|
26
|
Peak Asset Management
Louisville,
Colorado
|
$2.94M
|
+$668K
|
+26,328
|
+30%
|
|
|
27
|
Rench Wealth Management
Denton,
Texas
|
$2.85M
|
+$557K
|
+21,960
|
+24%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$2.75M
|
+$130K
|
+5,114
|
+5%
|
|
|
29
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.63M
|
+$162K
|
+6,400
|
+7%
|
|
|
30
|
Asset Dedication LLC
San Francisco,
California
|
$2.61M
|
-$217K
|
-8,556
|
-8%
|
|
|
31
|
SG Americas Securities
New York
|
$2.55M
|
–
|
–
|
–
|
|
|
32
|
|
$2.55M
|
+$2.54M
|
+100,000
|
New
|
|
|
33
|
Grimes & Company
Westborough,
Massachusetts
|
$2.35M
|
-$5.12M
|
-201,838
|
-69%
|
|
|
34
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.24M
|
+$201K
|
+7,908
|
+10%
|
|
|
35
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.22M
|
+$311K
|
+12,266
|
+16%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$2.21M
|
+$208K
|
+8,200
|
+10%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$2.19M
|
-$7.3M
|
-287,556
|
-77%
|
|
|
38
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.09M
|
+$2.08M
|
+81,920
|
New
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.03M
|
+$327K
|
+12,874
|
+19%
|
|
|
40
|
Ironwood Financial
Tucson,
Arizona
|
$1.98M
|
+$109K
|
+4,306
|
+6%
|
|
|
41
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.88M
|
+$1.88M
|
+73,886
|
New
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$1.78M
|
+$550K
|
+21,678
|
+45%
|
|
|
43
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.76M
|
+$856K
|
+33,726
|
+96%
|
|
|
44
|
Confluence Wealth Management
Portland,
Oregon
|
$1.75M
|
+$83K
|
+3,268
|
+5%
|
|
|
45
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.74M
|
-$103K
|
-4,048
|
-6%
|
|
|
46
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.61M
|
-$62.8K
|
-2,472
|
-4%
|
|
|
47
|
|
$1.55M
|
+$670K
|
+26,386
|
+76%
|
|
|
48
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.55M
|
+$80K
|
+3,150
|
+5%
|
|
|
49
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.5M
|
+$1.5M
|
+59,030
|
New
|
|
|
50
|
United Capital Financial Advisors
Irving,
Texas
|
$1.46M
|
-$310K
|
-12,210
|
-18%
|
|
