|
26
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$3.9M
|
-$194K
|
-2,489
|
-5%
|
|
|
27
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$3.64M
|
-$203K
|
-2,605
|
-5%
|
|
|
28
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$3.24M
|
-$1.02M
|
-13,148
|
-24%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
-$90.4K
|
-1,161
|
-3%
|
|
|
30
|
Family Wealth Partners
Matthews,
North Carolina
|
$3.06M
|
-$20.1K
|
-258
|
-0.7%
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$3.03M
|
-$469K
|
-6,025
|
-14%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$2.96M
|
-$348K
|
-4,465
|
-11%
|
|
|
33
|
Wealth Architects
Mountain View,
California
|
$2.76M
|
-$15.6K
|
-200
|
-0.6%
|
|
|
34
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.33M
|
+$5.68K
|
+73
|
+0.3%
|
|
|
35
|
Harbour Investments
Madison,
Wisconsin
|
$2.31M
|
+$87K
|
+1,118
|
+4%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$2.27M
|
-$29.7K
|
-382
|
-1%
|
|
|
37
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.24M
|
-$1.79K
|
-23
|
-0.1%
|
|
|
38
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$2.18M
|
-$68.1K
|
-875
|
-3%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$2.07M
|
-$224K
|
-2,875
|
-10%
|
|
|
40
|
Atria Investments
Charlotte,
North Carolina
|
$2.04M
|
+$69.1K
|
+887
|
+4%
|
|
|
41
|
|
$1.99M
|
+$49.6K
|
+637
|
+3%
|
|
|
42
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.97M
|
-$217K
|
-2,792
|
-10%
|
|
|
43
|
GHP Investment Advisors
Denver,
Colorado
|
$1.93M
|
-$63.7K
|
-818
|
-3%
|
|
|
44
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$1.93M
|
+$22K
|
+283
|
+1%
|
|
|
45
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.9M
|
+$157K
|
+2,022
|
+9%
|
|
|
46
|
McLean Asset Management
Tysons,
Virginia
|
$1.69M
|
-$42K
|
-539
|
-2%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$1.67M
|
+$1.64M
|
+21,058
|
New
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.67M
|
+$536K
|
+6,884
|
+49%
|
|
|
49
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$1.67M
|
+$20K
|
+257
|
+1%
|
|
|
50
|
Waverly Advisors
Birmingham,
Alabama
|
$1.63M
|
-$86.6K
|
-1,112
|
-5%
|
|
