|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$3.21M
|
+$189K
|
+2,958
|
+7%
|
|
|
27
|
Colorado Capital Management
Boulder,
Colorado
|
$3.21M
|
-$67.9K
|
-1,062
|
-2%
|
|
|
28
|
KeyBank National Association
Cleveland,
Ohio
|
$3.16M
|
–
|
–
|
–
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.08M
|
-$194K
|
-3,030
|
-6%
|
|
|
30
|
Highland Private Wealth Management
Bellevue,
Washington
|
$3M
|
-$3.98M
|
-62,270
|
-58%
|
|
|
31
|
Barclays
London,
United Kingdom
|
$2.52M
|
–
|
–
|
–
|
|
|
32
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.48M
|
+$488K
|
+7,630
|
+26%
|
|
|
33
|
Brown Advisory
Baltimore,
Maryland
|
$2.3M
|
-$509K
|
-7,964
|
-19%
|
|
|
34
|
MML Investors Services
Springfield,
Massachusetts
|
$2.28M
|
+$1.17M
|
+18,274
|
+116%
|
|
|
35
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$2.19M
|
+$4.48K
|
+70
|
+0.2%
|
|
|
36
|
Merriman Wealth Management
Seattle,
Washington
|
$2.14M
|
–
|
–
|
–
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.11M
|
–
|
–
|
–
|
|
|
38
|
C-J Advisory
San Jose,
California
|
$2.07M
|
+$226K
|
+3,528
|
+13%
|
|
|
39
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.05M
|
+$1.96M
|
+30,636
|
New
|
|
|
40
|
Accredited Investors
Edina,
Minnesota
|
$1.95M
|
-$3.96K
|
-62
|
-0.2%
|
|
|
41
|
HM Payson & Co
Portland,
Maine
|
$1.95M
|
+$913K
|
+14,278
|
+96%
|
|
|
42
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.93M
|
–
|
–
|
–
|
|
|
43
|
Bailard
Foster City,
California
|
$1.91M
|
+$175K
|
+2,740
|
+11%
|
|
|
44
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.9M
|
+$449K
|
+7,022
|
+31%
|
|
|
45
|
Corbett Road Capital Management
Mclean,
Virginia
|
$1.79M
|
+$1.71M
|
+26,672
|
New
|
|
|
46
|
WhitTier Trust Company
Reno,
Nevada
|
$1.69M
|
+$73.5K
|
+1,150
|
+5%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$1.64M
|
-$36.6K
|
-572
|
-2%
|
|
|
48
|
AJ Wealth Strategies
New York
|
$1.52M
|
–
|
–
|
–
|
|
|
49
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.51M
|
–
|
–
|
–
|
|
|
50
|
Granite Investment Partners
El Segundo,
California
|
$1.46M
|
+$1.36M
|
+21,230
|
New
|
|
