|
26
|
Capital Planning Advisors
Roseville,
California
|
$483K
|
+$468K
|
+5,944
|
New
|
|
|
27
|
HighTower Advisors
Chicago,
Illinois
|
$477K
|
-$1.26K
|
-16
|
-0.3%
|
|
|
28
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$419K
|
–
|
–
|
–
|
|
|
29
|
Advisornet Financial
Minnetonka,
Minnesota
|
$374K
|
+$342K
|
+4,344
|
+1,671%
|
|
|
30
|
Vanguard Group
Malvern,
Pennsylvania
|
$358K
|
+$79.4K
|
+1,008
|
+30%
|
|
|
31
|
Global Financial Private Capital
Sarasota,
Florida
|
$308K
|
–
|
–
|
–
|
|
|
32
|
D.A. Davidson & Co
Great Falls,
Montana
|
$277K
|
+$269K
|
+3,418
|
New
|
|
|
33
|
Raymond James Trust
St. Petersburg,
Florida
|
$273K
|
+$265K
|
+3,360
|
New
|
|
|
34
|
Oppenheimer & Co
New York
|
$251K
|
+$244K
|
+3,096
|
New
|
|
|
35
|
Yale University
New Haven,
Connecticut
|
$244K
|
+$236K
|
+3,000
|
New
|
|
|
36
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$225K
|
–
|
–
|
–
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$218K
|
-$1.27M
|
-16,104
|
-86%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$178K
|
-$6.14K
|
-78
|
-3%
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$178K
|
+$5.51K
|
+70
|
+3%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$129K
|
–
|
–
|
–
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$109K
|
+$16.9K
|
+214
|
+19%
|
|
|
42
|
Advisory Services Network
Atlanta,
Georgia
|
$67K
|
–
|
–
|
–
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$57K
|
+$4.25K
|
+54
|
+8%
|
|
|
44
|
Centaurus Financial
Anaheim,
California
|
$49K
|
+$47.3K
|
+600
|
New
|
|
|
45
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$46K
|
–
|
–
|
–
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43K
|
+$41.3K
|
+524
|
New
|
|
|
47
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$32K
|
+$1.58K
|
+20
|
+5%
|
|
|
48
|
Cable Hill Partners
Portland,
Oregon
|
$31K
|
–
|
–
|
–
|
|
|
49
|
|
$31K
|
–
|
–
|
–
|
|
|
50
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$23K
|
–
|
–
|
–
|
|
