|
26
|
Whittier Trust
South Pasadena,
California
|
$584K
|
+$595K
|
+8,351
|
New
|
|
|
27
|
|
$572K
|
+$38.5K
|
+541
|
+7%
|
|
|
28
|
Corient Private Wealth
Miami,
Florida
|
$571K
|
–
|
–
|
–
|
|
|
29
|
Comerica Bank
Dallas,
Texas
|
$520K
|
–
|
–
|
–
|
|
|
30
|
Wealth Architects
Mountain View,
California
|
$514K
|
-$23.3K
|
-327
|
-4%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$485K
|
–
|
–
|
–
|
|
|
32
|
Horizon Family Wealth
Chicago,
Illinois
|
$448K
|
+$10.7K
|
+150
|
+2%
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$393K
|
-$3.21K
|
-45
|
-0.8%
|
|
|
34
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$388K
|
-$59.5K
|
-835
|
-13%
|
|
|
35
|
TFB Advisors
Overland Park,
Kansas
|
$372K
|
+$4.42K
|
+62
|
+1%
|
|
|
36
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$370K
|
+$377K
|
+5,293
|
New
|
|
|
37
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$314K
|
-$6.34K
|
-89
|
-2%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$299K
|
-$319K
|
-4,473
|
-51%
|
|
|
39
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$294K
|
–
|
–
|
–
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$290K
|
+$295K
|
+4,148
|
New
|
|
|
41
|
Forum Financial Management
Lombard,
Illinois
|
$285K
|
–
|
–
|
–
|
|
|
42
|
Colonial River Investments
Midlothian,
Virginia
|
$274K
|
-$83.4K
|
-1,171
|
-23%
|
|
|
43
|
Axxcess Wealth Management
Carlsbad,
California
|
$274K
|
+$279K
|
+3,913
|
New
|
|
|
44
|
Callan Capital
La Jolla,
California
|
$274K
|
+$2.92K
|
+41
|
+1%
|
|
|
45
|
Zions Bancorporation
Salt Lake City,
Utah
|
$257K
|
–
|
–
|
–
|
|
|
46
|
Strategic Blueprint
Atlanta,
Georgia
|
$257K
|
-$17.8K
|
-250
|
-6%
|
|
|
47
|
Wealthstream Advisors
New York
|
$254K
|
-$11.3K
|
-159
|
-4%
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$189K
|
-$22.3K
|
-313
|
-10%
|
|
|
49
|
Garde Capital
Seattle,
Washington
|
$185K
|
–
|
–
|
–
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$165K
|
–
|
–
|
–
|
|
