|
26
|
UBS Group
Zurich,
Switzerland
|
$1.47M
|
+$58.5K
|
+1,071
|
+4%
|
|
|
27
|
Fortis Advisors
Wayne,
Pennsylvania
|
$1.4M
|
+$13K
|
+238
|
+0.9%
|
|
|
28
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.29M
|
+$79K
|
+1,445
|
+6%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.27M
|
+$307K
|
+5,624
|
+30%
|
|
|
30
|
Bank of New York Mellon
New York
|
$1.27M
|
+$240K
|
+4,389
|
+22%
|
|
|
31
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.05M
|
-$63.9K
|
-1,168
|
-6%
|
|
|
32
|
Fiducient Advisors
Chicago,
Illinois
|
$963K
|
+$21.3K
|
+389
|
+2%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$962K
|
+$475K
|
+8,684
|
+87%
|
|
|
34
|
Wealth Architects
Mountain View,
California
|
$950K
|
-$21.6K
|
-395
|
-2%
|
|
|
35
|
|
$876K
|
-$118K
|
-2,155
|
-11%
|
|
|
36
|
REDW Wealth
Albuquerque,
New Mexico
|
$822K
|
-$462K
|
-8,453
|
-35%
|
|
|
37
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$807K
|
-$735K
|
-13,451
|
-46%
|
|
|
38
|
Edge Capital Group
Atlanta,
Georgia
|
$675K
|
–
|
–
|
–
|
|
|
39
|
Circle Wealth Management
Summit,
New Jersey
|
$643K
|
–
|
–
|
–
|
|
|
40
|
L.J. Altfest & Co
New York
|
$619K
|
-$171K
|
-3,120
|
-21%
|
|
|
41
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$610K
|
-$1.64K
|
-30
|
-0.3%
|
|
|
42
|
ERn Financial LLC
Middleton,
Wisconsin
|
$574K
|
+$227K
|
+4,148
|
+60%
|
|
|
43
|
First Foundation Advisors
Irvine,
California
|
$554K
|
–
|
–
|
–
|
|
|
44
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$528K
|
+$50.7K
|
+928
|
+10%
|
|
|
45
|
Bessemer Group
Woodbridge,
New Jersey
|
$509K
|
+$252K
|
+4,608
|
+88%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$499K
|
+$547
|
+10
|
+0.1%
|
|
|
47
|
Rain Capital Management
Lake Oswego,
Oregon
|
$499K
|
+$4.65K
|
+85
|
+0.9%
|
|
|
48
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$498K
|
-$25K
|
-457
|
-5%
|
|
|
49
|
Leavell Investment Management
Mobile,
Alabama
|
$480K
|
+$27.8K
|
+508
|
+6%
|
|
|
50
|
Freedom Investment Management
Hartford,
Connecticut
|
$477K
|
+$22.9K
|
+418
|
+5%
|
|
