|
26
|
|
$8.33M
|
-$27.8M
|
-828,015
|
-79%
|
|
|
27
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$7.46M
|
-$142K
|
-4,233
|
-2%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.04M
|
-$262K
|
-7,804
|
-5%
|
|
|
29
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$5.78M
|
+$372K
|
+11,094
|
+8%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$4.96M
|
-$77.9K
|
-2,324
|
-2%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$4.8M
|
+$102K
|
+3,042
|
+2%
|
|
|
32
|
|
$4.74M
|
+$814K
|
+24,290
|
+24%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.69M
|
+$82.9K
|
+2,473
|
+2%
|
|
|
34
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.51M
|
+$29.9K
|
+891
|
+0.7%
|
|
|
35
|
Perigon Wealth Management
San Francisco,
California
|
$4.25M
|
+$99.7K
|
+2,974
|
+3%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$4.23M
|
+$317K
|
+9,468
|
+9%
|
|
|
37
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.21M
|
–
|
–
|
–
|
|
|
38
|
GW & Wade
Wellesley,
Massachusetts
|
$3.99M
|
–
|
–
|
–
|
|
|
39
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.82M
|
-$16.8K
|
-501
|
-0.5%
|
|
|
40
|
Solitude Financial Services
Charlottesville,
Virginia
|
$3.35M
|
-$137K
|
-4,097
|
-4%
|
|
|
41
|
Private Ocean
San Rafael,
California
|
$3.18M
|
-$22.1K
|
-658
|
-0.8%
|
|
|
42
|
Synergy Asset Management
Vancouver,
Washington
|
$3.13M
|
+$2.8M
|
+83,520
|
New
|
|
|
43
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.12M
|
-$116K
|
-3,474
|
-4%
|
|
|
44
|
WealthSource Partners
San Luis Obispo,
California
|
$3.03M
|
-$75K
|
-2,237
|
-3%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$3.02M
|
-$64K
|
-1,908
|
-2%
|
|
|
46
|
Sound Stewardship
Overland Park,
Kansas
|
$2.94M
|
-$295K
|
-8,793
|
-10%
|
|
|
47
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.6M
|
-$64.1K
|
-1,912
|
-3%
|
|
|
48
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.56M
|
-$2.31K
|
-69
|
-0.1%
|
|
|
49
|
WealthBridge Capital Management
Westerville,
Ohio
|
$2.43M
|
-$6.04K
|
-180
|
-0.3%
|
|
|
50
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.39M
|
-$28K
|
-834
|
-1%
|
|
