|
26
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.33M
|
–
|
–
|
–
|
|
|
27
|
Clear Point Advisors
Melville,
New York
|
$1.29M
|
+$1.27M
|
+14,881
|
New
|
|
|
28
|
Cambient Family Office
Ada,
Michigan
|
$1.26M
|
+$246K
|
+2,877
|
+25%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$1.17M
|
-$18.5K
|
-217
|
-2%
|
|
|
30
|
|
$1.17M
|
-$6.32K
|
-74
|
-0.5%
|
|
|
31
|
Courier Capital
Buffalo,
New York
|
$1.11M
|
-$30.5K
|
-357
|
-3%
|
|
|
32
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.1M
|
+$31.2K
|
+365
|
+3%
|
|
|
33
|
|
$1.09M
|
-$97.2K
|
-1,137
|
-8%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.08M
|
+$728K
|
+8,523
|
+217%
|
|
|
35
|
Kaydan Wealth Management
Fenton,
Michigan
|
$1.03M
|
+$25.6K
|
+299
|
+3%
|
|
|
36
|
Beam Wealth Advisors
Covington,
Louisiana
|
$998K
|
-$11.8K
|
-138
|
-1%
|
|
|
37
|
Pacific Sun Financial
Los Angeles,
California
|
$993K
|
-$104K
|
-1,220
|
-10%
|
|
|
38
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$987K
|
+$598
|
+7
|
+0.1%
|
|
|
39
|
Jones Financial Companies
Des Peres,
Missouri
|
$978K
|
+$202K
|
+2,369
|
+26%
|
|
|
40
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$893K
|
+$371K
|
+4,341
|
+73%
|
|
|
41
|
Cedar Wealth Management
Walnut Creek,
California
|
$833K
|
–
|
–
|
–
|
|
|
42
|
NewEdge Advisors
New Orleans,
Louisiana
|
$763K
|
–
|
–
|
–
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$731K
|
+$5.3K
|
+62
|
+0.7%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$664K
|
-$31.9K
|
-373
|
-5%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$655K
|
+$17.7K
|
+207
|
+3%
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$648K
|
-$190K
|
-2,221
|
-23%
|
|
|
47
|
Simon Quick Advisors
Morristown,
New Jersey
|
$641K
|
-$214K
|
-2,500
|
-25%
|
|
|
48
|
Quantinno Capital Management
New York
|
$638K
|
-$32.1K
|
-376
|
-5%
|
|
|
49
|
Equitable Holdings
New York
|
$635K
|
-$125K
|
-1,463
|
-17%
|
|
|
50
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$610K
|
-$342
|
-4
|
-0.1%
|
|
