|
26
|
Financial Consulate
Hunt Valley,
Maryland
|
$462K
|
-$20.3K
|
-214
|
-4%
|
|
|
27
|
Wealthspire Advisors (New York)
New York
|
$440K
|
+$501K
|
+5,298
|
New
|
|
|
28
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$429K
|
–
|
–
|
–
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$389K
|
-$284K
|
-3,001
|
-39%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$387K
|
+$5.68K
|
+60
|
+1%
|
|
|
31
|
Rathbones Group
Liverpool,
United Kingdom
|
$382K
|
-$37.9K
|
-400
|
-8%
|
|
|
32
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$332K
|
–
|
–
|
–
|
|
|
33
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$317K
|
–
|
–
|
–
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$260K
|
–
|
–
|
–
|
|
|
35
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$249K
|
-$39.4K
|
-416
|
-12%
|
|
|
36
|
Chevy Chase Trust
Bethesda,
Maryland
|
$249K
|
–
|
–
|
–
|
|
|
37
|
Freestone Capital Holdings
Seattle,
Washington
|
$246K
|
–
|
–
|
–
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$236K
|
–
|
–
|
–
|
|
|
39
|
Cresset Asset Management
Chicago,
Illinois
|
$223K
|
–
|
–
|
–
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$216K
|
+$182K
|
+1,927
|
+285%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$164K
|
–
|
–
|
–
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$161K
|
+$663
|
+7
|
+0.4%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$81K
|
–
|
–
|
–
|
|
|
44
|
Whittier Trust
South Pasadena,
California
|
$33K
|
–
|
–
|
–
|
|
|
45
|
Tower Research Capital (TRC)
New York
|
$29K
|
+$2.93K
|
+31
|
+10%
|
|
|
46
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
47
|
RBC Europe
London,
United Kingdom
|
$22K
|
–
|
–
|
–
|
|
|
48
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$20.8K
|
–
|
–
|
–
|
|
|
49
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$14K
|
–
|
–
|
–
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
–
|
–
|
–
|
|
