|
26
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$7.73M
|
-$81.3K
|
-2,183
|
-1%
|
|
|
27
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.02M
|
-$2.14M
|
-57,328
|
-24%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$6.98M
|
+$1.68M
|
+45,221
|
+34%
|
|
|
29
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$6.63M
|
+$543K
|
+14,573
|
+9%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$4.97M
|
-$61.1K
|
-1,641
|
-1%
|
|
|
31
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.94M
|
+$4.68M
|
+125,785
|
New
|
|
|
32
|
|
$4.92M
|
-$45.3K
|
-1,215
|
-1%
|
|
|
33
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.89M
|
+$157K
|
+4,228
|
+4%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.88M
|
-$38K
|
-1,019
|
-0.8%
|
|
|
35
|
Perigon Wealth Management
San Francisco,
California
|
$4.76M
|
+$290K
|
+7,781
|
+7%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.53M
|
-$1.7M
|
-45,562
|
-28%
|
|
|
37
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.41M
|
–
|
–
|
–
|
|
|
38
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.33M
|
+$4.1M
|
+110,120
|
New
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$4.14M
|
-$277K
|
-7,439
|
-7%
|
|
|
40
|
Equitable Holdings
New York
|
$4.02M
|
+$1.48M
|
+39,657
|
+63%
|
|
|
41
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.9M
|
-$100K
|
-2,693
|
-3%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$3.55M
|
+$367K
|
+9,862
|
+12%
|
|
|
43
|
Private Ocean
San Rafael,
California
|
$3.29M
|
-$40.3K
|
-1,082
|
-1%
|
|
|
44
|
Sound Stewardship
Overland Park,
Kansas
|
$3.07M
|
-$11K
|
-296
|
-0.4%
|
|
|
45
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.98M
|
-$275K
|
-7,395
|
-9%
|
|
|
46
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.82M
|
+$54.6K
|
+1,466
|
+3%
|
|
|
47
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.72M
|
-$5.4K
|
-145
|
-0.2%
|
|
|
48
|
WealthBridge Capital Management
Westerville,
Ohio
|
$2.6M
|
+$51.9K
|
+1,394
|
+2%
|
|
|
49
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.51M
|
+$968
|
+26
|
+0%
|
|
|
50
|
Clarius Group LLC
Seattle,
Washington
|
$2.35M
|
-$17.9K
|
-480
|
-0.8%
|
|
