|
26
|
MGO One Seven
Beachwood,
Ohio
|
$2.95M
|
+$531K
|
+9,126
|
+21%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.86M
|
+$1.37M
|
+23,640
|
+86%
|
|
|
28
|
CVA Family Office
Denver,
Colorado
|
$2.56M
|
-$69.4K
|
-1,194
|
-3%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.48M
|
-$83.9K
|
-1,443
|
-3%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.01M
|
+$174
|
+3
|
+0%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.97M
|
+$414K
|
+7,121
|
+25%
|
|
|
32
|
First Foundation Advisors
Irvine,
California
|
$1.82M
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.79M
|
-$1.49M
|
-25,598
|
-44%
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.78M
|
+$1.86M
|
+31,989
|
New
|
|
|
35
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.69M
|
-$755K
|
-12,980
|
-30%
|
|
|
36
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.69M
|
–
|
–
|
–
|
|
|
37
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$1.65M
|
–
|
–
|
–
|
|
|
38
|
Mather Group
Chicago,
Illinois
|
$1.44M
|
+$727K
|
+12,496
|
+93%
|
|
|
39
|
HM Payson & Co
Portland,
Maine
|
$1.24M
|
–
|
–
|
–
|
|
|
40
|
John W. Brooker & Co
Oakland,
California
|
$1.2M
|
+$931
|
+16
|
+0.1%
|
|
|
41
|
Gray Wealth Management
Bangor,
Maine
|
$1.17M
|
+$717K
|
+12,328
|
+144%
|
|
|
42
|
Addison Advisors
Middlebury,
Vermont
|
$1.05M
|
-$196K
|
-3,374
|
-15%
|
|
|
43
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$1.01M
|
-$29K
|
-498
|
-3%
|
|
|
44
|
Red Tortoise LLC
Atlanta,
Georgia
|
$996K
|
+$5.24K
|
+90
|
+0.5%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$960K
|
–
|
–
|
–
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
$915K
|
-$483K
|
-8,296
|
-34%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$912K
|
-$18.6K
|
-319
|
-2%
|
|
|
48
|
Commerce Bank
Kansas City,
Missouri
|
$882K
|
–
|
–
|
–
|
|
|
49
|
|
$751K
|
-$3.49K
|
-60
|
-0.4%
|
|
|
50
|
Horizon Family Wealth
Chicago,
Illinois
|
$746K
|
+$3.84K
|
+66
|
+0.5%
|
|
