|
26
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$349K
|
+$346K
|
+14,485
|
New
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$345K
|
+$9.27K
|
+388
|
+3%
|
|
|
28
|
Abound Financial
Granite Bay,
California
|
$341K
|
-$93.3K
|
-3,905
|
-22%
|
|
|
29
|
Fairview Capital Investment Management
Greenbrae,
California
|
$333K
|
+$1.2K
|
+50
|
+0.4%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$329K
|
+$44.3K
|
+1,852
|
+16%
|
|
|
31
|
Live Oak Investment Partners
Austin,
Texas
|
$326K
|
+$324K
|
+13,556
|
New
|
|
|
32
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$325K
|
+$8.03K
|
+336
|
+3%
|
|
|
33
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$311K
|
+$1.53K
|
+64
|
+0.5%
|
|
|
34
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$300K
|
+$143
|
+6
|
+0%
|
|
|
35
|
Congress Wealth Management
Boston,
Massachusetts
|
$285K
|
+$29.5K
|
+1,235
|
+12%
|
|
|
36
|
Nottingham Advisors
Amherst,
New York
|
$279K
|
-$48.1K
|
-2,011
|
-15%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$278K
|
+$20.3K
|
+849
|
+8%
|
|
|
38
|
American Financial & Tax Strategies
New York
|
$266K
|
-$17.2K
|
-721
|
-6%
|
|
|
39
|
CWC Advisors
Lake Oswego,
Oregon
|
$252K
|
+$980
|
+41
|
+0.4%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$234K
|
+$232K
|
+9,709
|
New
|
|
|
41
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$222K
|
+$221K
|
+9,235
|
New
|
|
|
42
|
Verus Capital Partners
Scottsdale,
Arizona
|
$217K
|
+$215
|
+9
|
+0.1%
|
|
|
43
|
Adalta Capital Management
New York
|
$199K
|
–
|
–
|
–
|
|
|
44
|
First Pacific Financial
Vancouver,
Washington
|
$175K
|
-$75.2K
|
-3,147
|
-30%
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$144K
|
–
|
–
|
–
|
|
|
46
|
WealthShield Partners
Cary,
North Carolina
|
$120K
|
–
|
–
|
–
|
|
|
47
|
MAI Capital Management
Independence,
Ohio
|
$108K
|
+$7.43K
|
+311
|
+7%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$99.6K
|
+$24
|
+1
|
+0%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
-$3.75K
|
-157
|
-5%
|
|
|
50
|
AssetMark Inc
Concord,
California
|
$65K
|
–
|
–
|
–
|
|
