|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.87M
|
+$2.85M
|
+98,243
|
New
|
|
|
27
|
Live Oak Investment Partners
Austin,
Texas
|
$2.84M
|
–
|
–
|
–
|
|
|
28
|
Cooper Financial Group
Irvine,
California
|
$2.51M
|
+$88.8K
|
+3,058
|
+4%
|
|
|
29
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$2.48M
|
+$17.4K
|
+600
|
+0.7%
|
|
|
30
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$2.38M
|
+$2.36M
|
+81,440
|
New
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$2.25M
|
-$1.54M
|
-52,963
|
-41%
|
|
|
32
|
HighTower Advisors
Chicago,
Illinois
|
$2.2M
|
-$2.46M
|
-84,597
|
-53%
|
|
|
33
|
ABLE Financial Group
Scottsdale,
Arizona
|
$2.05M
|
+$2.04M
|
+70,277
|
New
|
|
|
34
|
Appleton Partners
Boston,
Massachusetts
|
$1.94M
|
+$12.7K
|
+437
|
+0.7%
|
|
|
35
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$1.79M
|
-$23.3K
|
-803
|
-1%
|
|
|
36
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.78M
|
-$1.22M
|
-42,075
|
-41%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$1.73M
|
+$38.4K
|
+1,323
|
+2%
|
|
|
38
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$1.73M
|
+$32.8K
|
+1,131
|
+2%
|
|
|
39
|
One Capital Management
Westlake Village,
California
|
$1.6M
|
+$1.59M
|
+54,808
|
New
|
|
|
40
|
|
$1.6M
|
+$86.3K
|
+2,973
|
+6%
|
|
|
41
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.6M
|
+$356K
|
+12,247
|
+29%
|
|
|
42
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.46M
|
+$212K
|
+7,294
|
+17%
|
|
|
43
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.44M
|
+$899K
|
+30,967
|
+169%
|
|
|
44
|
UMB Bank
Kansas City,
Missouri
|
$1.41M
|
+$1.4M
|
+48,271
|
New
|
|
|
45
|
|
$1.37M
|
+$1.36M
|
+46,913
|
New
|
|
|
46
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.34M
|
+$638K
|
+21,985
|
+93%
|
|
|
47
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.18M
|
-$63K
|
-2,169
|
-5%
|
|
|
48
|
Snowden Capital Advisors
New York
|
$968K
|
-$12.4K
|
-427
|
-1%
|
|
|
49
|
AllianceBernstein
Nashville,
Tennessee
|
$953K
|
–
|
–
|
–
|
|
|
50
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$953K
|
–
|
–
|
–
|
|
