|
26
|
Wealthspire Advisors (New York)
New York
|
$25M
|
+$1.13M
|
+40,096
|
+4%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$24M
|
-$246K
|
-8,731
|
-1%
|
|
|
28
|
US Bancorp
Minneapolis,
Minnesota
|
$23.7M
|
-$82.6M
|
-2,923,974
|
-77%
|
|
|
29
|
|
$23.2M
|
+$771K
|
+27,301
|
+3%
|
|
|
30
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$21.2M
|
+$964K
|
+34,152
|
+4%
|
|
|
31
|
Old Mission Capital
Chicago,
Illinois
|
$20.7M
|
+$22M
|
+778,589
|
New
|
|
|
32
|
|
$19.8M
|
+$20.8M
|
+736,329
|
+10,534%
|
|
|
33
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$19.2M
|
+$4.47M
|
+158,442
|
+28%
|
|
|
34
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$19.1M
|
+$623K
|
+22,060
|
+3%
|
|
|
35
|
Ballentine Partners
Waltham,
Massachusetts
|
$19.1M
|
-$589K
|
-20,861
|
-3%
|
|
|
36
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$18.5M
|
+$623K
|
+22,053
|
+3%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
-$1.16M
|
-41,079
|
-6%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.7M
|
+$276K
|
+9,780
|
+1%
|
|
|
39
|
SCS Capital Management
Boston,
Massachusetts
|
$16.1M
|
-$668K
|
-23,667
|
-4%
|
|
|
40
|
Empirical Wealth Management
Seattle,
Washington
|
$15.7M
|
+$711K
|
+25,170
|
+4%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.9M
|
+$922K
|
+32,664
|
+6%
|
|
|
42
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$14.2M
|
+$206K
|
+7,301
|
+1%
|
|
|
43
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$880K
|
+31,168
|
+6%
|
|
|
44
|
|
$13.6M
|
-$502K
|
-17,784
|
-3%
|
|
|
45
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$13.4M
|
+$195K
|
+6,911
|
+1%
|
|
|
46
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.4M
|
+$195K
|
+6,911
|
+1%
|
|
|
47
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$13.3M
|
-$238K
|
-8,446
|
-2%
|
|
|
48
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$13.3M
|
+$4.37M
|
+154,819
|
+45%
|
|
|
49
|
Klingenstein Fields & Co
New York
|
$13.2M
|
-$14M
|
-497,591
|
-50%
|
|
|
50
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$12.9M
|
+$229K
|
+8,108
|
+20%
|
|
