|
26
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$680K
|
+$78
|
+1
|
+0%
|
|
|
27
|
Modera Wealth Management
Westwood,
New Jersey
|
$658K
|
+$717K
|
+9,200
|
New
|
|
|
28
|
Vontobel Holding
Zurich,
Switzerland
|
$654K
|
+$21.8K
|
+279
|
+3%
|
|
|
29
|
Tolleson Wealth Management
Dallas,
Texas
|
$643K
|
–
|
–
|
–
|
|
|
30
|
Claro Advisors
Boston,
Massachusetts
|
$551K
|
-$50.8K
|
-651
|
-8%
|
|
|
31
|
|
$540K
|
-$2.47M
|
-31,735
|
-81%
|
|
|
32
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$530K
|
-$55.4K
|
-710
|
-9%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$526K
|
-$25.3K
|
-324
|
-4%
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$512K
|
+$126K
|
+1,619
|
+29%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$505K
|
-$23.3K
|
-299
|
-4%
|
|
|
36
|
Brio Consultants
San Francisco,
California
|
$445K
|
+$23.8K
|
+305
|
+5%
|
|
|
37
|
HSBC Holdings
London,
United Kingdom
|
$437K
|
–
|
–
|
–
|
|
|
38
|
Merriman Wealth Management
Seattle,
Washington
|
$409K
|
+$8.5K
|
+109
|
+2%
|
|
|
39
|
Plum Street Advisors
New Orleans,
Louisiana
|
$399K
|
+$57.5K
|
+737
|
+15%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$381K
|
+$18.6K
|
+238
|
+5%
|
|
|
41
|
Congress Wealth Management
Boston,
Massachusetts
|
$380K
|
-$117K
|
-1,495
|
-22%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$361K
|
-$47.9K
|
-614
|
-11%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$360K
|
–
|
–
|
–
|
|
|
44
|
Allworth Financial
Folsom,
California
|
$348K
|
-$6.32K
|
-81
|
-2%
|
|
|
45
|
KilterHowling LLC
Boulder,
Colorado
|
$341K
|
+$23.7K
|
+304
|
+7%
|
|
|
46
|
First Horizon Advisors
Memphis,
Tennessee
|
$335K
|
–
|
–
|
–
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$323K
|
-$2.65K
|
-34
|
-0.7%
|
|
|
48
|
Raymond James Financial
St Petersburg,
Florida
|
$308K
|
+$336K
|
+4,304
|
New
|
|
|
49
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$294K
|
-$181K
|
-2,327
|
-36%
|
|
|
50
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$289K
|
-$11.5K
|
-147
|
-4%
|
|
