|
26
|
Northern Trust
Chicago,
Illinois
|
$3.12M
|
–
|
–
|
–
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.02M
|
-$147K
|
-2,406
|
-5%
|
|
|
28
|
KeyBank National Association
Cleveland,
Ohio
|
$2.92M
|
+$80K
|
+1,306
|
+3%
|
|
|
29
|
Destination Wealth Management
Walnut Creek,
California
|
$2.78M
|
+$235K
|
+3,840
|
+9%
|
|
|
30
|
Brown Advisory
Baltimore,
Maryland
|
$2.62M
|
–
|
–
|
–
|
|
|
31
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.43M
|
+$733K
|
+11,980
|
+44%
|
|
|
32
|
Barclays
London,
United Kingdom
|
$2.33M
|
–
|
–
|
–
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.11M
|
–
|
–
|
–
|
|
|
34
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.01M
|
+$133K
|
+2,170
|
+7%
|
|
|
35
|
|
$2M
|
+$1.98M
|
+32,278
|
New
|
|
|
36
|
Merriman Wealth Management
Seattle,
Washington
|
$1.98M
|
+$1.96M
|
+32,000
|
New
|
|
|
37
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.81M
|
-$11.9K
|
-194
|
-0.7%
|
|
|
38
|
Accredited Investors
Edina,
Minnesota
|
$1.8M
|
+$15.2K
|
+248
|
+0.9%
|
|
|
39
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.78M
|
–
|
–
|
–
|
|
|
40
|
C-J Advisory
San Jose,
California
|
$1.69M
|
+$147K
|
+2,394
|
+10%
|
|
|
41
|
|
$1.68M
|
-$2.97M
|
-48,574
|
-64%
|
|
|
42
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1.63M
|
-$43.3K
|
-708
|
-3%
|
|
|
43
|
Bailard
Foster City,
California
|
$1.6M
|
+$97.3K
|
+1,590
|
+7%
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
$1.55M
|
+$267K
|
+4,364
|
+21%
|
|
|
45
|
WhitTier Trust Company
Reno,
Nevada
|
$1.48M
|
+$105K
|
+1,720
|
+8%
|
|
|
46
|
AJ Wealth Strategies
New York
|
$1.41M
|
+$278K
|
+4,542
|
+25%
|
|
|
47
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.39M
|
-$1.47K
|
-24
|
-0.1%
|
|
|
48
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.39M
|
-$23K
|
-376
|
-2%
|
|
|
49
|
Evercore Wealth Management
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
50
|
Private Capital Group
West Hartford,
Connecticut
|
$1.24M
|
+$23.3K
|
+380
|
+2%
|
|
