|
26
|
Raymond James & Associates
St Petersburg,
Florida
|
$518K
|
–
|
–
|
–
|
|
|
27
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$498K
|
–
|
–
|
–
|
|
|
28
|
Rathbones Group
Liverpool,
United Kingdom
|
$477K
|
–
|
–
|
–
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$442K
|
-$57.9K
|
-680
|
-13%
|
|
|
30
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
31
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$365K
|
-$42.6K
|
-500
|
-12%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$353K
|
–
|
–
|
–
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$298K
|
–
|
–
|
–
|
|
|
34
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$296K
|
+$264K
|
+3,103
|
New
|
|
|
35
|
Chevy Chase Trust
Bethesda,
Maryland
|
$286K
|
–
|
–
|
–
|
|
|
36
|
Freestone Capital Holdings
Seattle,
Washington
|
$283K
|
+$36.1K
|
+424
|
+17%
|
|
|
37
|
D.A. Davidson & Co
Great Falls,
Montana
|
$271K
|
–
|
–
|
–
|
|
|
38
|
Cresset Asset Management
Chicago,
Illinois
|
$257K
|
+$228K
|
+2,683
|
New
|
|
|
39
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$216K
|
+$192K
|
+2,260
|
New
|
|
|
40
|
Royal Fund Management
Lady Lake,
Florida
|
$215K
|
+$192K
|
+2,260
|
New
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$189K
|
–
|
–
|
–
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$183K
|
+$163K
|
+1,920
|
New
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$94K
|
–
|
–
|
–
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$65K
|
-$85
|
-1
|
-0.1%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$45K
|
-$50.1K
|
-589
|
-55%
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
$38K
|
–
|
–
|
–
|
|
|
47
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$30K
|
–
|
–
|
–
|
|
|
48
|
RBC Europe
London,
United Kingdom
|
$26K
|
–
|
–
|
–
|
|
|
49
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$24.3K
|
+$21.5K
|
+252
|
New
|
|
|
50
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$16K
|
–
|
–
|
–
|
|
