|
26
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.32M
|
+$387K
|
+6,982
|
+18%
|
|
|
27
|
|
$2.02M
|
+$414K
|
+7,462
|
+24%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.98M
|
-$1.66M
|
-29,982
|
-44%
|
|
|
29
|
KeyBank National Association
Cleveland,
Ohio
|
$1.96M
|
+$141K
|
+2,538
|
+7%
|
|
|
30
|
Barclays
London,
United Kingdom
|
$1.94M
|
–
|
–
|
–
|
|
|
31
|
TIAA FSB
Jacksonville,
Florida
|
$1.9M
|
-$189K
|
-3,402
|
-8%
|
|
|
32
|
Destination Wealth Management
Walnut Creek,
California
|
$1.82M
|
+$429K
|
+7,742
|
+28%
|
|
|
33
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.76M
|
+$32.7K
|
+590
|
+2%
|
|
|
34
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.76M
|
+$32.7K
|
+590
|
+2%
|
|
|
35
|
Bank of New York Mellon
New York
|
$1.59M
|
-$21.5K
|
-388
|
-1%
|
|
|
36
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.52M
|
-$164K
|
-2,956
|
-9%
|
|
|
37
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.49M
|
–
|
–
|
–
|
|
|
38
|
WhitTier Trust Company
Reno,
Nevada
|
$1.42M
|
-$741K
|
-13,360
|
-33%
|
|
|
39
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1.32M
|
-$101K
|
-1,824
|
-7%
|
|
|
40
|
DSM Capital Partners
Palm Beach Gardens,
Florida
|
$1.24M
|
+$1.33M
|
+24,030
|
New
|
|
|
41
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.22M
|
-$6.32K
|
-114
|
-0.5%
|
|
|
42
|
C-J Advisory
San Jose,
California
|
$1.19M
|
+$249K
|
+4,484
|
+24%
|
|
|
43
|
Bailard
Foster City,
California
|
$1.17M
|
+$251K
|
+4,534
|
+25%
|
|
|
44
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.16M
|
+$1.25M
|
+22,526
|
New
|
|
|
45
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.14M
|
+$57.7K
|
+1,040
|
+5%
|
|
|
46
|
Manchester Capital Management
Manchester,
Vermont
|
$1.12M
|
+$665
|
+12
|
+0.1%
|
|
|
47
|
Private Capital Group
West Hartford,
Connecticut
|
$1.11M
|
–
|
–
|
–
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$1.1M
|
-$55.1K
|
-994
|
-4%
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$372K
|
-6,704
|
-24%
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
-$2.81M
|
-50,592
|
-71%
|
|
