|
26
|
BWM Planning
The Woodlands,
Texas
|
$1.48M
|
–
|
–
|
–
|
|
|
27
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.45M
|
+$43.2K
|
+595
|
+3%
|
|
|
28
|
|
$1.41M
|
-$243K
|
-3,342
|
-14%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$1.22M
|
-$55.6K
|
-765
|
-4%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$1.21M
|
+$88.8K
|
+1,222
|
+7%
|
|
|
31
|
Lazard Asset Management
New York
|
$1.08M
|
+$1.14M
|
+15,747
|
New
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$1.07M
|
-$5.81K
|
-80
|
-0.5%
|
|
|
33
|
Raymond James Financial
St Petersburg,
Florida
|
$1.06M
|
-$43.7K
|
-602
|
-4%
|
|
|
34
|
Mercer Global Advisors
Denver,
Colorado
|
$1.03M
|
+$30.4K
|
+418
|
+3%
|
|
|
35
|
PFG Advisors
Phoenix,
Arizona
|
$1.02M
|
–
|
–
|
–
|
|
|
36
|
Moors & Cabot
Boston,
Massachusetts
|
$1.01M
|
-$19.2K
|
-264
|
-2%
|
|
|
37
|
&Partners
Nashville,
Tennessee
|
$962K
|
+$1.02M
|
+14,028
|
New
|
|
|
38
|
Sendero Wealth Management
San Antonio,
Texas
|
$886K
|
–
|
–
|
–
|
|
|
39
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$869K
|
–
|
–
|
–
|
|
|
40
|
Capital Investment Advisors
Atlanta,
Georgia
|
$837K
|
-$15.9K
|
-219
|
-2%
|
|
|
41
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$822K
|
–
|
–
|
–
|
|
|
42
|
Savant Capital
Rockford,
Illinois
|
$820K
|
+$869K
|
+11,964
|
New
|
|
|
43
|
|
$795K
|
–
|
–
|
–
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$766K
|
-$290K
|
-3,985
|
-26%
|
|
|
45
|
Advisory Services Network
Atlanta,
Georgia
|
$741K
|
+$291
|
+4
|
+0%
|
|
|
46
|
DWR Wealth Management
San Jose,
California
|
$734K
|
+$760K
|
+10,466
|
New
|
|
|
47
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$727K
|
–
|
–
|
–
|
|
|
48
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$710K
|
–
|
–
|
–
|
|
|
49
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
$691K
|
–
|
–
|
–
|
|
|
50
|
Burford Brothers
Dallas,
Texas
|
$686K
|
-$10.3K
|
-142
|
-1%
|
|
