|
26
|
Bank of America
Charlotte,
North Carolina
|
$1.64M
|
-$44.7K
|
-698
|
-3%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$1.63M
|
+$50K
|
+781
|
+3%
|
|
|
28
|
BetterWealth
San Jose,
California
|
$1.59M
|
+$117K
|
+1,832
|
+8%
|
|
|
29
|
Level Financial Advisors
East Amherst,
New York
|
$1.56M
|
+$343K
|
+5,351
|
+28%
|
|
|
30
|
Harbour Investments
Madison,
Wisconsin
|
$1.42M
|
+$83.5K
|
+1,304
|
+6%
|
|
|
31
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.26M
|
+$271K
|
+4,234
|
+27%
|
|
|
32
|
Allworth Financial
Folsom,
California
|
$1.16M
|
-$1.41K
|
-22
|
-0.1%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
+$37K
|
+577
|
+3%
|
|
|
34
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$1.13M
|
+$307K
|
+4,798
|
+37%
|
|
|
35
|
Scott Capital Advisors
Portland,
Oregon
|
$1.07M
|
+$100K
|
+1,569
|
+10%
|
|
|
36
|
Farrell Financial
Orchard Park,
New York
|
$1.04M
|
+$13.3K
|
+207
|
+1%
|
|
|
37
|
Vontobel Holding
Zurich,
Switzerland
|
$986K
|
+$992K
|
+15,495
|
New
|
|
|
38
|
Apella Capital
West Hartford,
Connecticut
|
$950K
|
+$956K
|
+14,931
|
New
|
|
|
39
|
Clarity Wealth Development
Corvallis,
Oregon
|
$909K
|
+$51.7K
|
+807
|
+6%
|
|
|
40
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$873K
|
+$879K
|
+13,718
|
New
|
|
|
41
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$873K
|
+$149K
|
+2,328
|
+20%
|
|
|
42
|
|
$863K
|
-$1.74M
|
-27,128
|
-67%
|
|
|
43
|
Whittier Trust
South Pasadena,
California
|
$855K
|
+$856K
|
+13,367
|
+30,380%
|
|
|
44
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$849K
|
+$19K
|
+296
|
+2%
|
|
|
45
|
Novare Capital Management
Charlotte,
North Carolina
|
$824K
|
-$9.35K
|
-146
|
-1%
|
|
|
46
|
WealthSpring Partners
Long Beach,
California
|
$764K
|
+$769K
|
+12,002
|
New
|
|
|
47
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$721K
|
–
|
–
|
–
|
|
|
48
|
Curio Wealth
Annapolis,
Maryland
|
$703K
|
–
|
–
|
–
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$700K
|
-$86.5K
|
-1,351
|
-11%
|
|
|
50
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$697K
|
+$102K
|
+1,593
|
+17%
|
|
