|
26
|
Weatherstone Capital Management
Denver,
Colorado
|
$5.56M
|
+$5.56M
|
+188,746
|
New
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$4.67M
|
-$46.3K
|
-1,572
|
-1%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$4.59M
|
+$2.95M
|
+100,194
|
+183%
|
|
|
29
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$4.27M
|
+$4.25M
|
+144,459
|
New
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.21M
|
-$121K
|
-4,109
|
-3%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$3.6M
|
+$1.31M
|
+44,457
|
+58%
|
|
|
32
|
SigFig Wealth Management
San Francisco,
California
|
$3.49M
|
-$118K
|
-3,996
|
-3%
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$3.41M
|
-$2.88M
|
-97,757
|
-46%
|
|
|
34
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$3.3M
|
+$1.58M
|
+53,576
|
+92%
|
|
|
35
|
|
$3.12M
|
+$2.41M
|
+81,851
|
+346%
|
|
|
36
|
Lucia Wealth Services
San Diego,
California
|
$2.56M
|
-$761K
|
-25,867
|
-23%
|
|
|
37
|
Westover Capital Advisors
Wilmington,
Delaware
|
$2.52M
|
+$2.5M
|
+85,030
|
New
|
|
|
38
|
Wealthquest
Cincinnati,
Ohio
|
$2.4M
|
+$2.39M
|
+81,192
|
New
|
|
|
39
|
Allianz Asset Management
Munich,
Germany
|
$1.99M
|
+$1.99M
|
+67,440
|
New
|
|
|
40
|
WrapManager Inc
Mill Valley,
California
|
$1.89M
|
+$1.88M
|
+64,013
|
New
|
|
|
41
|
Insight 2811 Inc
Chicago,
Illinois
|
$1.76M
|
+$463K
|
+15,741
|
+36%
|
|
|
42
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.69M
|
-$110K
|
-3,730
|
-6%
|
|
|
43
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.54M
|
+$849K
|
+28,835
|
+124%
|
|
|
44
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.53M
|
+$577K
|
+19,591
|
+61%
|
|
|
45
|
Credit Suisse
Zurich,
Switzerland
|
$1.37M
|
+$501K
|
+17,026
|
+58%
|
|
|
46
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.31M
|
+$225K
|
+7,640
|
+21%
|
|
|
47
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.31M
|
-$6.27K
|
-213
|
-0.5%
|
|
|
48
|
SG Americas Securities
New York
|
$1.05M
|
+$1.05M
|
+35,609
|
New
|
|
|
49
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.02M
|
+$23.3K
|
+790
|
+2%
|
|
|
50
|
Monument Capital Management
Alexandria,
Virginia
|
$990K
|
-$544K
|
-18,480
|
-36%
|
|
