|
26
|
Accredited Investors
Edina,
Minnesota
|
$8.46M
|
-$277K
|
-6,379
|
-3%
|
|
|
27
|
Bank of New York Mellon
New York
|
$7.91M
|
+$7.56M
|
+174,246
|
New
|
|
|
28
|
Regal Investment Advisors
Kentwood,
Michigan
|
$7.76M
|
+$142K
|
+3,264
|
+2%
|
|
|
29
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.46M
|
-$16.4K
|
-378
|
-0.2%
|
|
|
30
|
Equitable Holdings
New York
|
$7.17M
|
+$587K
|
+13,532
|
+9%
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$6.75M
|
+$135K
|
+3,101
|
+2%
|
|
|
32
|
Verum Partners
Charlotte,
North Carolina
|
$6.62M
|
-$32.2K
|
-742
|
-0.5%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$6.29M
|
+$611K
|
+14,076
|
+11%
|
|
|
34
|
AQR Capital Management
Greenwich,
Connecticut
|
$6.02M
|
+$5.24M
|
+120,815
|
+1,036%
|
|
|
35
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.93M
|
-$62.3K
|
-1,435
|
-1%
|
|
|
36
|
|
$5.85M
|
+$3.48M
|
+80,199
|
+165%
|
|
|
37
|
Perigon Wealth Management
San Francisco,
California
|
$5.78M
|
+$72.1K
|
+1,661
|
+1%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$5.54M
|
-$150K
|
-3,455
|
-3%
|
|
|
39
|
Traction Financial Partners
Encampment,
Wyoming
|
$5.53M
|
+$791K
|
+18,243
|
+18%
|
|
|
40
|
|
$5.52M
|
-$453K
|
-10,433
|
-8%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.34M
|
-$111K
|
-2,553
|
-2%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$5.23M
|
+$2.78K
|
+64
|
+0.1%
|
|
|
43
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.1M
|
–
|
–
|
–
|
|
|
44
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.64M
|
+$136K
|
+3,127
|
+3%
|
|
|
45
|
Wealthspire Advisors (New York)
New York
|
$4.33M
|
–
|
–
|
–
|
|
|
46
|
Sound Stewardship
Overland Park,
Kansas
|
$3.54M
|
-$10.3K
|
-237
|
-0.3%
|
|
|
47
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.49M
|
-$311K
|
-7,166
|
-9%
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$3.41M
|
-$516K
|
-11,900
|
-14%
|
|
|
49
|
WealthBridge Capital Management
Westerville,
Ohio
|
$3.37M
|
+$47.3K
|
+1,091
|
+1%
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.07M
|
-$1.18M
|
-27,194
|
-29%
|
|
