|
26
|
Comerica Bank
Dallas,
Texas
|
$5.29M
|
-$78.9K
|
-1,045
|
-1%
|
|
|
27
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.26M
|
+$75.2K
|
+996
|
+1%
|
|
|
28
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.15M
|
-$60.5K
|
-801
|
-1%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$4.6M
|
+$127K
|
+1,675
|
+3%
|
|
|
30
|
JD Financial Services
Carlisle,
Pennsylvania
|
$4.45M
|
+$3.96M
|
+52,485
|
+735%
|
|
|
31
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.44M
|
+$34K
|
+450
|
+0.8%
|
|
|
32
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.42M
|
+$285K
|
+3,778
|
+7%
|
|
|
33
|
Ritholtz Wealth Management
New York
|
$4.41M
|
-$6.8K
|
-90
|
-0.2%
|
|
|
34
|
Collective Family Office
York,
Pennsylvania
|
$4.26M
|
+$1.11M
|
+14,749
|
+35%
|
|
|
35
|
McLean Asset Management
Tysons,
Virginia
|
$4.17M
|
-$63.9K
|
-846
|
-1%
|
|
|
36
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$4.11M
|
+$4.15M
|
+55,000
|
New
|
|
|
37
|
Wealth Architects
Mountain View,
California
|
$4.09M
|
-$67.1K
|
-888
|
-2%
|
|
|
38
|
Telos Capital Management
San Diego,
California
|
$4.08M
|
+$40.2K
|
+532
|
+1%
|
|
|
39
|
Neumann Capital Management
Foster City,
California
|
$4.04M
|
+$121K
|
+1,606
|
+3%
|
|
|
40
|
Beacon Financial Group
Dallas,
Texas
|
$4.04M
|
-$44.3K
|
-587
|
-1%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.91M
|
+$109K
|
+1,447
|
+3%
|
|
|
42
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$3.69M
|
-$57K
|
-755
|
-2%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$3.3M
|
+$3.3M
|
+43,745
|
+9,489%
|
|
|
44
|
Park Avenue Securities
New York
|
$3.15M
|
+$939K
|
+12,438
|
+42%
|
|
|
45
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$3.01M
|
-$658K
|
-8,708
|
-18%
|
|
|
46
|
Empirical Wealth Management
Seattle,
Washington
|
$2.98M
|
+$345K
|
+4,574
|
+13%
|
|
|
47
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.91M
|
-$75.1K
|
-994
|
-2%
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$2.89M
|
+$196K
|
+2,596
|
+7%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$2.83M
|
-$537K
|
-7,111
|
-16%
|
|
|
50
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.68M
|
-$32.7K
|
-433
|
-1%
|
|
