|
26
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.38M
|
+$3.52M
|
+190,000
|
New
|
|
|
27
|
Veritable
Wilmington,
Delaware
|
$2.77M
|
-$700K
|
-37,840
|
-20%
|
|
|
28
|
Advisory Services & Investments
Bend,
Oregon
|
$2.68M
|
-$19.7K
|
-1,064
|
-0.7%
|
|
|
29
|
Commerce Bank
Kansas City,
Missouri
|
$2.62M
|
-$7.07K
|
-382
|
-0.3%
|
|
|
30
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.57M
|
+$13.8K
|
+748
|
+0.5%
|
|
|
31
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$2.5M
|
-$157K
|
-8,473
|
-6%
|
|
|
32
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.22M
|
+$51.8K
|
+2,800
|
+2%
|
|
|
33
|
Stelac Advisory Services
New York
|
$2.22M
|
–
|
–
|
–
|
|
|
34
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.21M
|
+$222K
|
+12,019
|
+12%
|
|
|
35
|
|
$1.96M
|
-$12.8K
|
-690
|
-0.6%
|
|
|
36
|
Miller Howard Investments
Kingston,
New York
|
$1.93M
|
+$2M
|
+108,128
|
New
|
|
|
37
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$1.84M
|
+$1.91M
|
+103,117
|
New
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$1.8M
|
+$130K
|
+7,053
|
+7%
|
|
|
39
|
Arlington Partners
Birmingham,
Alabama
|
$1.79M
|
-$9.3M
|
-502,591
|
-83%
|
|
|
40
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.75M
|
+$1.81M
|
+98,011
|
New
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
$1.7M
|
-$2.7K
|
-146
|
-0.2%
|
|
|
42
|
New England Asset Management
Farmington,
Connecticut
|
$1.65M
|
–
|
–
|
–
|
|
|
43
|
Peak Asset Management
Louisville,
Colorado
|
$1.58M
|
+$115K
|
+6,225
|
+8%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$1.56M
|
-$30.8K
|
-1,666
|
-2%
|
|
|
45
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.54M
|
-$163K
|
-8,807
|
-9%
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
$1.38M
|
+$1.19M
|
+64,152
|
+474%
|
|
|
47
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.37M
|
+$165K
|
+8,925
|
+13%
|
|
|
48
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.35M
|
+$118K
|
+6,394
|
+9%
|
|
|
49
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.33M
|
+$1.39M
|
+74,969
|
New
|
|
|
50
|
Rockefeller Capital Management
New York
|
$1.21M
|
–
|
–
|
–
|
|
