|
26
|
Mariner
Overland Park,
Kansas
|
$776K
|
-$171K
|
-2,193
|
-17%
|
|
|
27
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$753K
|
-$213K
|
-2,740
|
-21%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$736K
|
-$158K
|
-2,035
|
-17%
|
|
|
29
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$718K
|
+$467
|
+6
|
+0.1%
|
|
|
30
|
Tolleson Wealth Management
Dallas,
Texas
|
$674K
|
–
|
–
|
–
|
|
|
31
|
Claro Advisors
Boston,
Massachusetts
|
$658K
|
-$168K
|
-2,163
|
-20%
|
|
|
32
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$646K
|
+$125K
|
+1,603
|
+23%
|
|
|
33
|
Vontobel Holding
Zurich,
Switzerland
|
$627K
|
-$168K
|
-2,163
|
-21%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$605K
|
-$360K
|
-4,620
|
-36%
|
|
|
35
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$577K
|
+$35.8K
|
+460
|
+6%
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$566K
|
-$51.6K
|
-663
|
-8%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$566K
|
+$359K
|
+4,611
|
+158%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$559K
|
-$159K
|
-2,044
|
-22%
|
|
|
39
|
Congress Wealth Management
Boston,
Massachusetts
|
$519K
|
-$130K
|
-1,672
|
-19%
|
|
|
40
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$489K
|
+$39.6K
|
+509
|
+8%
|
|
|
41
|
HSBC Holdings
London,
United Kingdom
|
$458K
|
-$311K
|
-4,000
|
-40%
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$417K
|
+$6.93K
|
+89
|
+2%
|
|
|
43
|
Perigon Wealth Management
San Francisco,
California
|
$415K
|
+$430K
|
+5,528
|
New
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
$414K
|
+$92.2K
|
+1,184
|
+27%
|
|
|
45
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$412K
|
-$156
|
-2
|
-0%
|
|
|
46
|
Brio Consultants
San Francisco,
California
|
$412K
|
+$45K
|
+578
|
+12%
|
|
|
47
|
Tradition Wealth Management
Edina,
Minnesota
|
$408K
|
-$42.8K
|
-550
|
-9%
|
|
|
48
|
Merriman Wealth Management
Seattle,
Washington
|
$405K
|
-$2.73K
|
-35
|
-0.6%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$397K
|
-$18.5K
|
-237
|
-4%
|
|
|
50
|
Allworth Financial
Folsom,
California
|
$394K
|
–
|
–
|
–
|
|
