|
26
|
Accredited Investors
Edina,
Minnesota
|
$7.8M
|
-$747K
|
-16,353
|
-9%
|
|
|
27
|
Equitable Holdings
New York
|
$7.72M
|
+$469K
|
+10,265
|
+6%
|
|
|
28
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.5M
|
-$39.3K
|
-860
|
-0.5%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$7.02M
|
+$663K
|
+14,516
|
+10%
|
|
|
30
|
AQR Capital Management
Greenwich,
Connecticut
|
$6.84M
|
+$753K
|
+16,476
|
+12%
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.78M
|
-$3.28M
|
-71,666
|
-33%
|
|
|
32
|
Verum Partners
Charlotte,
North Carolina
|
$6.64M
|
-$45.2K
|
-989
|
-0.7%
|
|
|
33
|
Mercer Global Advisors
Denver,
Colorado
|
$6.63M
|
-$185K
|
-4,052
|
-3%
|
|
|
34
|
Ducere Wealth Management
Newport Beach,
California
|
$6.5M
|
+$6.47M
|
+141,583
|
New
|
|
|
35
|
Bank of New York Mellon
New York
|
$6.47M
|
-$1.52M
|
-33,312
|
-19%
|
|
|
36
|
Traction Financial Partners
Encampment,
Wyoming
|
$5.83M
|
+$238K
|
+5,213
|
+4%
|
|
|
37
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.68M
|
-$305K
|
-6,683
|
-5%
|
|
|
38
|
Perigon Wealth Management
San Francisco,
California
|
$5.64M
|
-$198K
|
-4,342
|
-3%
|
|
|
39
|
|
$5.53M
|
-$45.7K
|
-999
|
-0.8%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$5.38M
|
+$97.4K
|
+2,132
|
+2%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.34M
|
-$48.8K
|
-1,068
|
-0.9%
|
|
|
42
|
|
$5.31M
|
-$602K
|
-13,181
|
-10%
|
|
|
43
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.15M
|
–
|
–
|
–
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$5.13M
|
-$472K
|
-10,318
|
-8%
|
|
|
45
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.09M
|
+$405K
|
+8,864
|
+9%
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
$4.37M
|
–
|
–
|
–
|
|
|
47
|
Integrity Alliance
Urbandale,
Iowa
|
$4.2M
|
+$4.19M
|
+91,617
|
New
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.57M
|
+$465K
|
+10,180
|
+15%
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$3.55M
|
+$115K
|
+2,507
|
+3%
|
|
|
50
|
Sound Stewardship
Overland Park,
Kansas
|
$3.55M
|
-$19.2K
|
-420
|
-0.5%
|
|
