|
26
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$2.94M
|
+$186K
|
+6,149
|
+7%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$2.92M
|
-$45.1K
|
-1,488
|
-2%
|
|
|
28
|
Cooper Financial Group
Irvine,
California
|
$2.63M
|
+$6.72K
|
+222
|
+0.3%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.01M
|
+$47.8K
|
+1,578
|
+2%
|
|
|
30
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.66M
|
+$37.4K
|
+1,236
|
+2%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.66M
|
-$686K
|
-22,660
|
-30%
|
|
|
32
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.64M
|
-$3.57K
|
-118
|
-0.2%
|
|
|
33
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$1.57M
|
-$158K
|
-5,219
|
-9%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.51M
|
-$1.64M
|
-53,996
|
-52%
|
|
|
35
|
UMB Bank
Kansas City,
Missouri
|
$1.49M
|
–
|
–
|
–
|
|
|
36
|
LPL Financial
San Diego,
California
|
$1.47M
|
-$241K
|
-7,967
|
-14%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1M
|
-$697K
|
-23,014
|
-42%
|
|
|
38
|
Snowden Capital Advisors
New York
|
$977K
|
-$41.2K
|
-1,361
|
-4%
|
|
|
39
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$938K
|
+$920K
|
+30,362
|
New
|
|
|
40
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$932K
|
-$244K
|
-8,070
|
-21%
|
|
|
41
|
Strategic Advocates
Logan,
Utah
|
$902K
|
+$336K
|
+11,087
|
+61%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$828K
|
-$49.6K
|
-1,636
|
-6%
|
|
|
43
|
|
$766K
|
-$128K
|
-4,220
|
-15%
|
|
|
44
|
|
$627K
|
+$615K
|
+20,300
|
New
|
|
|
45
|
Coldstream Capital Management
Bellevue,
Washington
|
$498K
|
-$80.4K
|
-2,655
|
-14%
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
$490K
|
+$480K
|
+15,853
|
New
|
|
|
47
|
CreativeOne Wealth
Overland Park,
Kansas
|
$469K
|
+$30.7K
|
+1,013
|
+7%
|
|
|
48
|
Rathbones Group
Liverpool,
United Kingdom
|
$463K
|
-$87.4K
|
-2,884
|
-16%
|
|
|
49
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$461K
|
+$47.7K
|
+1,575
|
+12%
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
$457K
|
+$448K
|
+14,790
|
New
|
|
