|
26
|
Optimum Investment Advisors
Chicago,
Illinois
|
$5.64M
|
–
|
–
|
–
|
|
|
27
|
Cardan Capital Partners
Denver,
Colorado
|
$5.24M
|
-$27.8K
|
-560
|
-0.5%
|
|
|
28
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.04M
|
+$85.8K
|
+1,727
|
+2%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$3.86M
|
+$3.77M
|
+75,769
|
New
|
|
|
30
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.83M
|
-$160K
|
-3,221
|
-4%
|
|
|
31
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.48M
|
+$2.72M
|
+54,729
|
+405%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.47M
|
+$711K
|
+14,315
|
+27%
|
|
|
33
|
Mariner
Overland Park,
Kansas
|
$3.4M
|
+$436K
|
+8,777
|
+15%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.34M
|
+$27K
|
+544
|
+0.8%
|
|
|
35
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.18M
|
-$61.3K
|
-1,234
|
-2%
|
|
|
36
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.13M
|
-$27K
|
-543
|
-0.9%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.05M
|
+$148K
|
+2,977
|
+5%
|
|
|
38
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.88M
|
+$409K
|
+8,236
|
+17%
|
|
|
39
|
Rockefeller Capital Management
New York
|
$2.83M
|
-$831K
|
-16,722
|
-23%
|
|
|
40
|
|
$2.79M
|
–
|
–
|
–
|
|
|
41
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.74M
|
-$414K
|
-8,338
|
-13%
|
|
|
42
|
Old Mission Capital
Chicago,
Illinois
|
$2.67M
|
+$2.61M
|
+52,464
|
New
|
|
|
43
|
Oppenheimer & Co
New York
|
$2.56M
|
+$564K
|
+11,353
|
+29%
|
|
|
44
|
James Investment Research
Alpha,
Ohio
|
$2.21M
|
–
|
–
|
–
|
|
|
45
|
Allen Investment Management
New York
|
$2.12M
|
–
|
–
|
–
|
|
|
46
|
Lazard Asset Management
New York
|
$2.04M
|
–
|
–
|
–
|
|
|
47
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.99M
|
+$165K
|
+3,318
|
+9%
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$1.98M
|
+$610K
|
+12,281
|
+46%
|
|
|
49
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.9M
|
+$103K
|
+2,069
|
+6%
|
|
|
50
|
Cerity Partners OCIO
New York
|
$1.83M
|
+$696
|
+14
|
+0%
|
|
