|
26
|
UBS Group
Zurich,
Switzerland
|
$955K
|
-$49.8K
|
-1,319
|
-5%
|
|
|
27
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$913K
|
-$33.6K
|
-890
|
-3%
|
|
|
28
|
Global Endowment Management
Charlotte,
North Carolina
|
$903K
|
–
|
–
|
–
|
|
|
29
|
|
$887K
|
+$2.23K
|
+59
|
+0.2%
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$828K
|
+$2.94K
|
+78
|
+0.3%
|
|
|
31
|
M. Kulyk & Associates
Decatur,
Georgia
|
$658K
|
+$41.8K
|
+1,106
|
+6%
|
|
|
32
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$579K
|
–
|
–
|
–
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$570K
|
+$139K
|
+3,674
|
+30%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$561K
|
-$16.1K
|
-427
|
-3%
|
|
|
35
|
Perigon Wealth Management
San Francisco,
California
|
$516K
|
-$25.6K
|
-678
|
-5%
|
|
|
36
|
Worth Asset Management
Dallas,
Texas
|
$486K
|
+$508K
|
+13,452
|
+168,150%
|
|
|
37
|
Pathstone Family Office
Englewood,
New Jersey
|
$471K
|
+$492K
|
+13,037
|
New
|
|
|
38
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$461K
|
-$1.21M
|
-32,094
|
-72%
|
|
|
39
|
Wealthfront Advisers
Palo Alto,
California
|
$454K
|
-$117K
|
-3,100
|
-20%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$450K
|
+$13.9K
|
+367
|
+3%
|
|
|
41
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$444K
|
-$5.32K
|
-141
|
-1%
|
|
|
42
|
PFG Investments
Woodbury,
New York
|
$443K
|
+$32.6K
|
+864
|
+8%
|
|
|
43
|
Ausdal Financial Partners
Davenport,
Iowa
|
$442K
|
-$21K
|
-556
|
-4%
|
|
|
44
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$386K
|
–
|
–
|
–
|
|
|
45
|
Advisornet Financial
Minnetonka,
Minnesota
|
$373K
|
+$52.1K
|
+1,380
|
+15%
|
|
|
46
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$367K
|
+$56K
|
+1,483
|
+17%
|
|
|
47
|
Cresset Asset Management
Chicago,
Illinois
|
$364K
|
+$15.9K
|
+421
|
+4%
|
|
|
48
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$361K
|
–
|
–
|
–
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$348K
|
-$18.9K
|
-500
|
-5%
|
|
|
50
|
RWA Wealth Partners
Newton,
Massachusetts
|
$335K
|
+$350K
|
+9,259
|
New
|
|
