|
26
|
Money Design
Tokyo,
Japan
|
$2.13M
|
+$500K
|
+16,712
|
+30%
|
|
|
27
|
BOK Financial
Tulsa,
Oklahoma
|
$2.03M
|
-$223K
|
-7,466
|
-10%
|
|
|
28
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.95M
|
-$270K
|
-9,037
|
-12%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$1.92M
|
-$839K
|
-28,039
|
-30%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.84M
|
-$4.44M
|
-148,431
|
-71%
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.82M
|
-$159K
|
-5,315
|
-8%
|
|
|
32
|
Mission Wealth Management
Santa Barbara,
California
|
$1.81M
|
-$167K
|
-5,591
|
-8%
|
|
|
33
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.58M
|
-$348K
|
-11,630
|
-18%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.49M
|
+$870K
|
+29,073
|
+138%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.49M
|
-$576K
|
-19,267
|
-28%
|
|
|
36
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.47M
|
+$22.4K
|
+750
|
+2%
|
|
|
37
|
Managed Account Services
Coconut Grove,
Florida
|
$1.44M
|
-$127K
|
-4,256
|
-8%
|
|
|
38
|
Centaurus Financial
Anaheim,
California
|
$1.42M
|
-$75.6K
|
-2,528
|
-5%
|
|
|
39
|
Valmark Advisers
Akron,
Ohio
|
$1.34M
|
-$173K
|
-5,781
|
-11%
|
|
|
40
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.33M
|
-$91.2K
|
-3,050
|
-6%
|
|
|
41
|
LPL Financial
San Diego,
California
|
$1.28M
|
+$64.3K
|
+2,149
|
+5%
|
|
|
42
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.24M
|
+$11.8K
|
+393
|
+1%
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$1.2M
|
-$2.6M
|
-86,926
|
-68%
|
|
|
44
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.18M
|
+$895K
|
+29,913
|
+304%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$1.01M
|
-$7.96M
|
-266,267
|
-89%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$964K
|
-$297K
|
-9,937
|
-23%
|
|
|
47
|
Dowling & Yahnke
San Diego,
California
|
$963K
|
-$4.88K
|
-163
|
-0.5%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$951K
|
+$512K
|
+17,135
|
+115%
|
|
|
49
|
Ballentine Partners
Waltham,
Massachusetts
|
$911K
|
-$316K
|
-10,580
|
-26%
|
|
|
50
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$903K
|
-$193K
|
-6,465
|
-18%
|
|
