|
26
|
BCS Wealth Management
Johnson City,
Tennessee
|
$414K
|
-$40.9K
|
-1,301
|
-9%
|
|
|
27
|
Boston Family Office
Boston,
Massachusetts
|
$406K
|
–
|
–
|
–
|
|
|
28
|
Sequoia Financial Advisors
Akron,
Ohio
|
$376K
|
+$370K
|
+11,758
|
New
|
|
|
29
|
Mercer Global Advisors
Denver,
Colorado
|
$375K
|
+$369K
|
+11,727
|
New
|
|
|
30
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$364K
|
+$359K
|
+11,400
|
New
|
|
|
31
|
Mengis Capital Management
Portland,
Oregon
|
$330K
|
-$1.57K
|
-50
|
-0.5%
|
|
|
32
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$314K
|
+$309K
|
+9,833
|
New
|
|
|
33
|
Stephens Inc
Little Rock,
Arkansas
|
$297K
|
–
|
–
|
–
|
|
|
34
|
Anchor Investment Management
Columbia,
South Carolina
|
$277K
|
–
|
–
|
–
|
|
|
35
|
Cresset Asset Management
Chicago,
Illinois
|
$262K
|
+$258K
|
+8,185
|
New
|
|
|
36
|
Bard Financial Services
Branford,
Connecticut
|
$241K
|
–
|
–
|
–
|
|
|
37
|
Leelyn Smith
Geneva,
Illinois
|
$233K
|
+$143K
|
+4,547
|
+166%
|
|
|
38
|
Ancora Advisors
Cleveland,
Ohio
|
$228K
|
+$225K
|
+7,136
|
New
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$196K
|
-$8.28K
|
-263
|
-4%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$194K
|
+$96.3K
|
+3,059
|
+101%
|
|
|
41
|
Belpointe Asset Management
Reno,
Nevada
|
$138K
|
-$838K
|
-26,632
|
-86%
|
|
|
42
|
Whittier Trust
South Pasadena,
California
|
$116K
|
–
|
–
|
–
|
|
|
43
|
TD Private Client Wealth
New York
|
$85.9K
|
+$84.6K
|
+2,688
|
New
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$57.2K
|
-$69.7K
|
-2,214
|
-55%
|
|
|
45
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$23.3K
|
-$15K
|
-476
|
-40%
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$15.8K
|
-$1.73K
|
-55
|
-10%
|
|
|
47
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$9.59K
|
–
|
–
|
–
|
|
|
48
|
Spire Wealth Management
Mclean,
Virginia
|
$9.27K
|
+$9.13K
|
+290
|
New
|
|
|
49
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.39K
|
–
|
–
|
–
|
|
|
50
|
SignatureFD
Atlanta,
Georgia
|
$5.69K
|
+$5.6K
|
+178
|
New
|
|
