+2,124
|
+19%
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$440K
|
-$117K
|
-2,523
|
-20%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$430K
|
-$1.53K
|
-33
|
-0.3%
|
|
|
32
|
Clearstead Advisors
Cleveland,
Ohio
|
$379K
|
–
|
–
|
–
|
|
|
33
|
Finley Financial
Las Vegas,
Nevada
|
$376K
|
-$15.8K
|
-340
|
-4%
|
|
|
34
|
Evoke Wealth
Los Angeles,
California
|
$374K
|
-$69.6K
|
-1,500
|
-14%
|
|
|
35
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$374K
|
+$62.2K
|
+1,340
|
+20%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$369K
|
+$59.7K
|
+1,286
|
+17%
|
|
|
37
|
Brighton Jones LLC
Seattle,
Washington
|
$369K
|
+$405K
|
+8,736
|
New
|
|
|
38
|
|
$367K
|
+$107K
|
+2,310
|
+36%
|
|
|
39
|
Artisan Partners
Milwaukee,
Wisconsin
|
$358K
|
–
|
–
|
–
|
|
|
40
|
KFA Private Wealth Group
Tysons,
Virginia
|
$351K
|
+$9.61K
|
+207
|
+3%
|
|
|
41
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$317K
|
–
|
–
|
–
|
|
|
42
|
|
$294K
|
+$125K
|
+2,703
|
+63%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$268K
|
+$10.5K
|
+226
|
+4%
|
|
|
44
|
Viewpoint Capital Management
Seattle,
Washington
|
$254K
|
–
|
–
|
–
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$226K
|
-$30.4K
|
-656
|
-11%
|
|
|
46
|
Summit Financial
Parsippany,
New Jersey
|
$222K
|
-$6.09M
|
-131,193
|
-96%
|
|
|
47
|
Rathbones Group
Liverpool,
United Kingdom
|
$216K
|
–
|
–
|
–
|
|
|
48
|
Equitable Holdings
New York
|
$206K
|
–
|
–
|
–
|
|
|
49
|
Activest Wealth Management
Aventure,
Florida
|
$203K
|
-$21.6K
|
-466
|
-9%
|
|
|
50
|
Close Asset Management
London,
United Kingdom
|
$193K
|
–
|
–
|
–
|
|
