|
51
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$432K
|
–
|
–
|
–
|
|
|
52
|
First American Trust
Santa Ana,
California
|
$375K
|
-$43.1K
|
-2,900
|
-10%
|
|
|
53
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$367K
|
+$112K
|
+7,511
|
+44%
|
|
|
54
|
Coe Capital Management
Highland Park,
Illinois
|
$344K
|
–
|
–
|
–
|
|
|
55
|
|
$343K
|
+$342K
|
+23,039
|
New
|
|
|
56
|
Evergreen Capital Management
Bellevue,
Washington
|
$340K
|
–
|
–
|
–
|
|
|
57
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$337K
|
+$2.84K
|
+191
|
+0.9%
|
|
|
58
|
Ackerman Capital Advisors
Dallas,
Texas
|
$334K
|
+$333K
|
+22,432
|
New
|
|
|
59
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$290K
|
+$17K
|
+1,142
|
+6%
|
|
|
61
|
United Capital Financial Advisors
Irving,
Texas
|
$288K
|
-$1.59K
|
-107
|
-0.5%
|
|
|
62
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$284K
|
–
|
–
|
–
|
|
|
63
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$276K
|
–
|
–
|
–
|
|
|
64
|
Mercer Global Advisors
Denver,
Colorado
|
$265K
|
-$16.2K
|
-1,091
|
-6%
|
|
|
65
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$265K
|
-$7.33K
|
-493
|
-3%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$265K
|
–
|
–
|
–
|
|
|
67
|
World Investment Advisors
Santa Barbara,
California
|
$259K
|
–
|
–
|
–
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$255K
|
+$255K
|
+17,179
|
New
|
|
|
69
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$252K
|
+$128K
|
+8,600
|
+103%
|
|
|
70
|
Advisor Group
Phoenix,
Arizona
|
$241K
|
-$82.4K
|
-5,546
|
-26%
|
|
|
71
|
Winfield Associates
Cleveland,
Ohio
|
$232K
|
+$1.49K
|
+100
|
+0.6%
|
|
|
72
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$225K
|
-$64.5K
|
-4,342
|
-22%
|
|
|
73
|
Choate Investment Advisors
Boston,
Massachusetts
|
$208K
|
–
|
–
|
–
|
|
|
74
|
Chapwood Capital Investment Management
Plano,
Texas
|
$203K
|
+$202K
|
+13,627
|
New
|
|
|
75
|
Centaurus Financial
Anaheim,
California
|
$199K
|
–
|
–
|
–
|
|
