|
26
|
C-J Advisory
San Jose,
California
|
$4.07M
|
+$1.27M
|
+20,328
|
+50%
|
|
|
27
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.97M
|
+$1.78M
|
+28,494
|
+93%
|
|
|
28
|
|
$3.94M
|
–
|
–
|
–
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.52M
|
-$357K
|
-5,710
|
-10%
|
|
|
30
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.47M
|
+$933K
|
+14,912
|
+40%
|
|
|
31
|
KeyBank National Association
Cleveland,
Ohio
|
$3.42M
|
+$118K
|
+1,882
|
+4%
|
|
|
32
|
Northern Trust
Chicago,
Illinois
|
$3.4M
|
–
|
–
|
–
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$3.22M
|
-$506K
|
-8,080
|
-14%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.99M
|
-$64.6M
|
-1,032,536
|
-96%
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.93M
|
+$1.04M
|
+16,686
|
+61%
|
|
|
36
|
Highland Private Wealth Management
Bellevue,
Washington
|
$2.81M
|
-$93.9K
|
-1,500
|
-3%
|
|
|
37
|
Barclays
London,
United Kingdom
|
$2.52M
|
–
|
–
|
–
|
|
|
38
|
Colorado Capital Management
Boulder,
Colorado
|
$2.47M
|
-$41.8K
|
-668
|
-1%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$2.28M
|
-$251K
|
-4,016
|
-11%
|
|
|
40
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.18M
|
+$2.04M
|
+32,646
|
New
|
|
|
41
|
Accredited Investors
Edina,
Minnesota
|
$2.17M
|
+$121K
|
+1,936
|
+6%
|
|
|
42
|
BigSur Wealth Management
Miami,
Florida
|
$2.14M
|
+$2M
|
+32,000
|
New
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.11M
|
–
|
–
|
–
|
|
|
44
|
Destination Wealth Management
Walnut Creek,
California
|
$2.08M
|
-$303K
|
-4,840
|
-13%
|
|
|
45
|
HM Payson & Co
Portland,
Maine
|
$2.06M
|
-$529K
|
-8,460
|
-22%
|
|
|
46
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.93M
|
-$81.3K
|
-1,300
|
-4%
|
|
|
47
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.93M
|
–
|
–
|
–
|
|
|
48
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.92M
|
+$181K
|
+2,890
|
+11%
|
|
|
49
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.84M
|
-$149K
|
-2,388
|
-8%
|
|
|
50
|
Bailard
Foster City,
California
|
$1.82M
|
+$3.63K
|
+58
|
+0.2%
|
|
