|
26
|
Yale University
New Haven,
Connecticut
|
$4.07M
|
-$5.55M
|
-93,000
|
-58%
|
|
|
27
|
Cahill Financial Advisors
Edina,
Minnesota
|
$4.04M
|
+$148K
|
+2,473
|
+4%
|
|
|
28
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.58M
|
-$35.9K
|
-601
|
-1%
|
|
|
29
|
Fusion Family Wealth
Woodbury,
New York
|
$3.34M
|
-$3.8M
|
-63,650
|
-54%
|
|
|
30
|
Advisor Group
Phoenix,
Arizona
|
$3.19M
|
+$61.9K
|
+1,036
|
+2%
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$2.88M
|
+$509K
|
+8,518
|
+22%
|
|
|
32
|
Truvestments Capital
Sarasota,
Florida
|
$2.77M
|
-$32.8K
|
-550
|
-1%
|
|
|
33
|
IFG Advisory
Atlanta,
Georgia
|
$2.42M
|
-$12.8K
|
-214
|
-0.5%
|
|
|
34
|
Strategic Wealth Management
Kirkland,
Washington
|
$2.41M
|
-$11.9K
|
-199
|
-0.5%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.37M
|
+$2.06M
|
+34,434
|
+768%
|
|
|
36
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.31M
|
+$19.8K
|
+331
|
+0.9%
|
|
|
37
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$2.19M
|
+$2.15M
|
+36,000
|
New
|
|
|
38
|
Muhlenkamp & Co
Wexford,
Pennsylvania
|
$2.16M
|
-$60.8K
|
-1,018
|
-3%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
$2.01M
|
-$501K
|
-8,389
|
-20%
|
|
|
40
|
BB&T Securities
Richmond,
Virginia
|
$1.95M
|
+$558K
|
+9,349
|
+41%
|
|
|
41
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.86M
|
-$20.9K
|
-350
|
-1%
|
|
|
42
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.74M
|
+$1.7M
|
+28,455
|
New
|
|
|
43
|
Cetera Advisor Networks
El Segundo,
California
|
$1.58M
|
+$147K
|
+2,462
|
+10%
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.58M
|
+$1.52M
|
+25,521
|
+7,441%
|
|
|
45
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.44M
|
+$1.48M
|
+24,786
|
New
|
|
|
46
|
|
$1.44M
|
-$3.89M
|
-65,113
|
-73%
|
|
|
47
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.4M
|
+$30.6K
|
+512
|
+2%
|
|
|
48
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$1.39M
|
-$112K
|
-1,875
|
-8%
|
|
|
49
|
Occidental Asset Management
Burlingame,
California
|
$1.37M
|
+$1.34M
|
+22,498
|
New
|
|
|
50
|
US Bancorp
Minneapolis,
Minnesota
|
$1.32M
|
+$58.2K
|
+974
|
+5%
|
|
