|
1
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$4.82M
|
+$4.58M
|
+103,473
|
New
|
|
|
2
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$4.06M
|
+$86K
|
+1,944
|
+2%
|
|
|
3
|
WESCAP Management Group
Glendale,
California
|
$3.76M
|
-$65.7K
|
-1,486
|
-2%
|
|
|
4
|
Berkeley Inc
Boise,
Idaho
|
$2.39M
|
+$17.9K
|
+405
|
+0.8%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.9M
|
+$90.7K
|
+2,050
|
+5%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.44M
|
-$160K
|
-3,621
|
-10%
|
|
|
7
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.36M
|
–
|
–
|
–
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$934K
|
+$75.3K
|
+1,702
|
+9%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$800K
|
+$759K
|
+17,170
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$730K
|
+$694K
|
+15,679
|
New
|
|
|
11
|
Scotia Capital
Toronto,
Ontario, Canada
|
$719K
|
+$682K
|
+15,429
|
New
|
|
|
12
|
|
$704K
|
+$385K
|
+8,713
|
+136%
|
|
|
13
|
Cary Street Partners
Richmond,
Virginia
|
$621K
|
–
|
–
|
–
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$399K
|
+$222K
|
+5,026
|
+141%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$388K
|
+$369K
|
+8,336
|
New
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$321K
|
–
|
–
|
–
|
|
|
17
|
Quantinno Capital Management
New York
|
$269K
|
+$255K
|
+5,765
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$208K
|
+$15.3K
|
+345
|
+8%
|
|
|
19
|
|
$163K
|
-$250K
|
-5,645
|
-62%
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$131K
|
-$173K
|
-3,904
|
-58%
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$116K
|
-$22.1K
|
-500
|
-17%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$53K
|
+$14.9K
|
+336
|
+42%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$52.4K
|
+$1.28K
|
+29
|
+3%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$46.6K
|
–
|
–
|
–
|
|
|
25
|
4Thought Financial Group
Syosset,
New York
|
$40.3K
|
+$1.28K
|
+29
|
+3%
|
|
