|
1
|
KeyBank National Association
Cleveland,
Ohio
|
$4.19M
|
+$4.31M
|
+96,340
|
New
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.03M
|
+$16.4K
|
+368
|
+0.4%
|
|
|
3
|
Bailard
Foster City,
California
|
$3.4M
|
+$418K
|
+9,347
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.61M
|
+$259K
|
+5,794
|
+11%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$2.43M
|
–
|
–
|
–
|
|
|
6
|
Invera Wealth Advisors
Bend,
Oregon
|
$2.35M
|
+$2.41M
|
+53,875
|
New
|
|
|
7
|
Highland Financial Advisors
Wayne,
New Jersey
|
$2.23M
|
+$226K
|
+5,063
|
+11%
|
|
|
8
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.39M
|
–
|
–
|
–
|
|
|
9
|
Brown Advisory
Baltimore,
Maryland
|
$1.35M
|
+$1.17M
|
+26,141
|
+542%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.29M
|
+$1.33M
|
+29,732
|
New
|
|
|
11
|
Bank of New York Mellon
New York
|
$1.26M
|
+$1.3M
|
+29,044
|
New
|
|
|
12
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.17M
|
-$32.1K
|
-718
|
-3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$1.09M
|
+$812K
|
+18,163
|
+263%
|
|
|
14
|
SageView Advisory Group
Newport Beach,
California
|
$762K
|
-$2.59K
|
-58
|
-0.3%
|
|
|
15
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$718K
|
+$16.5K
|
+370
|
+2%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$706K
|
-$494K
|
-11,051
|
-41%
|
|
|
17
|
Quantinno Capital Management
New York
|
$689K
|
+$708K
|
+15,832
|
New
|
|
|
18
|
Magnus Financial Group
New York
|
$664K
|
-$10.5K
|
-235
|
-2%
|
|
|
19
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$660K
|
+$678K
|
+15,169
|
New
|
|
|
20
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$660K
|
+$678K
|
+15,169
|
New
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$650K
|
+$667K
|
+14,922
|
New
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$637K
|
-$78.3K
|
-1,752
|
-11%
|
|
|
23
|
Beta Wealth Group
San Diego,
California
|
$623K
|
-$26.1K
|
-583
|
-4%
|
|
|
24
|
Eley Financial Management
South Burlington,
Vermont
|
$593K
|
+$143K
|
+3,207
|
+31%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$581K
|
+$1.65K
|
+37
|
+0.3%
|
|
