|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.49M
|
+$1.25M
|
+35,789
|
+22%
|
|
|
27
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.24M
|
-$144K
|
-4,136
|
-2%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.57M
|
+$765K
|
+21,991
|
+15%
|
|
|
29
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$4.72M
|
-$10.2K
|
-294
|
-0.2%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$4.44M
|
-$13.7M
|
-394,311
|
-75%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$4.15M
|
-$140K
|
-4,020
|
-3%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.05M
|
+$4.8K
|
+138
|
+0.1%
|
|
|
33
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.94M
|
+$57.1K
|
+1,642
|
+1%
|
|
|
34
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.7M
|
–
|
–
|
–
|
|
|
35
|
Perigon Wealth Management
San Francisco,
California
|
$3.65M
|
+$57K
|
+1,638
|
+2%
|
|
|
36
|
GW & Wade
Wellesley,
Massachusetts
|
$3.51M
|
–
|
–
|
–
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$3.4M
|
+$21.4K
|
+615
|
+0.6%
|
|
|
38
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.38M
|
-$30.9K
|
-889
|
-0.9%
|
|
|
39
|
|
$3.37M
|
-$1.05M
|
-30,188
|
-23%
|
|
|
40
|
Intrua Financial
Houston,
Texas
|
$3.26M
|
+$112K
|
+3,220
|
+3%
|
|
|
41
|
Solitude Financial Services
Charlottesville,
Virginia
|
$3.09M
|
+$2.89M
|
+83,098
|
+795%
|
|
|
42
|
Sound Stewardship
Overland Park,
Kansas
|
$2.88M
|
-$41.7K
|
-1,198
|
-1%
|
|
|
43
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.86M
|
+$244K
|
+6,998
|
+9%
|
|
|
44
|
Private Ocean
San Rafael,
California
|
$2.82M
|
-$174
|
-5
|
-0%
|
|
|
45
|
WealthSource Partners
San Luis Obispo,
California
|
$2.74M
|
+$1.57K
|
+45
|
+0.1%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$2.72M
|
+$568K
|
+16,335
|
+25%
|
|
|
47
|
Clarius Group LLC
Seattle,
Washington
|
$2.7M
|
-$11.5K
|
-331
|
-0.4%
|
|
|
48
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.35M
|
+$17.4K
|
+499
|
+0.9%
|
|
|
49
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.35M
|
-$61.3K
|
-1,761
|
-2%
|
|
|
50
|
WealthBridge Capital Management
Westerville,
Ohio
|
$2.15M
|
+$98.4K
|
+2,828
|
+5%
|
|
