|
26
|
Wells Fargo
San Francisco,
California
|
$1.48M
|
-$6.95K
|
-110
|
-0.5%
|
|
|
27
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.47M
|
+$1.5M
|
+23,700
|
New
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
+$1.48M
|
+23,468
|
New
|
|
|
29
|
Harbour Investments
Madison,
Wisconsin
|
$1.25M
|
+$16.5K
|
+261
|
+1%
|
|
|
30
|
Level Financial Advisors
East Amherst,
New York
|
$1.08M
|
+$241K
|
+3,817
|
+28%
|
|
|
31
|
Whittier Trust
South Pasadena,
California
|
$1,000K
|
-$152K
|
-2,405
|
-13%
|
|
|
32
|
Old Mission Capital
Chicago,
Illinois
|
$907K
|
+$924K
|
+14,624
|
New
|
|
|
33
|
Scott Capital Advisors
Portland,
Oregon
|
$896K
|
+$11.2K
|
+177
|
+1%
|
|
|
34
|
Allworth Financial
Folsom,
California
|
$883K
|
+$165K
|
+2,617
|
+23%
|
|
|
35
|
West Financial Advisors
Des Moines,
Iowa
|
$830K
|
+$32.6K
|
+516
|
+4%
|
|
|
36
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$821K
|
-$2.88M
|
-45,572
|
-77%
|
|
|
37
|
Stephens Consulting
Flint,
Michigan
|
$813K
|
+$643K
|
+10,175
|
+346%
|
|
|
38
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$772K
|
+$25.1K
|
+398
|
+3%
|
|
|
39
|
Curio Wealth
Annapolis,
Maryland
|
$758K
|
+$772K
|
+12,220
|
New
|
|
|
40
|
Novare Capital Management
Charlotte,
North Carolina
|
$673K
|
–
|
–
|
–
|
|
|
41
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$627K
|
+$438K
|
+6,934
|
+218%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$627K
|
+$5.12K
|
+81
|
+0.8%
|
|
|
43
|
Farrell Financial
Orchard Park,
New York
|
$601K
|
+$252K
|
+3,988
|
+70%
|
|
|
44
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$588K
|
+$185K
|
+2,934
|
+45%
|
|
|
45
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$576K
|
+$222K
|
+3,513
|
+61%
|
|
|
46
|
Clarity Wealth Development
Corvallis,
Oregon
|
$561K
|
+$568K
|
+8,991
|
New
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$530K
|
+$8.59K
|
+136
|
+2%
|
|
|
48
|
Csenge Advisory Group
Clearwater,
Florida
|
$523K
|
+$4.55K
|
+72
|
+0.9%
|
|
|
49
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$491K
|
–
|
–
|
–
|
|
|
50
|
Willow Creek Wealth Management
Sebastopol,
California
|
$488K
|
+$46.5K
|
+736
|
+10%
|
|
