|
51
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$7.55M
|
+$3M
|
+28,614
|
+70%
|
|
|
52
|
Comerica Bank
Dallas,
Texas
|
$7.32M
|
-$197K
|
-1,875
|
-3%
|
|
|
53
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$6.98M
|
-$30.9K
|
-295
|
-0.5%
|
|
|
54
|
SageView Advisory Group
Newport Beach,
California
|
$6.92M
|
-$400K
|
-3,819
|
-6%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$6.87M
|
+$304K
|
+2,902
|
+5%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.53M
|
+$182K
|
+1,737
|
+3%
|
|
|
57
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$6.34M
|
+$695K
|
+6,625
|
+13%
|
|
|
58
|
Cresset Asset Management
Chicago,
Illinois
|
$6.13M
|
–
|
–
|
–
|
|
|
59
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$5.79M
|
-$167K
|
-1,596
|
-3%
|
|
|
60
|
Perigon Wealth Management
San Francisco,
California
|
$5.74M
|
+$1.35M
|
+12,869
|
+32%
|
|
|
61
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.64M
|
-$83.2K
|
-794
|
-2%
|
|
|
62
|
Brio Consultants
San Francisco,
California
|
$5.62M
|
+$122K
|
+1,162
|
+2%
|
|
|
63
|
One Wealth Advisors
San Francisco,
California
|
$5.55M
|
-$735K
|
-7,007
|
-12%
|
|
|
64
|
SOA Wealth Advisors
New York
|
$5.49M
|
-$163K
|
-1,551
|
-3%
|
|
|
65
|
DOHJ LLC
Seattle,
Washington
|
$5.35M
|
+$203K
|
+1,939
|
+4%
|
|
|
66
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.97M
|
+$1.93M
|
+18,392
|
+67%
|
|
|
67
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.79M
|
-$336K
|
-3,201
|
-7%
|
|
|
68
|
United Capital Financial Advisors
Irving,
Texas
|
$4.75M
|
-$403K
|
-3,840
|
-8%
|
|
|
69
|
HeadInvest LLC
Portland,
Maine
|
$4.72M
|
+$37.6K
|
+359
|
+0.8%
|
|
|
70
|
AssetMark Inc
Concord,
California
|
$4.56M
|
+$269K
|
+2,568
|
+7%
|
|
|
71
|
Stifel Financial
St. Louis,
Missouri
|
$4.54M
|
+$145K
|
+1,384
|
+3%
|
|
|
72
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.48M
|
-$4.53M
|
-43,212
|
-51%
|
|
|
73
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.46M
|
-$6.38M
|
-60,886
|
-60%
|
|
|
74
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.43M
|
-$534K
|
-5,092
|
-11%
|
|
|
75
|
One Capital Management
Westlake Village,
California
|
$4.38M
|
+$25.9K
|
+247
|
+0.6%
|
|
