|
51
|
Cetera Advisor Networks
El Segundo,
California
|
$1.94M
|
+$1.62M
|
+28,268
|
+243%
|
|
|
52
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.81M
|
+$40.8K
|
+710
|
+2%
|
|
|
53
|
Destination Wealth Management
Walnut Creek,
California
|
$1.77M
|
-$1.28M
|
-22,234
|
-38%
|
|
|
54
|
Cribstone Capital Management
Augusta,
Maine
|
$1.77M
|
+$158K
|
+2,744
|
+8%
|
|
|
55
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.74M
|
+$37.8K
|
+658
|
+2%
|
|
|
56
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.73M
|
+$2.06M
|
+35,960
|
New
|
|
|
57
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.63M
|
-$416K
|
-7,246
|
-18%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.62M
|
-$112K
|
-1,942
|
-6%
|
|
|
59
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.61M
|
+$357K
|
+6,216
|
+23%
|
|
|
60
|
Mercer Global Advisors
Denver,
Colorado
|
$1.6M
|
+$366K
|
+6,370
|
+24%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$1.58M
|
+$818K
|
+14,246
|
+78%
|
|
|
62
|
Snowden Capital Advisors
New York
|
$1.58M
|
-$35.5K
|
-618
|
-2%
|
|
|
63
|
Columbia Trust
Portland,
Oregon
|
$1.57M
|
+$489K
|
+8,520
|
+36%
|
|
|
64
|
Evercore Wealth Management
New York
|
$1.55M
|
–
|
–
|
–
|
|
|
65
|
Financial Insights
Tacoma,
Washington
|
$1.5M
|
+$28.8K
|
+502
|
+2%
|
|
|
66
|
HeadInvest LLC
Portland,
Maine
|
$1.49M
|
+$137K
|
+2,390
|
+8%
|
|
|
67
|
KeyBank National Association
Cleveland,
Ohio
|
$1.49M
|
-$685K
|
-11,930
|
-28%
|
|
|
68
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.48M
|
+$74.5K
|
+1,298
|
+4%
|
|
|
69
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.46M
|
–
|
–
|
–
|
|
|
70
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.42M
|
+$218K
|
+3,792
|
+15%
|
|
|
71
|
DeDora Capital
Napa,
California
|
$1.38M
|
+$7.81K
|
+136
|
+0.5%
|
|
|
72
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.38M
|
+$238K
|
+4,140
|
+17%
|
|
|
73
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.37M
|
+$47.5K
|
+828
|
+3%
|
|
|
74
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.36M
|
+$224K
|
+3,898
|
+15%
|
|
|
75
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.33M
|
+$8.5K
|
+148
|
+0.5%
|
|
