|
26
|
|
$364K
|
+$72.5K
|
+3,348
|
+22%
|
|
|
27
|
NewEdge Advisors
New Orleans,
Louisiana
|
$361K
|
+$56.9K
|
+2,627
|
+17%
|
|
|
28
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$322K
|
+$94.7K
|
+4,376
|
+36%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$297K
|
-$17.3K
|
-799
|
-5%
|
|
|
30
|
Commerce Bank
Kansas City,
Missouri
|
$282K
|
–
|
–
|
–
|
|
|
31
|
Howland Capital Management
Boston,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
32
|
Bailard
Foster City,
California
|
$272K
|
+$300K
|
+13,854
|
New
|
|
|
33
|
Running Point Capital Advisors
El Segundo,
California
|
$244K
|
–
|
–
|
–
|
|
|
34
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$240K
|
+$498
|
+23
|
+0.2%
|
|
|
35
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$237K
|
-$93.3K
|
-4,310
|
-26%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$200K
|
+$220K
|
+10,183
|
New
|
|
|
37
|
SOA Wealth Advisors
New York
|
$162K
|
+$108
|
+5
|
+0.1%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$149K
|
-$16.3K
|
-755
|
-9%
|
|
|
39
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$121K
|
+$8.05K
|
+372
|
+6%
|
|
|
40
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$79K
|
–
|
–
|
–
|
|
|
41
|
Allworth Financial
Folsom,
California
|
$72K
|
+$79.1K
|
+3,653
|
New
|
|
|
42
|
Thomas White International
Chicago,
Illinois
|
$65K
|
+$53.3K
|
+2,464
|
+281%
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$51K
|
–
|
–
|
–
|
|
|
44
|
|
$47K
|
–
|
–
|
–
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
$40K
|
–
|
–
|
–
|
|
|
47
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$36.8K
|
–
|
–
|
–
|
|
|
48
|
Asset Dedication LLC
San Francisco,
California
|
$31K
|
–
|
–
|
–
|
|
|
49
|
Larson Financial Group
St Louis,
Missouri
|
$28K
|
+$173
|
+8
|
+0.6%
|
|
|
50
|
Clearstead Advisors
Cleveland,
Ohio
|
$28K
|
+$11.3K
|
+520
|
+58%
|
|
