|
26
|
Mosaic Financial Partners
San Francisco,
California
|
$2.13M
|
-$114K
|
-6,600
|
-5%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.84M
|
+$61.1K
|
+3,525
|
+4%
|
|
|
28
|
American International Group
New York
|
$1.7M
|
+$1.56M
|
+90,115
|
+1,800%
|
|
|
29
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$1.68M
|
–
|
–
|
–
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$1.49M
|
+$183K
|
+10,565
|
+15%
|
|
|
31
|
Placemark Investments
Chicago,
Illinois
|
$957K
|
+$14.4K
|
+830
|
+2%
|
|
|
32
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$815K
|
-$2.52K
|
-145
|
-0.3%
|
|
|
33
|
Cetera Advisors
Denver,
Colorado
|
$685K
|
-$11.7K
|
-675
|
-2%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$579K
|
–
|
–
|
–
|
|
|
35
|
Tower Trust
Fort Wayne,
Indiana
|
$570K
|
–
|
–
|
–
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$538K
|
+$61.7K
|
+3,555
|
+13%
|
|
|
37
|
Cerity Partners OCIO
New York
|
$501K
|
+$78.4K
|
+4,520
|
+19%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$499K
|
–
|
–
|
–
|
|
|
39
|
Mid Continent Capital
Chicago,
Illinois
|
$482K
|
-$21.7K
|
-1,250
|
-4%
|
|
|
40
|
Concert Wealth Management
San Jose,
California
|
$447K
|
-$6.07K
|
-350
|
-1%
|
|
|
41
|
Evercore Wealth Management
New York
|
$432K
|
–
|
–
|
–
|
|
|
42
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$412K
|
+$399K
|
+23,000
|
New
|
|
|
43
|
MSI Financial Services
Springfield,
Massachusetts
|
$391K
|
+$3.12K
|
+180
|
+0.8%
|
|
|
44
|
Welch Group
Birmingham,
Alabama
|
$373K
|
-$26K
|
-1,500
|
-7%
|
|
|
45
|
Legacy Private Trust
Neenah,
Wisconsin
|
$370K
|
–
|
–
|
–
|
|
|
46
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$367K
|
–
|
–
|
–
|
|
|
47
|
Reinhart Partners
Mequon,
Wisconsin
|
$329K
|
-$137K
|
-7,890
|
-30%
|
|
|
48
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$323K
|
+$954
|
+55
|
+0.3%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$287K
|
–
|
–
|
–
|
|
|
50
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$281K
|
–
|
–
|
–
|
|
