|
26
|
Mariner
Overland Park,
Kansas
|
$2.68M
|
+$242K
|
+4,551
|
+10%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$2.58M
|
-$274K
|
-5,150
|
-10%
|
|
|
28
|
AllianceBernstein
Nashville,
Tennessee
|
$2.46M
|
+$74K
|
+1,388
|
+3%
|
|
|
29
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.32M
|
+$24.6K
|
+461
|
+1%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$2.27M
|
+$103K
|
+1,931
|
+5%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.14M
|
+$407K
|
+7,630
|
+23%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$2.14M
|
+$135K
|
+2,525
|
+7%
|
|
|
33
|
ETFidea
Syracuse,
New York
|
$1.8M
|
-$189K
|
-3,539
|
-9%
|
|
|
34
|
Atria Wealth Solutions
New York
|
$1.78M
|
+$1.08M
|
+20,220
|
+153%
|
|
|
35
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.68M
|
+$1.68M
|
+31,614
|
New
|
|
|
36
|
Bank of New York Mellon
New York
|
$1.54M
|
+$182K
|
+3,421
|
+13%
|
|
|
37
|
Allworth Financial
Folsom,
California
|
$1.46M
|
-$39.7K
|
-745
|
-3%
|
|
|
38
|
Israel Discount Bank of New York
New York
|
$1.45M
|
+$40.2K
|
+755
|
+3%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$1.4M
|
-$42K
|
-789
|
-3%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$1.39M
|
-$276K
|
-5,175
|
-17%
|
|
|
41
|
Merriman Wealth Management
Seattle,
Washington
|
$1.32M
|
-$97.6K
|
-1,832
|
-7%
|
|
|
42
|
MYeCFO
La Jolla,
California
|
$1.32M
|
+$396K
|
+7,428
|
+43%
|
|
|
43
|
Level Financial Advisors
East Amherst,
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
44
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.23M
|
+$1.23M
|
+23,105
|
New
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.17M
|
+$31.3K
|
+588
|
+3%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$1.09M
|
+$373
|
+7
|
+0%
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
$1.09M
|
+$254K
|
+4,775
|
+31%
|
|
|
48
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$1.07M
|
+$31.4K
|
+590
|
+3%
|
|
|
49
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.06M
|
+$115K
|
+2,161
|
+12%
|
|
|
50
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.01M
|
+$1.01M
|
+18,921
|
New
|
|
