|
26
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$952K
|
+$284K
|
+3,590
|
+36%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$849K
|
-$133K
|
-1,676
|
-12%
|
|
|
28
|
Money Design
Tokyo,
Japan
|
$792K
|
+$107K
|
+1,352
|
+14%
|
|
|
29
|
Claro Advisors
Boston,
Massachusetts
|
$771K
|
–
|
–
|
–
|
|
|
30
|
Annapolis Financial Services
Annapolis,
Maryland
|
$737K
|
–
|
–
|
–
|
|
|
31
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$736K
|
-$529K
|
-6,672
|
-39%
|
|
|
32
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$735K
|
-$13.3K
|
-168
|
-2%
|
|
|
33
|
Vontobel Holding
Zurich,
Switzerland
|
$725K
|
+$811K
|
+10,236
|
New
|
|
|
34
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$721K
|
-$526K
|
-6,643
|
-40%
|
|
|
35
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$691K
|
+$106K
|
+1,344
|
+16%
|
|
|
36
|
Aspiriant LLC
Los Angeles,
California
|
$686K
|
+$768K
|
+9,690
|
New
|
|
|
37
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$680K
|
-$111K
|
-1,406
|
-13%
|
|
|
38
|
Sepio Capital
Salt Lake City,
Utah
|
$602K
|
–
|
–
|
–
|
|
|
39
|
Rathbones Group
Liverpool,
United Kingdom
|
$597K
|
-$42.2K
|
-533
|
-6%
|
|
|
40
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$587K
|
+$475
|
+6
|
+0.1%
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$558K
|
+$73.4K
|
+927
|
+13%
|
|
|
42
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$513K
|
–
|
–
|
–
|
|
|
43
|
Belpointe Asset Management
Reno,
Nevada
|
$506K
|
+$16.5K
|
+208
|
+3%
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
$476K
|
+$532K
|
+6,712
|
New
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$445K
|
+$498K
|
+6,281
|
New
|
|
|
46
|
Wealth Management Partners
Tucson,
Arizona
|
$427K
|
-$79.2K
|
-1,000
|
-14%
|
|
|
47
|
Merriman Wealth Management
Seattle,
Washington
|
$427K
|
+$13.4K
|
+169
|
+3%
|
|
|
48
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$418K
|
+$144K
|
+1,822
|
+45%
|
|
|
49
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$405K
|
-$223K
|
-2,810
|
-33%
|
|
|
50
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$405K
|
+$24.2K
|
+305
|
+6%
|
|
