|
26
|
International Assets Investment Management
Orlando,
Florida
|
$1.97M
|
+$255K
|
+5,702
|
+15%
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$1.76M
|
+$123K
|
+2,749
|
+8%
|
|
|
28
|
|
$1.53M
|
+$807
|
+18
|
+0.1%
|
|
|
29
|
Rockefeller Capital Management
New York
|
$1.49M
|
+$60.3K
|
+1,346
|
+4%
|
|
|
30
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.46M
|
+$35.2K
|
+786
|
+3%
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.41M
|
+$354K
|
+7,907
|
+36%
|
|
|
32
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.4M
|
–
|
–
|
–
|
|
|
33
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.35M
|
+$1.27M
|
+28,419
|
New
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$1.29M
|
-$1.28M
|
-28,618
|
-51%
|
|
|
35
|
Atria Investments
Charlotte,
North Carolina
|
$1.15M
|
-$38.6K
|
-862
|
-3%
|
|
|
36
|
Chilton Capital Management
Houston,
Texas
|
$1.05M
|
–
|
–
|
–
|
|
|
37
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$932K
|
–
|
–
|
–
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$570K
|
-$234K
|
-5,227
|
-30%
|
|
|
39
|
Oppenheimer & Co
New York
|
$555K
|
-$4.53K
|
-101
|
-0.9%
|
|
|
40
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$435K
|
–
|
–
|
–
|
|
|
41
|
Transcend Capital Advisors
Madison,
New Jersey
|
$424K
|
+$401K
|
+8,955
|
New
|
|
|
42
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$398K
|
–
|
–
|
–
|
|
|
43
|
Raymond James Trust
St. Petersburg,
Florida
|
$389K
|
+$40.1K
|
+894
|
+12%
|
|
|
44
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$388K
|
+$64.4K
|
+1,438
|
+21%
|
|
|
45
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$342K
|
–
|
–
|
–
|
|
|
46
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$332K
|
+$44.8K
|
+1,000
|
+17%
|
|
|
47
|
IHT Wealth Management
Chicago,
Illinois
|
$323K
|
+$10.1K
|
+226
|
+3%
|
|
|
48
|
EP Wealth Advisors
Torrance,
California
|
$280K
|
–
|
–
|
–
|
|
|
49
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$242K
|
–
|
–
|
–
|
|
|
50
|
Comerica Bank
Dallas,
Texas
|
$230K
|
+$212K
|
+4,725
|
New
|
|
