|
26
|
Advisory Services & Investments
Bend,
Oregon
|
$3.13M
|
-$23K
|
-1,144
|
-0.8%
|
|
|
27
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.04M
|
+$21.4K
|
+1,067
|
+0.7%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.9M
|
-$1.27M
|
-63,434
|
-31%
|
|
|
29
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.68M
|
+$114K
|
+5,652
|
+5%
|
|
|
30
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.55M
|
-$58.7K
|
-2,925
|
-2%
|
|
|
31
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$2.45M
|
-$470K
|
-23,410
|
-17%
|
|
|
32
|
Stelac Advisory Services
New York
|
$2.42M
|
-$181K
|
-9,019
|
-7%
|
|
|
33
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.41M
|
+$2.31M
|
+115,257
|
New
|
|
|
34
|
Peak Asset Management
Louisville,
Colorado
|
$2.04M
|
+$176K
|
+8,777
|
+10%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$1.99M
|
–
|
–
|
–
|
|
|
36
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.98M
|
-$64.7K
|
-3,221
|
-3%
|
|
|
37
|
New England Asset Management
Farmington,
Connecticut
|
$1.94M
|
–
|
–
|
–
|
|
|
38
|
Atria Wealth Solutions
New York
|
$1.85M
|
+$1.78M
|
+88,643
|
New
|
|
|
39
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.78M
|
-$31.8K
|
-1,585
|
-2%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$1.74M
|
-$360K
|
-17,936
|
-18%
|
|
|
41
|
Kestra Advisory Services
Austin,
Texas
|
$1.57M
|
-$259K
|
-12,900
|
-15%
|
|
|
42
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.54M
|
-$21.7K
|
-1,079
|
-1%
|
|
|
43
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.54M
|
-$42.9K
|
-2,135
|
-3%
|
|
|
44
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.52M
|
-$86K
|
-4,284
|
-6%
|
|
|
45
|
Greytown Advisors
Miami,
Florida
|
$1.5M
|
-$2.59M
|
-129,119
|
-64%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$1.41M
|
-$13.6K
|
-678
|
-1%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$1.36M
|
+$75.5K
|
+3,758
|
+6%
|
|
|
48
|
Stone Summit Wealth
Miami,
Florida
|
$1.24M
|
+$238K
|
+11,875
|
+25%
|
|
|
49
|
Veritable
Wilmington,
Delaware
|
$1.19M
|
-$1.97M
|
-98,289
|
-63%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.03M
|
+$184K
|
+9,156
|
+26%
|
|
