|
26
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.54M
|
+$276K
|
+5,678
|
+24%
|
|
|
27
|
Davis Investment Partners
Charlotte,
North Carolina
|
$1.41M
|
-$11.4K
|
-234
|
-0.8%
|
|
|
28
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.37M
|
+$18.7K
|
+384
|
+1%
|
|
|
29
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.27M
|
-$6.56K
|
-135
|
-0.6%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
-$1.64M
|
-33,654
|
-59%
|
|
|
31
|
Walker Asset Management
Verona,
Missouri
|
$1.15M
|
-$19.7K
|
-405
|
-2%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
-$5.16M
|
-106,112
|
-83%
|
|
|
33
|
Pinnacle Associates
New York
|
$1.12M
|
-$60.8K
|
-1,250
|
-5%
|
|
|
34
|
Strategy Asset Managers
Pasadena,
California
|
$1.08M
|
+$742K
|
+15,251
|
+275%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$961K
|
-$21.7K
|
-446
|
-2%
|
|
|
36
|
PGIM Custom Harvest
Newark,
New Jersey
|
$854K
|
-$311K
|
-6,406
|
-28%
|
|
|
37
|
Perigon Wealth Management
San Francisco,
California
|
$833K
|
+$778K
|
+15,994
|
New
|
|
|
38
|
|
$758K
|
+$406K
|
+8,340
|
+134%
|
|
|
39
|
Advisory Services Network
Atlanta,
Georgia
|
$719K
|
–
|
–
|
–
|
|
|
40
|
Lido Advisors
Los Angeles,
California
|
$632K
|
+$10.3K
|
+212
|
+2%
|
|
|
41
|
Clearstead Advisors
Cleveland,
Ohio
|
$582K
|
+$250K
|
+5,151
|
+85%
|
|
|
42
|
Freedom Investment Management
Hartford,
Connecticut
|
$577K
|
-$35.2K
|
-724
|
-6%
|
|
|
43
|
Private Trust Company
Cleveland,
Ohio
|
$401K
|
–
|
–
|
–
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$392K
|
-$443K
|
-9,101
|
-55%
|
|
|
45
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$315K
|
+$9.34K
|
+192
|
+3%
|
|
|
46
|
Corient Private Wealth
Miami,
Florida
|
$295K
|
-$300K
|
-6,171
|
-52%
|
|
|
47
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$280K
|
-$23.3K
|
-479
|
-8%
|
|
|
48
|
Tower Research Capital (TRC)
New York
|
$258K
|
-$4.86K
|
-100
|
-2%
|
|
|
49
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$258K
|
+$4.96K
|
+102
|
+2%
|
|
|
50
|
Flow Traders U.S.
New York
|
$246K
|
+$230K
|
+4,727
|
New
|
|
