|
26
|
Rockefeller Capital Management
New York
|
$498K
|
–
|
–
|
–
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$480K
|
+$13.5M
|
+490,623
|
New
|
|
|
28
|
Destination Wealth Management
Walnut Creek,
California
|
$476K
|
-$1.18K
|
-43
|
-0.2%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$435K
|
+$1.87K
|
+68
|
+0.4%
|
|
|
30
|
AdvicePeriod
Los Angeles,
California
|
$390K
|
+$397K
|
+14,449
|
New
|
|
|
31
|
Brio Consultants
San Francisco,
California
|
$290K
|
-$37.3K
|
-1,358
|
-11%
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$275K
|
-$71.2K
|
-2,593
|
-20%
|
|
|
33
|
Gradient Capital Advisors
San Diego,
California
|
$226K
|
–
|
–
|
–
|
|
|
34
|
Epstein & White Financial
San Diego,
California
|
$223K
|
-$6.72K
|
-245
|
-3%
|
|
|
35
|
Reilly Financial Advisors
La Mesa,
California
|
$219K
|
–
|
–
|
–
|
|
|
36
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$218K
|
-$672K
|
-24,486
|
-75%
|
|
|
37
|
Cypress Wealth Services
Palm Desert,
California
|
$214K
|
+$1.37K
|
+50
|
+0.6%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$213K
|
+$7.16K
|
+261
|
+3%
|
|
|
39
|
Main Management
San Francisco,
California
|
$200K
|
–
|
–
|
–
|
|
|
40
|
|
$169K
|
+$2.74K
|
+100
|
+2%
|
|
|
41
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$156K
|
+$17.5K
|
+638
|
+12%
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$130K
|
+$137K
|
+5,000
|
New
|
|
|
43
|
S.A. Mason
Holland,
Michigan
|
$64K
|
–
|
–
|
–
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
45
|
US Bancorp
Minneapolis,
Minnesota
|
$53K
|
+$54.3K
|
+1,978
|
New
|
|
|
46
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$38K
|
–
|
–
|
–
|
|
|
47
|
Gradient Investments
Arden Hills,
Minnesota
|
$27K
|
–
|
–
|
–
|
|
|
48
|
Parallel Advisors
San Francisco,
California
|
$15K
|
-$1.87K
|
-68
|
-11%
|
|
|
49
|
Knuff & Co
Foster City,
California
|
$8K
|
–
|
–
|
–
|
|
|
50
|
Tower Research Capital (TRC)
New York
|
$8K
|
–
|
–
|
–
|
|
