|
26
|
Wells Fargo
San Francisco,
California
|
$2.52M
|
+$153K
|
+6,879
|
+7%
|
|
|
27
|
Retirement Capital Strategies
San Jose,
California
|
$2.41M
|
-$26.2K
|
-1,180
|
-1%
|
|
|
28
|
Silver Oak Advisory Group
Portland,
Oregon
|
$2.41M
|
-$260K
|
-11,675
|
-10%
|
|
|
29
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.31M
|
+$1.21M
|
+54,429
|
+113%
|
|
|
30
|
Mayport LLC
Newton,
Massachusetts
|
$2.11M
|
–
|
–
|
–
|
|
|
31
|
Financial Network Wealth Management
Draper,
Utah
|
$2.08M
|
+$2.07M
|
+92,974
|
New
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
-$418K
|
-18,789
|
-17%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$1.94M
|
+$122K
|
+5,489
|
+7%
|
|
|
34
|
UMB Bank
Kansas City,
Missouri
|
$1.92M
|
+$15.7K
|
+708
|
+0.8%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$1.74M
|
+$1.03M
|
+46,511
|
+151%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.68M
|
+$1.36M
|
+60,999
|
+435%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$1.53M
|
-$33.6K
|
-1,513
|
-2%
|
|
|
38
|
|
$1.22M
|
+$258K
|
+11,598
|
+27%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.18M
|
+$124K
|
+5,570
|
+12%
|
|
|
40
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.15M
|
+$35.4K
|
+1,590
|
+3%
|
|
|
41
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.07M
|
-$169K
|
-7,620
|
-14%
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$965K
|
+$467
|
+21
|
+0%
|
|
|
43
|
Atria Investments
Charlotte,
North Carolina
|
$955K
|
+$61K
|
+2,743
|
+7%
|
|
|
44
|
Wealthfront Advisers
Palo Alto,
California
|
$939K
|
-$7.14K
|
-321
|
-0.8%
|
|
|
45
|
Gitterman Wealth Management
Edison,
New Jersey
|
$825K
|
+$56.3K
|
+2,532
|
+7%
|
|
|
46
|
Cantor Fitzgerald Investment Advisors
New York
|
$819K
|
+$21.4K
|
+963
|
+3%
|
|
|
47
|
Allworth Financial
Folsom,
California
|
$818K
|
-$13.4K
|
-603
|
-2%
|
|
|
48
|
SageView Advisory Group
Newport Beach,
California
|
$814K
|
+$3.31K
|
+149
|
+0.4%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$766K
|
-$8.67K
|
-390
|
-1%
|
|
|
50
|
D.A. Davidson & Co
Great Falls,
Montana
|
$759K
|
+$5.27K
|
+237
|
+0.7%
|
|
