|
26
|
Callan Capital
La Jolla,
California
|
$4.05M
|
+$16.8K
|
+820
|
+0.5%
|
|
|
27
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$3.5M
|
-$47.4K
|
-2,310
|
-1%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.45M
|
-$972K
|
-47,345
|
-23%
|
|
|
29
|
Tower Research Capital (TRC)
New York
|
$3.4M
|
-$1.74M
|
-84,955
|
-36%
|
|
|
30
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.22M
|
-$2.39M
|
-116,505
|
-45%
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$3.03M
|
-$1.38M
|
-67,065
|
-33%
|
|
|
32
|
Avantax Advisory Services
Dallas,
Texas
|
$2.68M
|
-$79.8K
|
-3,890
|
-3%
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$2.59M
|
-$277K
|
-13,520
|
-10%
|
|
|
34
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.56M
|
–
|
–
|
–
|
|
|
35
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$2.51M
|
-$3.08K
|
-150
|
-0.1%
|
|
|
36
|
Private Ocean
San Rafael,
California
|
$2.48M
|
-$175K
|
-8,535
|
-7%
|
|
|
37
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.46M
|
-$445K
|
-21,690
|
-16%
|
|
|
38
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.11M
|
+$1.94M
|
+94,505
|
New
|
|
|
39
|
Accredited Investors
Edina,
Minnesota
|
$2.04M
|
-$4.27M
|
-208,250
|
-69%
|
|
|
40
|
Resource Planning Group
Atlanta,
Georgia
|
$1.87M
|
-$300K
|
-14,640
|
-15%
|
|
|
41
|
|
$1.6M
|
+$1.14M
|
+55,350
|
+343%
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.53M
|
-$44.3K
|
-2,160
|
-3%
|
|
|
43
|
Perigon Wealth Management
San Francisco,
California
|
$1.47M
|
+$245K
|
+11,935
|
+22%
|
|
|
44
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.41M
|
+$174K
|
+8,485
|
+15%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.38M
|
-$2.8M
|
-136,605
|
-69%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$1.22M
|
+$267K
|
+12,995
|
+31%
|
|
|
47
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.19M
|
-$76.9K
|
-3,745
|
-7%
|
|
|
48
|
Evercore Wealth Management
New York
|
$1.14M
|
-$6.88K
|
-335
|
-0.6%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
-$186K
|
-9,055
|
-16%
|
|
|
50
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.07M
|
-$32.2K
|
-1,570
|
-3%
|
|
