|
26
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.79M
|
-$16.8K
|
-446
|
-0.9%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.67M
|
+$9.44K
|
+251
|
+0.6%
|
|
|
28
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.57M
|
-$1.75M
|
-46,471
|
-52%
|
|
|
29
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.37M
|
-$4.14K
|
-110
|
-0.3%
|
|
|
30
|
|
$1.2M
|
+$32.2K
|
+857
|
+3%
|
|
|
31
|
Westfuller Advisors
New York
|
$1.17M
|
+$8.61K
|
+229
|
+0.7%
|
|
|
32
|
Raymond James Financial
St Petersburg,
Florida
|
$1.15M
|
+$52.5K
|
+1,396
|
+5%
|
|
|
33
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.13M
|
-$18.8K
|
-499
|
-2%
|
|
|
34
|
Choreo LLC
Rockford,
Illinois
|
$1.03M
|
–
|
–
|
–
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$986K
|
-$81.4K
|
-2,163
|
-7%
|
|
|
36
|
Cascade Financial Partners
San Diego,
California
|
$918K
|
–
|
–
|
–
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$848K
|
–
|
–
|
–
|
|
|
38
|
&Partners
Nashville,
Tennessee
|
$817K
|
+$400K
|
+10,626
|
+92%
|
|
|
39
|
Whittier Trust
South Pasadena,
California
|
$815K
|
–
|
–
|
–
|
|
|
40
|
Concurrent Investment Advisors
Tampa,
Florida
|
$773K
|
+$128K
|
+3,400
|
+19%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$768K
|
–
|
–
|
–
|
|
|
42
|
HM Payson & Co
Portland,
Maine
|
$742K
|
+$497K
|
+13,226
|
+190%
|
|
|
43
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$734K
|
-$5.27K
|
-140
|
-0.7%
|
|
|
44
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$694K
|
-$41.2M
|
-1,096,147
|
-98%
|
|
|
45
|
Cerity Partners Retirement Plan Advisors
New York
|
$678K
|
+$724K
|
+19,239
|
New
|
|
|
46
|
Vontobel Holding
Zurich,
Switzerland
|
$641K
|
–
|
–
|
–
|
|
|
47
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$582K
|
-$65.7K
|
-1,748
|
-10%
|
|
|
48
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$581K
|
-$8.65K
|
-230
|
-1%
|
|
|
49
|
Equitable Holdings
New York
|
$543K
|
+$31.6K
|
+839
|
+6%
|
|
|
50
|
Golden State Equity Partners
South Coast Metro,
California
|
$490K
|
+$501K
|
+13,327
|
New
|
|
