|
26
|
Accredited Investors
Edina,
Minnesota
|
$7.38M
|
-$262K
|
-6,396
|
-3%
|
|
|
27
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$7.29M
|
+$44.8K
|
+1,093
|
+0.6%
|
|
|
28
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.18M
|
+$561K
|
+13,684
|
+9%
|
|
|
29
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.12M
|
-$356K
|
-8,669
|
-5%
|
|
|
30
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.07M
|
-$1.13M
|
-27,594
|
-15%
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6M
|
+$1.28M
|
+31,111
|
+24%
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$5.72M
|
-$53.4K
|
-1,303
|
-0.9%
|
|
|
33
|
Perigon Wealth Management
San Francisco,
California
|
$5.03M
|
-$139K
|
-3,395
|
-2%
|
|
|
34
|
|
$4.95M
|
+$145K
|
+3,539
|
+3%
|
|
|
35
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.91M
|
+$63.4K
|
+1,545
|
+1%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$4.72M
|
+$713K
|
+17,378
|
+16%
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$4.66M
|
+$315K
|
+7,686
|
+7%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$4.43M
|
+$277K
|
+6,750
|
+6%
|
|
|
39
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.25M
|
–
|
–
|
–
|
|
|
40
|
Traction Financial Partners
Encampment,
Wyoming
|
$3.9M
|
-$142K
|
-3,463
|
-3%
|
|
|
41
|
Wealthspire Advisors (New York)
New York
|
$3.69M
|
-$35.4K
|
-863
|
-0.9%
|
|
|
42
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.64M
|
-$61.8K
|
-1,506
|
-2%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.47M
|
-$516K
|
-12,578
|
-12%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$3.39M
|
-$543K
|
-13,234
|
-13%
|
|
|
45
|
WealthBridge Capital Management
Westerville,
Ohio
|
$2.93M
|
+$34.4K
|
+839
|
+1%
|
|
|
46
|
Sound Stewardship
Overland Park,
Kansas
|
$2.88M
|
-$2.79K
|
-68
|
-0.1%
|
|
|
47
|
Verum Partners
Charlotte,
North Carolina
|
$2.82M
|
+$2.07M
|
+50,364
|
+208%
|
|
|
48
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.72M
|
+$79.4K
|
+1,937
|
+3%
|
|
|
49
|
|
$2.38M
|
+$48.1K
|
+1,174
|
+2%
|
|
|
50
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.26M
|
+$62.8K
|
+1,532
|
+3%
|
|
