|
51
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.4M
|
+$540K
|
+4,550
|
+3%
|
|
|
52
|
Caprock Group
Boise,
Idaho
|
$15.3M
|
-$1.98M
|
-16,665
|
-11%
|
|
|
53
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$14.7M
|
+$583K
|
+4,908
|
+4%
|
|
|
54
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$14.4M
|
+$356K
|
+3,000
|
+2%
|
|
|
55
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.8M
|
+$3.82M
|
+32,168
|
+35%
|
|
|
56
|
Miracle Mile Advisors
Los Angeles,
California
|
$13.6M
|
-$252K
|
-2,126
|
-2%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.8M
|
+$307K
|
+2,584
|
+2%
|
|
|
58
|
One Day In July LLC
Burlington,
Vermont
|
$12.5M
|
+$739K
|
+6,222
|
+6%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12M
|
+$403K
|
+3,392
|
+3%
|
|
|
60
|
SageView Advisory Group
Newport Beach,
California
|
$11.1M
|
+$64K
|
+539
|
+0.5%
|
|
|
61
|
Farrell Financial
Orchard Park,
New York
|
$11.1M
|
-$142K
|
-1,198
|
-1%
|
|
|
62
|
Cresset Asset Management
Chicago,
Illinois
|
$10.4M
|
+$87.6K
|
+738
|
+0.8%
|
|
|
63
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$10.4M
|
-$9.59M
|
-80,773
|
-47%
|
|
|
64
|
|
$10.2M
|
+$10.8M
|
+90,921
|
New
|
|
|
65
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$9.8M
|
+$615K
|
+5,180
|
+6%
|
|
|
66
|
CIBC Bancorp USA
Chicago,
Illinois
|
$9.67M
|
+$10.3M
|
+86,626
|
New
|
|
|
67
|
William Blair & Company
Chicago,
Illinois
|
$9.33M
|
+$352K
|
+2,966
|
+4%
|
|
|
68
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.12M
|
–
|
–
|
–
|
|
|
69
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$8.96M
|
+$5.58K
|
+47
|
+0.1%
|
|
|
70
|
Mercer Global Advisors
Denver,
Colorado
|
$8.84M
|
+$224K
|
+1,884
|
+2%
|
|
|
71
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$8.66M
|
-$510K
|
-4,293
|
-5%
|
|
|
72
|
Wells Fargo
San Francisco,
California
|
$8.37M
|
-$889K
|
-7,488
|
-9%
|
|
|
73
|
D.J. St. Germain
Springfield,
Massachusetts
|
$8M
|
+$208K
|
+1,753
|
+3%
|
|
|
74
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$7.76M
|
-$36.9K
|
-311
|
-0.4%
|
|
|
75
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$7.7M
|
+$278K
|
+2,343
|
+4%
|
|
