|
51
|
Accredited Investors
Edina,
Minnesota
|
$2.12M
|
-$263K
|
-3,642
|
-11%
|
|
|
52
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.12M
|
–
|
–
|
–
|
|
|
53
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.11M
|
–
|
–
|
–
|
|
|
54
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.06M
|
+$255K
|
+3,536
|
+14%
|
|
|
55
|
Destination Wealth Management
Walnut Creek,
California
|
$2.02M
|
-$265K
|
-3,674
|
-12%
|
|
|
56
|
Bailard
Foster City,
California
|
$2.02M
|
+$14.4K
|
+200
|
+0.7%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.93M
|
+$153K
|
+2,120
|
+9%
|
|
|
58
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.9M
|
-$215K
|
-2,978
|
-10%
|
|
|
59
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.88M
|
+$245K
|
+3,392
|
+15%
|
|
|
60
|
Garde Capital
Seattle,
Washington
|
$1.78M
|
+$1M
|
+13,870
|
+135%
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$1.76M
|
+$1.59K
|
+22
|
+0.1%
|
|
|
62
|
Brown Advisory
Baltimore,
Maryland
|
$1.72M
|
-$244K
|
-3,380
|
-13%
|
|
|
63
|
Private Advisor Group
Morristown,
New Jersey
|
$1.6M
|
+$290K
|
+4,018
|
+23%
|
|
|
64
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.58M
|
–
|
–
|
–
|
|
|
65
|
WhitTier Trust Company
Reno,
Nevada
|
$1.58M
|
-$5.06K
|
-70
|
-0.3%
|
|
|
66
|
William Blair & Company
Chicago,
Illinois
|
$1.57M
|
+$190K
|
+2,632
|
+14%
|
|
|
67
|
Homrich & Berg
Atlanta,
Georgia
|
$1.55M
|
+$128K
|
+1,768
|
+9%
|
|
|
68
|
Evercore Wealth Management
New York
|
$1.52M
|
–
|
–
|
–
|
|
|
69
|
United Capital Financial Advisors
Irving,
Texas
|
$1.49M
|
-$26.6K
|
-368
|
-2%
|
|
|
70
|
Manchester Capital Management
Manchester,
Vermont
|
$1.46M
|
+$6.5K
|
+90
|
+0.5%
|
|
|
71
|
Grimes & Company
Westborough,
Massachusetts
|
$1.42M
|
-$240K
|
-3,322
|
-15%
|
|
|
72
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.4M
|
-$69K
|
-956
|
-5%
|
|
|
73
|
Private Capital Group
West Hartford,
Connecticut
|
$1.38M
|
+$7.51K
|
+104
|
+0.6%
|
|
|
74
|
Commerce Bank
Kansas City,
Missouri
|
$1.35M
|
–
|
–
|
–
|
|
|
75
|
AJ Wealth Strategies
New York
|
$1.35M
|
–
|
–
|
–
|
|
