|
26
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.94M
|
+$2.95M
|
+103,181
|
New
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.77M
|
+$1.56M
|
+54,572
|
+128%
|
|
|
28
|
MCF Advisors
Covington,
Kentucky
|
$2.73M
|
-$1.72M
|
-60,294
|
-39%
|
|
|
29
|
Live Oak Investment Partners
Austin,
Texas
|
$2.71M
|
–
|
–
|
–
|
|
|
30
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$2.4M
|
+$76.2K
|
+2,665
|
+3%
|
|
|
31
|
Cooper Financial Group
Irvine,
California
|
$2.36M
|
+$56.4K
|
+1,972
|
+2%
|
|
|
32
|
AE Wealth Management
Topeka,
Kansas
|
$2.04M
|
-$106K
|
-3,689
|
-5%
|
|
|
33
|
Appleton Partners
Boston,
Massachusetts
|
$1.88M
|
-$55.5K
|
-1,941
|
-3%
|
|
|
34
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$1.76M
|
+$1.77M
|
+61,953
|
New
|
|
|
35
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.69M
|
+$876K
|
+30,632
|
+107%
|
|
|
36
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$1.65M
|
-$57
|
-2
|
-0%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$1.65M
|
-$144K
|
-5,041
|
-8%
|
|
|
38
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.58M
|
-$66.5K
|
-2,325
|
-4%
|
|
|
39
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.49M
|
+$121K
|
+4,221
|
+9%
|
|
|
40
|
|
$1.47M
|
-$12K
|
-418
|
-0.8%
|
|
|
41
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.21M
|
-$252K
|
-8,803
|
-17%
|
|
|
42
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.21M
|
+$29.6K
|
+1,034
|
+2%
|
|
|
43
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.21M
|
-$51.3K
|
-1,793
|
-4%
|
|
|
44
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1.13M
|
+$1.14M
|
+39,792
|
New
|
|
|
45
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.11M
|
+$495K
|
+17,295
|
+80%
|
|
|
46
|
|
$1.01M
|
+$1.01M
|
+35,427
|
New
|
|
|
47
|
Cetera Advisors
Denver,
Colorado
|
$1.01M
|
+$1.01M
|
+35,389
|
New
|
|
|
48
|
EFG Asset Management (Americas)
Miami,
Florida
|
$964K
|
–
|
–
|
–
|
|
|
49
|
Snowden Capital Advisors
New York
|
$955K
|
+$29
|
+1
|
+0%
|
|
|
50
|
AllianceBernstein
Nashville,
Tennessee
|
$928K
|
-$170K
|
-5,950
|
-15%
|
|
