|
26
|
UBS Group
Zurich,
Switzerland
|
$1.48M
|
-$259K
|
-5,170
|
-15%
|
|
|
27
|
Insight Inv LLC
El Segundo,
California
|
$1.48M
|
+$1.48M
|
+29,450
|
New
|
|
|
28
|
Horizon Family Wealth
Chicago,
Illinois
|
$1.45M
|
+$1.45M
|
+28,972
|
New
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$1.39M
|
-$21.1K
|
-420
|
-1%
|
|
|
30
|
Gries Financial
Cleveland,
Ohio
|
$1.28M
|
–
|
–
|
–
|
|
|
31
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.27M
|
+$716K
|
+14,287
|
+128%
|
|
|
32
|
4J Wealth Management
Alexandria,
Virginia
|
$1.22M
|
+$4.56K
|
+91
|
+0.4%
|
|
|
33
|
TD Capital Management
Memphis,
Tennessee
|
$1.21M
|
+$48.5K
|
+967
|
+4%
|
|
|
34
|
KWMG LLC
Overland Park,
Kansas
|
$1.14M
|
+$388K
|
+7,740
|
+52%
|
|
|
35
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$1.02M
|
+$1.02M
|
+20,337
|
New
|
|
|
36
|
Requisite Capital Management
Dallas,
Texas
|
$977K
|
–
|
–
|
–
|
|
|
37
|
Donaldson Capital Management
Evansville,
Indiana
|
$974K
|
+$51.9K
|
+1,036
|
+6%
|
|
|
38
|
Professional Financial Advisors
North Platte,
Nebraska
|
$968K
|
+$969K
|
+19,327
|
New
|
|
|
39
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$966K
|
-$1.28M
|
-25,542
|
-57%
|
|
|
40
|
Mercer Global Advisors
Denver,
Colorado
|
$942K
|
+$251
|
+5
|
+0%
|
|
|
41
|
Next Financial Group
Houston,
Texas
|
$931K
|
-$87.9K
|
-1,753
|
-9%
|
|
|
42
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$846K
|
-$296K
|
-5,904
|
-26%
|
|
|
43
|
Synovus Financial
Columbus,
Georgia
|
$776K
|
-$374K
|
-7,470
|
-33%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$776K
|
-$1.85K
|
-37
|
-0.2%
|
|
|
45
|
Evergreen Capital Management
Bellevue,
Washington
|
$757K
|
–
|
–
|
–
|
|
|
46
|
Evernest Financial Advisors
Carmel,
Indiana
|
$731K
|
+$732K
|
+14,604
|
New
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$721K
|
+$37.3K
|
+744
|
+5%
|
|
|
48
|
Stokes Family Office
New Orleans,
Louisiana
|
$694K
|
+$482K
|
+9,622
|
+227%
|
|
|
49
|
Client 1st Advisory Group
Dunedin,
Florida
|
$633K
|
–
|
–
|
–
|
|
|
50
|
SteelPeak Wealth
Woodland Hills,
California
|
$589K
|
-$120K
|
-2,400
|
-17%
|
|
