|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.98M
|
+$137K
|
+6,412
|
+3%
|
|
|
27
|
Foster & Motley
Cincinnati,
Ohio
|
$3.6M
|
-$191K
|
-8,949
|
-5%
|
|
|
28
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.57M
|
-$39.9K
|
-1,870
|
-1%
|
|
|
29
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.44M
|
+$3.53M
|
+165,558
|
+4,085%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$2.99M
|
-$250K
|
-11,704
|
-7%
|
|
|
31
|
KWB Wealth
Redlands,
California
|
$2.77M
|
-$368K
|
-17,237
|
-12%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74M
|
-$239K
|
-11,178
|
-8%
|
|
|
33
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.52M
|
+$539K
|
+25,223
|
+26%
|
|
|
34
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.49M
|
-$41.9K
|
-1,963
|
-2%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$2.1M
|
+$1.97M
|
+92,399
|
+917%
|
|
|
36
|
SigFig Wealth Management
San Francisco,
California
|
$2.08M
|
+$143K
|
+6,709
|
+7%
|
|
|
37
|
Waverly Advisors
Birmingham,
Alabama
|
$1.95M
|
-$53.1K
|
-2,486
|
-3%
|
|
|
38
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.93M
|
-$29.4K
|
-1,376
|
-1%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$1.88M
|
+$74.5K
|
+3,490
|
+4%
|
|
|
40
|
Sepio Capital
Salt Lake City,
Utah
|
$1.79M
|
+$427
|
+20
|
+0%
|
|
|
41
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.75M
|
-$96.1K
|
-4,501
|
-5%
|
|
|
42
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.56M
|
-$30.2K
|
-1,413
|
-2%
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.52M
|
+$335K
|
+15,694
|
+27%
|
|
|
44
|
Drive Wealth Management
Lehi,
Utah
|
$1.46M
|
+$29.6K
|
+1,388
|
+2%
|
|
|
45
|
Avantax Advisory Services
Dallas,
Texas
|
$1.38M
|
+$102K
|
+4,773
|
+8%
|
|
|
46
|
TownSquare Capital
Provo,
Utah
|
$1.29M
|
+$30.6K
|
+1,432
|
+2%
|
|
|
47
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.14M
|
–
|
–
|
–
|
|
|
48
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.07M
|
+$101K
|
+4,740
|
+10%
|
|
|
49
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.02M
|
+$17.7K
|
+828
|
+2%
|
|
|
50
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.01M
|
+$1.03M
|
+48,200
|
+5,332%
|
|
