|
26
|
Bank of New York Mellon
New York
|
$3.52M
|
+$457K
|
+7,310
|
+14%
|
|
|
27
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.47M
|
-$317K
|
-5,071
|
-8%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.47M
|
+$1.13M
|
+18,099
|
+45%
|
|
|
29
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.38M
|
+$253K
|
+4,054
|
+8%
|
|
|
30
|
UMB Bank
Kansas City,
Missouri
|
$3.01M
|
+$488K
|
+7,810
|
+18%
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$2.85M
|
+$437K
|
+6,989
|
+17%
|
|
|
32
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.85M
|
+$262K
|
+4,192
|
+10%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.38M
|
+$472K
|
+7,554
|
+24%
|
|
|
34
|
IMPACTfolio
Denver,
Colorado
|
$2.33M
|
+$2.43M
|
+38,827
|
New
|
|
|
35
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.31M
|
+$292K
|
+4,674
|
+14%
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$2.27M
|
+$418K
|
+6,682
|
+21%
|
|
|
37
|
Evolution Advisers
Richmond,
Virginia
|
$2.21M
|
+$5K
|
+80
|
+0.2%
|
|
|
38
|
Seaview Investment Managers
Miami,
Florida
|
$1.95M
|
-$1.34M
|
-21,361
|
-40%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.93M
|
+$193K
|
+3,090
|
+11%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.78M
|
-$74.2K
|
-1,187
|
-4%
|
|
|
41
|
Equitable Holdings
New York
|
$1.76M
|
+$140K
|
+2,240
|
+8%
|
|
|
42
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.6M
|
+$180K
|
+2,880
|
+12%
|
|
|
43
|
L & S Advisors
Los Angeles,
California
|
$1.59M
|
+$641K
|
+10,254
|
+63%
|
|
|
44
|
WealthShield Partners
Cary,
North Carolina
|
$1.58M
|
+$290K
|
+4,633
|
+21%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$1.52M
|
-$4.81K
|
-77
|
-0.3%
|
|
|
46
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.46M
|
+$1.52M
|
+24,382
|
New
|
|
|
47
|
Park Avenue Securities
New York
|
$1.4M
|
-$4.56K
|
-73
|
-0.3%
|
|
|
48
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.37M
|
-$27K
|
-432
|
-2%
|
|
|
49
|
Colorado Capital Management
Boulder,
Colorado
|
$1.33M
|
+$79.9K
|
+1,278
|
+6%
|
|
|
50
|
BOK Financial
Tulsa,
Oklahoma
|
$1.33M
|
-$196K
|
-3,142
|
-12%
|
|
