|
26
|
Whittier Trust
South Pasadena,
California
|
$856K
|
–
|
–
|
–
|
|
|
27
|
Lockerman Financial Group
Newport Beach,
California
|
$848K
|
-$1.96K
|
-73
|
-0.2%
|
|
|
28
|
Oppenheimer Asset Management
New York
|
$804K
|
+$6.34K
|
+236
|
+0.7%
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$759K
|
+$124K
|
+4,605
|
+18%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$757K
|
+$279K
|
+10,405
|
+53%
|
|
|
31
|
Trust Company
Manhattan,
Kansas
|
$744K
|
-$28.8K
|
-1,073
|
-4%
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$720K
|
-$97.9K
|
-3,647
|
-11%
|
|
|
33
|
IMPACTfolio
Denver,
Colorado
|
$667K
|
+$15.1K
|
+562
|
+2%
|
|
|
34
|
CX Institutional
Auburn,
Indiana
|
$616K
|
+$4.16K
|
+155
|
+0.6%
|
|
|
35
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$597K
|
–
|
–
|
–
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$522K
|
-$52.5K
|
-1,955
|
-9%
|
|
|
37
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$490K
|
-$50.9K
|
-1,895
|
-9%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$453K
|
–
|
–
|
–
|
|
|
39
|
Avantax Advisory Services
Dallas,
Texas
|
$436K
|
+$51.7K
|
+1,925
|
+13%
|
|
|
40
|
Wealth Architects
Mountain View,
California
|
$417K
|
-$54
|
-2
|
-0%
|
|
|
41
|
Advisory Services Network
Atlanta,
Georgia
|
$346K
|
+$20.1K
|
+749
|
+6%
|
|
|
42
|
Advisornet Financial
Minnetonka,
Minnesota
|
$343K
|
+$25.8K
|
+962
|
+8%
|
|
|
43
|
Financial Insights
Tacoma,
Washington
|
$332K
|
+$353K
|
+13,149
|
New
|
|
|
44
|
US Bancorp
Minneapolis,
Minnesota
|
$331K
|
-$14K
|
-521
|
-4%
|
|
|
45
|
Moneywise Inc
Forest,
Virginia
|
$327K
|
+$348K
|
+12,959
|
New
|
|
|
46
|
Monterey Private Wealth
Monterey,
California
|
$325K
|
–
|
–
|
–
|
|
|
47
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$324K
|
+$345K
|
+12,847
|
New
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$273K
|
+$133K
|
+4,945
|
+84%
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$256K
|
+$273K
|
+10,169
|
New
|
|
|
50
|
WhitTier Trust Company
Reno,
Nevada
|
$254K
|
-$62.4K
|
-2,325
|
-19%
|
|
