|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.36M
|
+$188K
|
+5,860
|
+4%
|
|
|
27
|
Clarius Group LLC
Seattle,
Washington
|
$3.62M
|
+$806K
|
+25,165
|
+28%
|
|
|
28
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.58M
|
-$20.5K
|
-640
|
-0.6%
|
|
|
29
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.55M
|
–
|
–
|
–
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$3.53M
|
-$30.8K
|
-960
|
-0.9%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$3.51M
|
+$3.55M
|
+110,800
|
New
|
|
|
32
|
GW & Wade
Wellesley,
Massachusetts
|
$3.38M
|
–
|
–
|
–
|
|
|
33
|
Cerity Partners OCIO
New York
|
$3.37M
|
-$49.7K
|
-1,550
|
-1%
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$3.29M
|
-$135K
|
-4,210
|
-4%
|
|
|
35
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.24M
|
+$484K
|
+15,120
|
+17%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$3.2M
|
+$107K
|
+3,355
|
+3%
|
|
|
37
|
Intrua Financial
Houston,
Texas
|
$2.99M
|
+$2.89M
|
+90,325
|
New
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.89M
|
-$27.4K
|
-855
|
-0.9%
|
|
|
39
|
Sound Stewardship
Overland Park,
Kansas
|
$2.82M
|
+$2.85M
|
+88,905
|
New
|
|
|
40
|
Private Ocean
San Rafael,
California
|
$2.73M
|
+$15.2K
|
+475
|
+0.6%
|
|
|
41
|
WealthSource Partners
San Luis Obispo,
California
|
$2.64M
|
+$14.3K
|
+445
|
+0.5%
|
|
|
42
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.46M
|
+$2.49M
|
+77,640
|
New
|
|
|
43
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.22M
|
+$1.6K
|
+50
|
+0.1%
|
|
|
44
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.15M
|
-$102K
|
-3,185
|
-4%
|
|
|
45
|
|
$2.09M
|
+$2.11M
|
+65,840
|
New
|
|
|
46
|
IFG Advisory
Atlanta,
Georgia
|
$2.08M
|
-$20.2K
|
-630
|
-0.9%
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$1.93M
|
-$8.49K
|
-265
|
-0.4%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$1.92M
|
+$37.5K
|
+1,170
|
+2%
|
|
|
49
|
Resource Planning Group
Atlanta,
Georgia
|
$1.92M
|
-$410K
|
-12,805
|
-17%
|
|
|
50
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.89M
|
+$351K
|
+10,950
|
+22%
|
|
