|
51
|
EQ LLC
Bellevue,
Washington
|
$5.65M
|
+$96.4K
|
+1,445
|
+2%
|
|
|
52
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.39M
|
+$68.6K
|
+1,028
|
+1%
|
|
|
53
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$5.27M
|
–
|
–
|
–
|
|
|
54
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.21M
|
-$287K
|
-4,302
|
-5%
|
|
|
55
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.18M
|
-$1.28M
|
-19,207
|
-20%
|
|
|
56
|
Garde Capital
Seattle,
Washington
|
$5.08M
|
-$401K
|
-6,011
|
-7%
|
|
|
57
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.77M
|
-$1.46M
|
-21,916
|
-23%
|
|
|
58
|
BSW Wealth Partners
Boulder,
Colorado
|
$4.72M
|
+$4.78M
|
+71,716
|
New
|
|
|
59
|
Parallel Advisors
San Francisco,
California
|
$4.6M
|
-$451K
|
-6,768
|
-9%
|
|
|
60
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.43M
|
-$1.12M
|
-16,837
|
-20%
|
|
|
61
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.39M
|
+$2.92M
|
+43,734
|
+190%
|
|
|
62
|
Apexium Financial
Dallas,
Texas
|
$4.27M
|
+$3.46M
|
+51,934
|
+402%
|
|
|
63
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$4.26M
|
+$4.32M
|
+64,714
|
New
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.95M
|
+$104K
|
+1,562
|
+3%
|
|
|
65
|
Libra Wealth
Los Gatos,
California
|
$3.94M
|
+$13.4K
|
+201
|
+0.3%
|
|
|
66
|
Corient Private Wealth
Miami,
Florida
|
$3.94M
|
+$3.99M
|
+59,889
|
New
|
|
|
67
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.88M
|
+$190K
|
+2,841
|
+5%
|
|
|
68
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.77M
|
-$119K
|
-1,790
|
-3%
|
|
|
69
|
Veritable
Wilmington,
Delaware
|
$3.61M
|
+$1.47M
|
+22,033
|
+67%
|
|
|
70
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.52M
|
+$1.25M
|
+18,781
|
+54%
|
|
|
71
|
HighTower Advisors
Chicago,
Illinois
|
$3.48M
|
+$2.54M
|
+38,015
|
+256%
|
|
|
72
|
Regatta Capital Group
El Segundo,
California
|
$3.45M
|
+$397K
|
+5,946
|
+13%
|
|
|
73
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.2M
|
+$19.4K
|
+291
|
+0.6%
|
|
|
74
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$3.19M
|
+$3M
|
+44,952
|
New
|
|
|
75
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.15M
|
-$12.6K
|
-189
|
-0.4%
|
|
