|
26
|
Wells Fargo
San Francisco,
California
|
$2.16M
|
+$93.9K
|
+1,032
|
+5%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.01M
|
+$172K
|
+1,894
|
+10%
|
|
|
28
|
Franklin Resources
San Mateo,
California
|
$1.48M
|
+$94.6K
|
+1,040
|
+7%
|
|
|
29
|
HeadInvest LLC
Portland,
Maine
|
$1.38M
|
–
|
–
|
–
|
|
|
30
|
Sincerus Advisory
New York
|
$1.21M
|
+$3.18K
|
+35
|
+0.3%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$1.12M
|
+$1.09M
|
+11,947
|
New
|
|
|
32
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.08M
|
+$153K
|
+1,677
|
+17%
|
|
|
33
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$1.06M
|
-$45.5K
|
-500
|
-4%
|
|
|
34
|
Raymond James Financial
St Petersburg,
Florida
|
$1.06M
|
+$4.82K
|
+53
|
+0.5%
|
|
|
35
|
Carson Advisory
Athens,
Georgia
|
$1.04M
|
-$18.2K
|
-200
|
-2%
|
|
|
36
|
Farther Finance Advisors
San Francisco,
California
|
$839K
|
+$273
|
+3
|
+0%
|
|
|
37
|
Sonoma Private Wealth
Sonoma,
California
|
$805K
|
-$130K
|
-1,428
|
-14%
|
|
|
38
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$745K
|
-$25.3K
|
-278
|
-3%
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$745K
|
-$18.5K
|
-203
|
-2%
|
|
|
40
|
Silvercrest Asset Management
New York
|
$713K
|
–
|
–
|
–
|
|
|
41
|
Caprock Group
Boise,
Idaho
|
$660K
|
+$655K
|
+7,205
|
New
|
|
|
42
|
Nottingham Advisors
Amherst,
New York
|
$624K
|
-$33.7K
|
-371
|
-5%
|
|
|
43
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$581K
|
+$563K
|
+6,189
|
New
|
|
|
44
|
Gibson Capital
Wexford,
Pennsylvania
|
$577K
|
–
|
–
|
–
|
|
|
45
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$568K
|
-$19.7K
|
-217
|
-3%
|
|
|
46
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$537K
|
–
|
–
|
–
|
|
|
47
|
Ameriprise
Minneapolis,
Minnesota
|
$495K
|
-$45.6K
|
-501
|
-9%
|
|
|
48
|
Portland Global Advisors
Portland,
Maine
|
$458K
|
–
|
–
|
–
|
|
|
49
|
Equitable Trust
Nashville,
Tennessee
|
$448K
|
–
|
–
|
–
|
|
|
50
|
|
$432K
|
+$51.8K
|
+570
|
+14%
|
|
