|
51
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.2M
|
+$266K
|
+2,534
|
+14%
|
|
|
52
|
Pinnacle Associates
New York
|
$2.05M
|
-$33.6K
|
-320
|
-2%
|
|
|
53
|
Whittier Trust
South Pasadena,
California
|
$2.01M
|
-$57.7K
|
-550
|
-3%
|
|
|
54
|
Confluence Wealth Management
Portland,
Oregon
|
$1.99M
|
-$660K
|
-6,296
|
-25%
|
|
|
55
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.97M
|
+$321K
|
+3,061
|
+19%
|
|
|
56
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.93M
|
+$282K
|
+2,692
|
+17%
|
|
|
57
|
|
$1.88M
|
-$329K
|
-3,137
|
-15%
|
|
|
58
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.86M
|
+$72.2K
|
+688
|
+4%
|
|
|
59
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.83M
|
-$12.4K
|
-118
|
-0.7%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.83M
|
+$482K
|
+4,592
|
+36%
|
|
|
61
|
Independence Wealth Advisors
Mclean,
Virginia
|
$1.8M
|
-$34.3K
|
-327
|
-2%
|
|
|
62
|
Allen Investment Management
New York
|
$1.77M
|
+$1.77M
|
+16,917
|
New
|
|
|
63
|
PDS Planning
Dublin,
Ohio
|
$1.75M
|
+$280K
|
+2,671
|
+19%
|
|
|
64
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.71M
|
+$501K
|
+4,780
|
+41%
|
|
|
65
|
Grimes & Company
Westborough,
Massachusetts
|
$1.7M
|
+$13.3K
|
+127
|
+0.8%
|
|
|
66
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.68M
|
+$1.68M
|
+16,020
|
New
|
|
|
67
|
Symmetry Partners
Glastonbury,
Connecticut
|
$1.59M
|
+$372K
|
+3,551
|
+30%
|
|
|
68
|
Elmwood Wealth Management
Berkeley,
California
|
$1.56M
|
+$1.56M
|
+14,835
|
New
|
|
|
69
|
Alesco Advisors
Pittsford,
New York
|
$1.51M
|
+$42K
|
+400
|
+3%
|
|
|
70
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$1.51M
|
-$280K
|
-2,673
|
-16%
|
|
|
71
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.41M
|
-$255K
|
-2,434
|
-15%
|
|
|
72
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.41M
|
–
|
–
|
–
|
|
|
73
|
Provident Investment Management
Novi,
Michigan
|
$1.37M
|
-$57.7K
|
-550
|
-4%
|
|
|
74
|
Allworth Financial
Folsom,
California
|
$1.34M
|
-$41.2K
|
-393
|
-3%
|
|
|
75
|
West Coast Financial
Santa Barbara,
California
|
$1.23M
|
–
|
–
|
–
|
|
