|
51
|
Park Avenue Securities
New York
|
$6.49M
|
-$1.89M
|
-40,217
|
-23%
|
|
|
52
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.13M
|
-$1.44M
|
-30,503
|
-19%
|
|
|
53
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$5.91M
|
-$138K
|
-2,931
|
-2%
|
|
|
54
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$5.88M
|
+$602K
|
+12,787
|
+11%
|
|
|
55
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$5.74M
|
+$686K
|
+14,586
|
+14%
|
|
|
56
|
One Wealth Advisors
San Francisco,
California
|
$5.58M
|
+$28.5K
|
+605
|
+0.5%
|
|
|
57
|
SageView Advisory Group
Newport Beach,
California
|
$5.57M
|
+$3.28M
|
+69,726
|
New
|
|
|
58
|
HighTower Advisors
Chicago,
Illinois
|
$5.54M
|
+$852K
|
+18,106
|
+18%
|
|
|
59
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.86M
|
+$364K
|
+7,733
|
+8%
|
|
|
60
|
Sand Hill Global Advisors
Palo Alto,
California
|
$4.66M
|
+$2.42M
|
+51,462
|
+108%
|
|
|
61
|
Fidelity Investments
Boston,
Massachusetts
|
$4.52M
|
+$309K
|
+6,564
|
+7%
|
|
|
62
|
EP Wealth Advisors
Torrance,
California
|
$4.22M
|
-$171K
|
-3,627
|
-4%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$3.92M
|
+$280K
|
+5,943
|
+8%
|
|
|
64
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.71M
|
+$471
|
+10
|
+0%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$3.62M
|
+$57.2K
|
+1,215
|
+2%
|
|
|
66
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.59M
|
+$42.4K
|
+901
|
+1%
|
|
|
67
|
Atria Wealth Solutions
New York
|
$3.58M
|
-$387K
|
-8,234
|
-10%
|
|
|
68
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.58M
|
+$48.7K
|
+1,035
|
+1%
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$3.55M
|
+$2.5M
|
+53,100
|
+237%
|
|
|
70
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$3.28M
|
-$81.3K
|
-1,728
|
-2%
|
|
|
71
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.2M
|
+$119K
|
+2,538
|
+4%
|
|
|
72
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$3.11M
|
+$331K
|
+7,030
|
+12%
|
|
|
73
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$3.06M
|
-$631K
|
-13,406
|
-17%
|
|
|
74
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.06M
|
–
|
–
|
–
|
|
|
75
|
Trilogy Capital
Irvine,
California
|
$3.01M
|
-$150K
|
-3,186
|
-5%
|
|
