|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.88M
|
+$53.5K
|
+3,009
|
+2%
|
|
|
27
|
KWB Wealth
Redlands,
California
|
$2.72M
|
-$377K
|
-21,170
|
-11%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.67M
|
-$92.7K
|
-5,215
|
-3%
|
|
|
29
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.3M
|
+$2.33M
|
+130,847
|
+1,139%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$2.29M
|
-$5.42M
|
-304,917
|
-68%
|
|
|
31
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.28M
|
+$26.2K
|
+1,475
|
+1%
|
|
|
32
|
SigFig Wealth Management
San Francisco,
California
|
$2.28M
|
-$463K
|
-26,056
|
-16%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$2.21M
|
-$346K
|
-19,467
|
-12%
|
|
|
34
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$2.14M
|
+$2.35M
|
+132,392
|
New
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$2.02M
|
+$54.7K
|
+3,076
|
+3%
|
|
|
36
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.96M
|
+$1.89M
|
+106,023
|
+699%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$1.74M
|
-$2.61M
|
-146,957
|
-58%
|
|
|
38
|
Relative Value Partners Group
|
$1.74M
|
+$23.4K
|
+1,317
|
+1%
|
|
|
39
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.53M
|
-$76.6K
|
-4,307
|
-4%
|
|
|
40
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.36M
|
+$1.3M
|
+73,201
|
+664%
|
|
|
41
|
Renaissance Technologies
New York
|
$1.21M
|
+$690K
|
+38,800
|
+107%
|
|
|
42
|
GW & Wade
Wellesley,
Massachusetts
|
$1.11M
|
+$114K
|
+6,421
|
+10%
|
|
|
43
|
Aries Wealth Management
Portland,
Maine
|
$1.09M
|
+$308K
|
+17,345
|
+34%
|
|
|
44
|
Oppenheimer & Co
New York
|
$918K
|
-$10.7K
|
-600
|
-1%
|
|
|
45
|
Prairiewood Capital
Fargo,
North Dakota
|
$762K
|
-$246K
|
-13,810
|
-23%
|
|
|
46
|
|
$664K
|
-$2.72M
|
-153,073
|
-79%
|
|
|
47
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$614K
|
–
|
–
|
–
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$607K
|
-$1.77M
|
-99,385
|
-73%
|
|
|
49
|
WealthSource Partners
San Luis Obispo,
California
|
$565K
|
+$4.66K
|
+262
|
+0.8%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$485K
|
-$11.8K
|
-663
|
-2%
|
|
