|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$2.35M
|
+$249K
|
+4,410
|
+12%
|
|
|
27
|
KeyBank National Association
Cleveland,
Ohio
|
$2.34M
|
+$87.2K
|
+1,548
|
+4%
|
|
|
28
|
Bartlett & Co
Cincinnati,
Ohio
|
$2.27M
|
+$240K
|
+4,256
|
+12%
|
|
|
29
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.27M
|
+$240K
|
+4,256
|
+12%
|
|
|
30
|
Barclays
London,
United Kingdom
|
$2.23M
|
–
|
–
|
–
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.11M
|
-$50.8K
|
-902
|
-2%
|
|
|
32
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.82M
|
+$67.6K
|
+1,200
|
+4%
|
|
|
33
|
TIAA FSB
Jacksonville,
Florida
|
$1.81M
|
-$344K
|
-6,110
|
-17%
|
|
|
34
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.76M
|
–
|
–
|
–
|
|
|
35
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.75M
|
+$1.04M
|
+18,472
|
+166%
|
|
|
36
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1.61M
|
+$97.1K
|
+1,722
|
+7%
|
|
|
37
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.58M
|
-$20.2K
|
-358
|
-4%
|
|
|
38
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.56M
|
+$1.1M
|
+19,542
|
+287%
|
|
|
39
|
WhitTier Trust Company
Reno,
Nevada
|
$1.47M
|
-$152K
|
-2,700
|
-10%
|
|
|
40
|
C-J Advisory
San Jose,
California
|
$1.43M
|
+$45.1K
|
+800
|
+3%
|
|
|
41
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.42M
|
+$18.5K
|
+328
|
+1%
|
|
|
42
|
Bailard
Foster City,
California
|
$1.39M
|
+$48.1K
|
+854
|
+4%
|
|
|
43
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.33M
|
–
|
–
|
–
|
|
|
44
|
Accredited Investors
Edina,
Minnesota
|
$1.26M
|
+$143K
|
+2,534
|
+13%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$1.24M
|
-$13.5K
|
-240
|
-1%
|
|
|
46
|
Evercore Wealth Management
New York
|
$1.2M
|
+$108K
|
+1,908
|
+10%
|
|
|
47
|
Manchester Capital Management
Manchester,
Vermont
|
$1.18M
|
+$9.47K
|
+168
|
+0.8%
|
|
|
48
|
Gould Asset Management
Claremont,
California
|
$1.17M
|
-$4.51K
|
-80
|
-0.4%
|
|
|
49
|
Private Capital Group
West Hartford,
Connecticut
|
$1.17M
|
-$96.8K
|
-1,718
|
-8%
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
$1.17M
|
-$28.5K
|
-506
|
-2%
|
|
