|
26
|
Accredited Investors
Edina,
Minnesota
|
$7.84M
|
-$81.1K
|
-2,126
|
-1%
|
|
|
27
|
Regal Investment Advisors
Kentwood,
Michigan
|
$6.82M
|
+$166K
|
+4,343
|
+3%
|
|
|
28
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.69M
|
+$116K
|
+3,036
|
+2%
|
|
|
29
|
Verum Partners
Charlotte,
North Carolina
|
$5.95M
|
+$2.74M
|
+71,795
|
+96%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$5.92M
|
-$213K
|
-5,587
|
-4%
|
|
|
31
|
Equitable Holdings
New York
|
$5.87M
|
-$2.79M
|
-73,097
|
-34%
|
|
|
32
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.37M
|
+$80.5K
|
+2,111
|
+2%
|
|
|
33
|
|
$5.36M
|
+$45.7K
|
+1,197
|
+0.9%
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$5.11M
|
-$278K
|
-7,290
|
-5%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$5.1M
|
+$90.4K
|
+2,369
|
+2%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$5.06M
|
-$8.81K
|
-231
|
-0.2%
|
|
|
37
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.88M
|
+$1.84M
|
+48,192
|
+67%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$4.68M
|
-$74.2K
|
-1,945
|
-2%
|
|
|
39
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.56M
|
–
|
–
|
–
|
|
|
40
|
Traction Financial Partners
Encampment,
Wyoming
|
$4.21M
|
+$23.1K
|
+606
|
+0.6%
|
|
|
41
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.02M
|
-$2.27M
|
-59,551
|
-38%
|
|
|
42
|
Wealthspire Advisors (New York)
New York
|
$3.87M
|
-$87.3K
|
-2,290
|
-2%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.85M
|
+$116K
|
+3,040
|
+3%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$3.53M
|
-$95.5K
|
-2,504
|
-3%
|
|
|
45
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.42M
|
-$467K
|
-12,248
|
-13%
|
|
|
46
|
Sound Stewardship
Overland Park,
Kansas
|
$3.18M
|
+$80.9K
|
+2,122
|
+3%
|
|
|
47
|
WealthBridge Capital Management
Westerville,
Ohio
|
$2.98M
|
-$162K
|
-4,258
|
-5%
|
|
|
48
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.46M
|
-$2.82K
|
-74
|
-0.1%
|
|
|
49
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.33M
|
-$90.5K
|
-2,373
|
-4%
|
|
|
50
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.18M
|
-$121K
|
-3,161
|
-6%
|
|
