|
26
|
Wells Fargo
San Francisco,
California
|
$2.35M
|
-$100K
|
-4,558
|
-4%
|
|
|
27
|
Mayport LLC
Newton,
Massachusetts
|
$2.09M
|
–
|
–
|
–
|
|
|
28
|
Perigon Wealth Management
San Francisco,
California
|
$2.03M
|
+$182K
|
+8,263
|
+10%
|
|
|
29
|
|
$2M
|
-$561K
|
-25,526
|
-22%
|
|
|
30
|
UMB Bank
Kansas City,
Missouri
|
$1.89M
|
-$31K
|
-1,413
|
-2%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$1.82M
|
-$45.7K
|
-2,080
|
-2%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$1.8M
|
+$12.3K
|
+562
|
+0.7%
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$1.67M
|
-$1.56M
|
-71,047
|
-49%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$1.55M
|
-$34.4K
|
-1,566
|
-2%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.3M
|
+$1.28M
|
+58,361
|
New
|
|
|
36
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.23M
|
+$3.16K
|
+144
|
+0.3%
|
|
|
37
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.1M
|
+$115K
|
+5,248
|
+12%
|
|
|
38
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.08M
|
+$1.06M
|
+48,367
|
New
|
|
|
39
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.07M
|
-$28.2K
|
-1,284
|
-3%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.04M
|
+$992K
|
+45,146
|
+2,736%
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$956K
|
-$170K
|
-7,751
|
-15%
|
|
|
42
|
|
$947K
|
+$620K
|
+28,224
|
+197%
|
|
|
43
|
Wealthfront Advisers
Palo Alto,
California
|
$938K
|
-$38.7K
|
-1,763
|
-4%
|
|
|
44
|
Atria Investments
Charlotte,
North Carolina
|
$886K
|
+$874K
|
+39,800
|
New
|
|
|
45
|
Allworth Financial
Folsom,
California
|
$824K
|
-$41.3K
|
-1,881
|
-5%
|
|
|
46
|
SageView Advisory Group
Newport Beach,
California
|
$795K
|
-$22.2K
|
-1,012
|
-3%
|
|
|
47
|
Cantor Fitzgerald Investment Advisors
New York
|
$790K
|
-$117K
|
-5,311
|
-13%
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$769K
|
-$13.9K
|
-633
|
-2%
|
|
|
49
|
Gitterman Wealth Management
Edison,
New Jersey
|
$762K
|
-$10.6K
|
-483
|
-1%
|
|
|
50
|
|
$755K
|
+$1.49K
|
+68
|
+0.2%
|
|
