|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
-$79.4K
|
-3,711
|
-6%
|
|
|
27
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1.17M
|
-$20.2K
|
-945
|
-2%
|
|
|
28
|
Comerica Bank
Dallas,
Texas
|
$1.17M
|
-$3.79K
|
-177
|
-0.3%
|
|
|
29
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$1.14M
|
+$1.13M
|
+52,714
|
New
|
|
|
30
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.12M
|
-$100K
|
-4,680
|
-8%
|
|
|
31
|
Atria Investments
Charlotte,
North Carolina
|
$1.04M
|
-$3.03M
|
-141,382
|
-75%
|
|
|
32
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1M
|
-$336K
|
-15,715
|
-25%
|
|
|
33
|
Lido Advisors
Los Angeles,
California
|
$897K
|
–
|
–
|
–
|
|
|
34
|
LexAurum Advisors
Overland Park,
Kansas
|
$732K
|
-$39K
|
-1,822
|
-5%
|
|
|
35
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$711K
|
+$51.5K
|
+2,404
|
+8%
|
|
|
36
|
Choreo LLC
Rockford,
Illinois
|
$694K
|
+$62.6K
|
+2,923
|
+10%
|
|
|
37
|
PMG Family Office
Plano,
Texas
|
$580K
|
+$573K
|
+26,783
|
New
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$483K
|
+$29.8K
|
+1,390
|
+7%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$455K
|
+$58K
|
+2,711
|
+15%
|
|
|
40
|
Kestra Private Wealth Services
Austin,
Texas
|
$395K
|
-$27.5K
|
-1,285
|
-7%
|
|
|
41
|
Everpar Advisors
Tulsa,
Oklahoma
|
$359K
|
–
|
–
|
–
|
|
|
42
|
Caprock Group
Boise,
Idaho
|
$321K
|
+$322K
|
+15,025
|
New
|
|
|
43
|
Prospera Financial Services
Dallas,
Texas
|
$288K
|
–
|
–
|
–
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
$262K
|
+$14.3K
|
+670
|
+6%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$255K
|
-$4.28K
|
-200
|
-2%
|
|
|
46
|
Northern Trust
Chicago,
Illinois
|
$250K
|
+$247K
|
+11,536
|
New
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$243K
|
-$63.8K
|
-2,980
|
-21%
|
|
|
48
|
Guggenheim Capital
Chicago,
Illinois
|
$222K
|
-$579K
|
-27,041
|
-73%
|
|
|
49
|
Smith Asset Management
Chiefland,
Florida
|
$220K
|
+$218K
|
+10,171
|
New
|
|
|
50
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$217K
|
–
|
–
|
–
|
|
