|
26
|
Aspiriant LLC
Los Angeles,
California
|
$3.2M
|
–
|
–
|
–
|
|
|
27
|
Krilogy Financial
St. Louis,
Missouri
|
$3.02M
|
+$1.56K
|
+61
|
+0.1%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$3M
|
+$238K
|
+9,296
|
+9%
|
|
|
29
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$2.81M
|
+$7.31K
|
+286
|
+0.3%
|
|
|
30
|
WrapManager Inc
Mill Valley,
California
|
$2.29M
|
-$256K
|
-10,029
|
-10%
|
|
|
31
|
Bluefin Capital Management
New York
|
$2.02M
|
+$2.01M
|
+78,693
|
New
|
|
|
32
|
Lyell Wealth Management
Menlo Park,
California
|
$1.94M
|
+$1.08M
|
+42,450
|
+129%
|
|
|
33
|
Sandy Spring Bank
Olney,
Maryland
|
$1.9M
|
+$241K
|
+9,425
|
+15%
|
|
|
34
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$1.85M
|
+$1.84M
|
+72,168
|
New
|
|
|
35
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.77M
|
–
|
–
|
–
|
|
|
36
|
Private Advisor Group
Morristown,
New Jersey
|
$1.74M
|
+$1.73M
|
+67,570
|
New
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$1.72M
|
+$142K
|
+5,538
|
+9%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$1.3M
|
+$402K
|
+15,744
|
+45%
|
|
|
39
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$1.3M
|
+$9.2K
|
+360
|
+0.7%
|
|
|
40
|
Capital One Investing
Mclean,
Virginia
|
$1.24M
|
-$1.17M
|
-45,898
|
Closed
|
|
|
41
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.22M
|
+$728K
|
+28,500
|
+150%
|
|
|
42
|
Mercer Global Advisors
Denver,
Colorado
|
$1.15M
|
+$1.14M
|
+44,791
|
New
|
|
|
43
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.13M
|
-$13.6K
|
-532
|
-1%
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.13M
|
+$354K
|
+13,842
|
+46%
|
|
|
45
|
Hilltop Holdings
Dallas,
Texas
|
$1.01M
|
-$15K
|
-587
|
-1%
|
|
|
46
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$979K
|
+$6.24K
|
+244
|
+0.6%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$917K
|
+$154K
|
+6,016
|
+20%
|
|
|
48
|
Proficio Capital Partners
Newton,
Massachusetts
|
$913K
|
–
|
–
|
–
|
|
|
49
|
Cetera Advisors
Denver,
Colorado
|
$834K
|
–
|
–
|
–
|
|
|
50
|
Bank of New York Mellon
New York
|
$800K
|
+$261K
|
+10,233
|
+49%
|
|
