|
26
|
SVB Wealth
Boston,
Massachusetts
|
$486K
|
+$488K
|
+9,749
|
New
|
|
|
27
|
Circle Wealth Management
Summit,
New Jersey
|
$479K
|
–
|
–
|
–
|
|
|
28
|
Wealth Architects
Mountain View,
California
|
$450K
|
-$74.2K
|
-1,482
|
-14%
|
|
|
29
|
CX Institutional
Auburn,
Indiana
|
$446K
|
+$34.9K
|
+697
|
+8%
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$410K
|
-$99.3K
|
-1,985
|
-19%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$407K
|
-$4.15K
|
-83
|
-1%
|
|
|
32
|
Naples Global Advisors
Naples,
Florida
|
$399K
|
-$2.05K
|
-41
|
-0.5%
|
|
|
33
|
Creative Financial Designs
Kokomo,
Indiana
|
$351K
|
-$2.02M
|
-40,334
|
-85%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$333K
|
+$82K
|
+1,639
|
+32%
|
|
|
35
|
Bailard
Foster City,
California
|
$258K
|
+$259K
|
+5,172
|
New
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$237K
|
-$7.71K
|
-154
|
-3%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$237K
|
+$49.5K
|
+989
|
+26%
|
|
|
38
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$235K
|
–
|
–
|
–
|
|
|
39
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$219K
|
+$220K
|
+4,389
|
New
|
|
|
40
|
United Capital Financial Advisors
Irving,
Texas
|
$217K
|
–
|
–
|
–
|
|
|
41
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
42
|
Essex Savings Bank
Essex,
Connecticut
|
$202K
|
+$202K
|
+4,044
|
New
|
|
|
43
|
West Paces Advisors
Atlanta,
Georgia
|
$146K
|
+$19.1K
|
+381
|
+15%
|
|
|
44
|
Stelac Advisory Services
New York
|
$115K
|
+$116K
|
+2,313
|
New
|
|
|
45
|
CNB Bank
Clearfield,
Pennsylvania
|
$103K
|
-$10.4K
|
-207
|
-9%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75K
|
-$6.8K
|
-136
|
-8%
|
|
|
47
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$75K
|
+$75.6K
|
+1,511
|
New
|
|
|
48
|
Credential Qtrade Securities
Vancouver,
|
$70.4K
|
+$4.55K
|
+91
|
+7%
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$66K
|
+$66K
|
+1,318
|
+16,475%
|
|
|
50
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
