|
26
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.25M
|
-$211K
|
-3,457
|
-8%
|
|
|
27
|
Bailard
Foster City,
California
|
$2.15M
|
+$2.29M
|
+37,541
|
New
|
|
|
28
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.03M
|
-$282K
|
-4,621
|
-12%
|
|
|
29
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.88M
|
+$2M
|
+32,799
|
New
|
|
|
30
|
US Bancorp
Minneapolis,
Minnesota
|
$1.72M
|
–
|
–
|
–
|
|
|
31
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.65M
|
+$1.75M
|
+28,718
|
New
|
|
|
32
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.61M
|
+$760K
|
+12,455
|
+80%
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.58M
|
+$1.23M
|
+20,165
|
+274%
|
|
|
34
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.47M
|
-$204K
|
-3,350
|
-12%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.39M
|
+$31.1K
|
+509
|
+2%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$1.37M
|
+$11.2K
|
+183
|
+0.8%
|
|
|
37
|
New Capital Management
Houston,
Texas
|
$1.28M
|
–
|
–
|
–
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.17M
|
-$11.2K
|
-184
|
-0.9%
|
|
|
39
|
Franklin Resources
San Mateo,
California
|
$1.17M
|
+$377K
|
+6,176
|
+43%
|
|
|
40
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.15M
|
+$48.2K
|
+790
|
+4%
|
|
|
41
|
Maryland Capital Management
Towson,
Maryland
|
$1.07M
|
+$1.14M
|
+18,702
|
New
|
|
|
42
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.02M
|
+$19.2K
|
+315
|
+2%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$966K
|
+$203K
|
+3,322
|
+25%
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
$922K
|
+$5.37K
|
+88
|
+0.6%
|
|
|
45
|
Park Avenue Securities
New York
|
$893K
|
+$10.5K
|
+172
|
+1%
|
|
|
46
|
WealthSource Partners
San Luis Obispo,
California
|
$849K
|
+$904K
|
+14,807
|
New
|
|
|
47
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$746K
|
+$671
|
+11
|
+0.1%
|
|
|
48
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$663K
|
-$244
|
-4
|
-0%
|
|
|
49
|
Cetera Advisor Networks
El Segundo,
California
|
$629K
|
+$44.7K
|
+733
|
+7%
|
|
|
50
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$618K
|
-$560K
|
-9,178
|
-46%
|
|
