|
26
|
Bruce G. Allen Investments
Denver,
Colorado
|
$2.57M
|
+$55.5K
|
+1,702
|
+2%
|
|
|
27
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.53M
|
-$432K
|
-13,262
|
-14%
|
|
|
28
|
Washington Trust Bank
Spokane,
Washington
|
$2.35M
|
-$3.13M
|
-96,081
|
-57%
|
|
|
29
|
RiverGlades Family Offices
Naples,
Florida
|
$2.3M
|
+$35.5K
|
+1,090
|
+2%
|
|
|
30
|
Sharper & Granite
El Segundo,
California
|
$2.24M
|
+$37.4K
|
+1,148
|
+2%
|
|
|
31
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.11M
|
-$70.3K
|
-2,158
|
-3%
|
|
|
32
|
|
$1.82M
|
-$388K
|
-11,907
|
-17%
|
|
|
33
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.63M
|
-$184K
|
-5,646
|
-10%
|
|
|
34
|
|
$1.61M
|
-$41.6K
|
-1,277
|
-2%
|
|
|
35
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.39M
|
+$153K
|
+4,704
|
+12%
|
|
|
36
|
AllSquare Wealth Management
Albany,
New York
|
$1.25M
|
+$21.5K
|
+659
|
+2%
|
|
|
37
|
|
$1.21M
|
-$73.6K
|
-2,258
|
-6%
|
|
|
38
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.15M
|
+$539K
|
+16,552
|
+85%
|
|
|
39
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$1.12M
|
+$1.18M
|
+36,080
|
New
|
|
|
40
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.12M
|
-$75.7K
|
-2,324
|
-6%
|
|
|
41
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$975K
|
-$5.7K
|
-175
|
-0.6%
|
|
|
42
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$957K
|
-$48.3K
|
-1,483
|
-5%
|
|
|
43
|
Atria Wealth Solutions
New York
|
$916K
|
-$7.2K
|
-221
|
-0.8%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$890K
|
-$45.9K
|
-1,410
|
-5%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$886K
|
-$3.68K
|
-113
|
-0.4%
|
|
|
46
|
Camelot Technology Advisors
San Francisco,
California
|
$854K
|
-$90.1K
|
-2,765
|
-9%
|
|
|
47
|
MONECO Advisors
Fairfield,
Connecticut
|
$842K
|
-$80.5K
|
-2,470
|
-9%
|
|
|
48
|
Insight Advisors
Newtown,
Pennsylvania
|
$836K
|
-$409K
|
-12,545
|
-32%
|
|
|
49
|
|
$816K
|
+$829K
|
+25,460
|
New
|
|
|
50
|
AllianceBernstein
Nashville,
Tennessee
|
$782K
|
–
|
–
|
–
|
|
