|
26
|
Waverly Advisors
Birmingham,
Alabama
|
$3.06M
|
–
|
–
|
–
|
|
|
27
|
Verum Partners
Charlotte,
North Carolina
|
$2.97M
|
+$2.83M
|
+71,582
|
New
|
|
|
28
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.74M
|
–
|
–
|
–
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$2.67M
|
-$1.82M
|
-46,036
|
-42%
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$2.39M
|
+$2.28M
|
+57,635
|
New
|
|
|
31
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$2.32M
|
+$586K
|
+14,834
|
+36%
|
|
|
32
|
Cetera Advisor Networks
El Segundo,
California
|
$2.15M
|
+$233K
|
+5,886
|
+13%
|
|
|
33
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$2.03M
|
+$1.94M
|
+48,967
|
New
|
|
|
34
|
Private Ocean
San Rafael,
California
|
$1.89M
|
+$40
|
+1
|
+0%
|
|
|
35
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.77M
|
-$285K
|
-7,210
|
-15%
|
|
|
36
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.74M
|
+$1.66M
|
+41,921
|
New
|
|
|
37
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.63M
|
-$24.6K
|
-623
|
-2%
|
|
|
38
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.63M
|
-$110K
|
-2,778
|
-7%
|
|
|
39
|
|
$1.62M
|
-$1.27M
|
-32,194
|
-45%
|
|
|
40
|
|
$1.45M
|
+$1.38M
|
+34,815
|
New
|
|
|
41
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.41M
|
-$113K
|
-2,847
|
-8%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$1.36M
|
+$88.9K
|
+2,248
|
+7%
|
|
|
43
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.25M
|
+$1.19M
|
+30,142
|
New
|
|
|
44
|
Relative Value Partners Group
|
$1.25M
|
+$1.9K
|
+48
|
+0.2%
|
|
|
45
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.25M
|
+$3.16K
|
+80
|
+0.3%
|
|
|
46
|
Prairiewood Capital
Fargo,
North Dakota
|
$1.23M
|
-$1.31M
|
-33,244
|
-53%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.12M
|
-$74.6K
|
-1,888
|
-7%
|
|
|
48
|
WFA of San Diego
San Diego,
California
|
$996K
|
-$10.9K
|
-275
|
-1%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$934K
|
-$120K
|
-3,027
|
-12%
|
|
|
50
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$919K
|
-$300K
|
-7,597
|
-26%
|
|
