|
26
|
Meritas Wealth Management
Larkspur,
California
|
$2.33M
|
+$227K
|
+21,122
|
+10%
|
|
|
27
|
Perigon Wealth Management
San Francisco,
California
|
$2.24M
|
+$45.5K
|
+4,225
|
+2%
|
|
|
28
|
Northern Trust
Chicago,
Illinois
|
$1.61M
|
–
|
–
|
–
|
|
|
29
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.37M
|
-$499K
|
-46,422
|
-26%
|
|
|
30
|
US Bancorp
Minneapolis,
Minnesota
|
$1.23M
|
+$30.2K
|
+2,809
|
+2%
|
|
|
31
|
|
$1.18M
|
+$1.52K
|
+141
|
+0.1%
|
|
|
32
|
|
$1.11M
|
+$991K
|
+92,138
|
+585%
|
|
|
33
|
Level Financial Advisors
East Amherst,
New York
|
$1.07M
|
-$19.7K
|
-1,830
|
-2%
|
|
|
34
|
Silver Oak Advisory Group
Portland,
Oregon
|
$993K
|
-$6.24K
|
-580
|
-0.6%
|
|
|
35
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$992K
|
+$84.3K
|
+7,836
|
+9%
|
|
|
36
|
Mason & Associates (California)
Los Angeles,
California
|
$935K
|
-$3.35K
|
-311
|
-0.3%
|
|
|
37
|
Index Fund Advisors
Irvine,
California
|
$910K
|
+$39.4K
|
+3,660
|
+4%
|
|
|
38
|
Pine Grove Financial Group
Woodbury,
Minnesota
|
$845K
|
-$4.13K
|
-384
|
-0.5%
|
|
|
39
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$824K
|
+$101K
|
+9,430
|
+13%
|
|
|
40
|
Modera Wealth Management
Westwood,
New Jersey
|
$675K
|
+$24K
|
+2,227
|
+4%
|
|
|
41
|
Boston Common Asset Management
Boston,
Massachusetts
|
$485K
|
+$506K
|
+46,995
|
New
|
|
|
42
|
Ariadne Wealth Management
Santa Barbara,
California
|
$478K
|
+$2.8K
|
+260
|
+0.6%
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
$445K
|
-$2.32K
|
-216
|
-0.5%
|
|
|
44
|
Private Wealth Management Group
Princeton,
New Jersey
|
$424K
|
+$17.2K
|
+1,599
|
+4%
|
|
|
45
|
NWAM LLC
Mercer Island,
Washington
|
$418K
|
+$39.5K
|
+3,668
|
+10%
|
|
|
46
|
Apella Capital
West Hartford,
Connecticut
|
$401K
|
+$9.5K
|
+883
|
+3%
|
|
|
47
|
AQR Capital Management
Greenwich,
Connecticut
|
$392K
|
-$27.9K
|
-2,595
|
-6%
|
|
|
48
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$390K
|
+$7.05K
|
+655
|
+2%
|
|
|
49
|
Equitable Holdings
New York
|
$353K
|
+$15.2K
|
+1,411
|
+4%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$286K
|
+$107K
|
+9,938
|
+56%
|
|
