|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.04M
|
+$525K
|
+15,600
|
+11%
|
|
|
27
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$4.49M
|
+$3.89M
|
+115,490
|
+551%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$4.44M
|
-$6.85M
|
-203,635
|
-60%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$3.82M
|
+$177K
|
+5,275
|
+5%
|
|
|
30
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.7M
|
+$3.79M
|
+112,580
|
New
|
|
|
31
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.69M
|
–
|
–
|
–
|
|
|
32
|
GW & Wade
Wellesley,
Massachusetts
|
$3.54M
|
+$33.6K
|
+1,000
|
+0.9%
|
|
|
33
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.54M
|
-$183K
|
-5,425
|
-5%
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$3.53M
|
+$115K
|
+3,420
|
+3%
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$3.42M
|
-$249K
|
-7,395
|
-7%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$3.27M
|
-$48.4K
|
-1,440
|
-1%
|
|
|
37
|
Clarius Group LLC
Seattle,
Washington
|
$3.18M
|
-$596K
|
-17,710
|
-15%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.14M
|
+$145K
|
+4,295
|
+5%
|
|
|
39
|
Sound Stewardship
Overland Park,
Kansas
|
$2.91M
|
-$17.8K
|
-530
|
-0.6%
|
|
|
40
|
Private Ocean
San Rafael,
California
|
$2.84M
|
-$168
|
-5
|
-0%
|
|
|
41
|
Intrua Financial
Houston,
Texas
|
$2.77M
|
-$70.7K
|
-2,100
|
-2%
|
|
|
42
|
WealthSource Partners
San Luis Obispo,
California
|
$2.73M
|
-$7.4K
|
-220
|
-0.3%
|
|
|
43
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.68M
|
-$696K
|
-20,700
|
-20%
|
|
|
44
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.45M
|
-$102K
|
-3,035
|
-4%
|
|
|
45
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.45M
|
+$1.29M
|
+38,295
|
+106%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$2.28M
|
+$292K
|
+8,690
|
+14%
|
|
|
47
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.28M
|
-$8.75K
|
-260
|
-0.5%
|
|
|
48
|
IFG Advisory
Atlanta,
Georgia
|
$2.27M
|
+$103K
|
+3,065
|
+5%
|
|
|
49
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.2M
|
-$33.1K
|
-985
|
-1%
|
|
|
50
|
US Bancorp
Minneapolis,
Minnesota
|
$1.98M
|
-$20.7K
|
-615
|
-1%
|
|
