|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.53M
|
+$2.82M
|
+86,665
|
+117%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.05M
|
-$204K
|
-6,270
|
-4%
|
|
|
28
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$4.92M
|
+$223K
|
+6,855
|
+5%
|
|
|
29
|
|
$4.55M
|
+$3.7M
|
+113,420
|
+597%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$4.44M
|
-$188K
|
-5,775
|
-4%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.21M
|
+$880K
|
+27,010
|
+28%
|
|
|
32
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.05M
|
+$171K
|
+5,260
|
+5%
|
|
|
33
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.86M
|
–
|
–
|
–
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$3.74M
|
+$49.2K
|
+1,510
|
+1%
|
|
|
35
|
GW & Wade
Wellesley,
Massachusetts
|
$3.66M
|
-$38K
|
-1,165
|
-1%
|
|
|
36
|
Mercer Global Advisors
Denver,
Colorado
|
$3.64M
|
+$13.9M
|
+425,065
|
+409%
|
|
|
37
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.55M
|
-$135K
|
-4,150
|
-4%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$3.53M
|
+$105K
|
+3,210
|
+3%
|
|
|
39
|
Intrua Financial
Houston,
Texas
|
$3.29M
|
+$244K
|
+7,500
|
+9%
|
|
|
40
|
Equitable Holdings
New York
|
$3.15M
|
+$2.7M
|
+82,720
|
+917%
|
|
|
41
|
Sound Stewardship
Overland Park,
Kansas
|
$3.04M
|
+$3.58K
|
+110
|
+0.1%
|
|
|
42
|
Private Ocean
San Rafael,
California
|
$2.94M
|
-$21.2K
|
-650
|
-0.8%
|
|
|
43
|
WealthSource Partners
San Luis Obispo,
California
|
$2.85M
|
+$1.47K
|
+45
|
+0.1%
|
|
|
44
|
Clarius Group LLC
Seattle,
Washington
|
$2.82M
|
-$474K
|
-14,530
|
-15%
|
|
|
45
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.56M
|
+$2.43M
|
+74,560
|
New
|
|
|
46
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.56M
|
+$2.43M
|
+74,560
|
New
|
|
|
47
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.52M
|
-$57K
|
-1,750
|
-2%
|
|
|
48
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.51M
|
-$53.6K
|
-1,645
|
-2%
|
|
|
49
|
IFG Advisory
Atlanta,
Georgia
|
$2.45M
|
+$77.9K
|
+2,390
|
+3%
|
|
|
50
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.39M
|
+$33.7K
|
+1,035
|
+2%
|
|
