|
26
|
Allworth Financial
Folsom,
California
|
$6.77M
|
+$364K
|
+9,637
|
+6%
|
|
|
27
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.74M
|
+$945K
|
+25,006
|
+16%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$6.19M
|
+$1M
|
+26,548
|
+19%
|
|
|
29
|
CGC Financial Services
Lake Oswego,
Oregon
|
$5.77M
|
+$51K
|
+1,350
|
+0.9%
|
|
|
30
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.75M
|
-$79.1K
|
-2,093
|
-1%
|
|
|
31
|
Bank of New York Mellon
New York
|
$5.72M
|
+$268K
|
+7,086
|
+5%
|
|
|
32
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.64M
|
-$577K
|
-15,281
|
-9%
|
|
|
33
|
Clarity Asset Management
Ames,
Iowa
|
$5.39M
|
+$60.6K
|
+1,604
|
+1%
|
|
|
34
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.39M
|
-$112K
|
-2,976
|
-2%
|
|
|
35
|
Eastern Bank
Boston,
Massachusetts
|
$5.36M
|
-$5.74K
|
-152
|
-0.1%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$5.33M
|
-$169K
|
-4,485
|
-3%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.12M
|
+$495K
|
+13,101
|
+11%
|
|
|
38
|
Regatta Capital Group
El Segundo,
California
|
$5.04M
|
-$131K
|
-3,477
|
-3%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.63M
|
-$585K
|
-15,481
|
-11%
|
|
|
40
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.45M
|
+$69.9K
|
+1,850
|
+2%
|
|
|
41
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.07M
|
+$102K
|
+2,687
|
+3%
|
|
|
42
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.9M
|
-$566K
|
-14,990
|
-13%
|
|
|
43
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3.76M
|
+$33.6K
|
+890
|
+0.9%
|
|
|
44
|
Vicus Capital
State College,
Pennsylvania
|
$3.63M
|
+$39.8K
|
+1,054
|
+1%
|
|
|
45
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.53M
|
-$70.5K
|
-1,866
|
-2%
|
|
|
46
|
EP Wealth Advisors
Torrance,
California
|
$3.47M
|
-$28.9K
|
-764
|
-0.8%
|
|
|
47
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$3.32M
|
-$95.1K
|
-2,518
|
-3%
|
|
|
48
|
WNY Asset Management
Williamsville,
New York
|
$3.31M
|
+$11.1K
|
+294
|
+0.3%
|
|
|
49
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$3.21M
|
–
|
–
|
–
|
|
|
50
|
One Day In July LLC
Burlington,
Vermont
|
$3.17M
|
+$421K
|
+11,147
|
+15%
|
|
