|
26
|
Evanson Asset Management
Carmel,
California
|
$5.62M
|
-$80.9K
|
-1,062
|
-1%
|
|
|
27
|
Collective Family Office
York,
Pennsylvania
|
$5.1M
|
+$884K
|
+11,612
|
+20%
|
|
|
28
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.05M
|
-$73.5K
|
-965
|
-1%
|
|
|
29
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.73M
|
+$349K
|
+4,582
|
+8%
|
|
|
30
|
JD Financial Services
Carlisle,
Pennsylvania
|
$4.68M
|
+$258K
|
+3,386
|
+6%
|
|
|
31
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.61M
|
-$639K
|
-8,387
|
-12%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$4.5M
|
-$69.5K
|
-913
|
-1%
|
|
|
33
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.48M
|
+$69.2K
|
+909
|
+2%
|
|
|
34
|
Ritholtz Wealth Management
New York
|
$4.3M
|
-$79.6K
|
-1,046
|
-2%
|
|
|
35
|
Telos Capital Management
San Diego,
California
|
$4.25M
|
+$204K
|
+2,680
|
+5%
|
|
|
36
|
Neumann Capital Management
Foster City,
California
|
$4.23M
|
+$217K
|
+2,854
|
+5%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$4.22M
|
+$965K
|
+12,679
|
+29%
|
|
|
38
|
McLean Asset Management
Tysons,
Virginia
|
$4.18M
|
-$39.2K
|
-515
|
-0.9%
|
|
|
39
|
Beacon Financial Group
Dallas,
Texas
|
$4.08M
|
+$1.22K
|
+16
|
+0%
|
|
|
40
|
Wealth Architects
Mountain View,
California
|
$4.04M
|
-$25.1K
|
-330
|
-0.6%
|
|
|
41
|
Merriman Wealth Management
Seattle,
Washington
|
$4.01M
|
+$4.11M
|
+54,043
|
New
|
|
|
42
|
Park Avenue Securities
New York
|
$4M
|
+$895K
|
+11,756
|
+28%
|
|
|
43
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$3.79M
|
+$125K
|
+1,636
|
+3%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.71M
|
-$176K
|
-2,316
|
-4%
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$3.43M
|
+$573K
|
+7,531
|
+19%
|
|
|
46
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$2.98M
|
-$11.9K
|
-156
|
-0.4%
|
|
|
47
|
Empirical Wealth Management
Seattle,
Washington
|
$2.93M
|
-$31.9K
|
-419
|
-1%
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.93M
|
+$3.01M
|
+39,493
|
New
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$2.89M
|
+$82.1K
|
+1,079
|
+3%
|
|
|
50
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.89M
|
-$9.14K
|
-120
|
-0.3%
|
|
