|
26
|
Merriman Wealth Management
Seattle,
Washington
|
$4.2M
|
+$2.31M
|
+38,000
|
+127%
|
|
|
27
|
Stevard LLC
Chicago,
Illinois
|
$4.12M
|
+$4.05M
|
+66,612
|
New
|
|
|
28
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.09M
|
+$223K
|
+3,663
|
+6%
|
|
|
29
|
Snowden Capital Advisors
New York
|
$4.09M
|
+$1.9M
|
+31,193
|
+89%
|
|
|
30
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.99M
|
-$59K
|
-971
|
-1%
|
|
|
31
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.81M
|
+$33K
|
+543
|
+0.9%
|
|
|
32
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.54M
|
+$112K
|
+1,842
|
+3%
|
|
|
33
|
Garde Capital
Seattle,
Washington
|
$3.54M
|
-$555K
|
-9,135
|
-14%
|
|
|
34
|
Tiedemann Advisors
New York
|
$3.31M
|
+$3.25M
|
+53,535
|
New
|
|
|
35
|
Avantax Advisory Services
Dallas,
Texas
|
$2.92M
|
+$2.87M
|
+47,265
|
New
|
|
|
36
|
First Horizon Corporation
Memphis,
Tennessee
|
$2.6M
|
+$2.55M
|
+41,990
|
New
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.54M
|
+$402K
|
+6,606
|
+19%
|
|
|
38
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$2.53M
|
-$1.31M
|
-21,500
|
-34%
|
|
|
39
|
Retirement Capital Strategies
San Jose,
California
|
$2.52M
|
+$1.37M
|
+22,508
|
+117%
|
|
|
40
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.45M
|
+$2.4M
|
+39,545
|
New
|
|
|
41
|
Webster Bank
Waterbury,
Connecticut
|
$2.35M
|
–
|
–
|
–
|
|
|
42
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.28M
|
+$207K
|
+3,401
|
+10%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17M
|
+$444K
|
+7,301
|
+26%
|
|
|
44
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.11M
|
+$1.25M
|
+20,519
|
+151%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.03M
|
+$572K
|
+9,415
|
+40%
|
|
|
46
|
CPWM LLC
Seattle,
Washington
|
$2.02M
|
–
|
–
|
–
|
|
|
47
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.88M
|
+$579K
|
+9,520
|
+46%
|
|
|
48
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.83M
|
+$1.09M
|
+17,890
|
+152%
|
|
|
49
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.82M
|
–
|
–
|
–
|
|
|
50
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.81M
|
+$746K
|
+12,273
|
+72%
|
|
