|
26
|
|
$2.43M
|
+$2.39M
|
+40,774
|
New
|
|
|
27
|
TIAA FSB
Jacksonville,
Florida
|
$2.4M
|
-$1.09M
|
-18,538
|
-32%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$2.38M
|
+$232K
|
+3,950
|
+11%
|
|
|
29
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.27M
|
+$454K
|
+7,734
|
+26%
|
|
|
30
|
Barclays
London,
United Kingdom
|
$2.25M
|
–
|
–
|
–
|
|
|
31
|
KeyBank National Association
Cleveland,
Ohio
|
$2.12M
|
+$229K
|
+3,900
|
+12%
|
|
|
32
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.01M
|
+$222K
|
+3,780
|
+13%
|
|
|
33
|
Bartlett & Co
Cincinnati,
Ohio
|
$2M
|
+$222K
|
+3,780
|
+13%
|
|
|
34
|
|
$1.89M
|
+$352K
|
+5,998
|
+23%
|
|
|
35
|
Bank of New York Mellon
New York
|
$1.86M
|
-$108K
|
-1,840
|
-6%
|
|
|
36
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.83M
|
-$1.88K
|
-32
|
-0.1%
|
|
|
37
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.72M
|
–
|
–
|
–
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.65M
|
-$167K
|
-2,844
|
-9%
|
|
|
39
|
Destination Wealth Management
Walnut Creek,
California
|
$1.65M
|
+$32.4K
|
+552
|
+2%
|
|
|
40
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1.63M
|
+$1.61M
|
+27,384
|
New
|
|
|
41
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.42M
|
+$253K
|
+4,312
|
+22%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$1.33M
|
+$10.8K
|
+184
|
+0.8%
|
|
|
43
|
Private Capital Group
West Hartford,
Connecticut
|
$1.29M
|
–
|
–
|
–
|
|
|
44
|
Gould Asset Management
Claremont,
California
|
$1.27M
|
+$237K
|
+4,040
|
+23%
|
|
|
45
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.26M
|
-$36K
|
-614
|
-3%
|
|
|
46
|
Manchester Capital Management
Manchester,
Vermont
|
$1.18M
|
-$704
|
-12
|
-0.1%
|
|
|
47
|
Accredited Investors
Edina,
Minnesota
|
$1.18M
|
-$68.3K
|
-1,164
|
-6%
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
$1.14M
|
+$3.87K
|
+66
|
+0.3%
|
|
|
49
|
FundX Investment Group
San Francisco,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
50
|
C-J Advisory
San Jose,
California
|
$1.11M
|
+$327K
|
+5,580
|
+43%
|
|
