|
26
|
Wells Fargo
San Francisco,
California
|
$29M
|
+$28.5K
|
+306
|
+0.1%
|
|
|
27
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$27.4M
|
+$1.77M
|
+19,018
|
+8%
|
|
|
28
|
SVB Wealth
Boston,
Massachusetts
|
$26.6M
|
-$7.38M
|
-79,418
|
-23%
|
|
|
29
|
Baystate Wealth Management
Boston,
Massachusetts
|
$26.1M
|
+$854K
|
+9,185
|
+4%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$25.9M
|
-$315K
|
-3,387
|
-1%
|
|
|
31
|
CFO4Life Group
Coppell,
Texas
|
$25.1M
|
+$872K
|
+9,377
|
+4%
|
|
|
32
|
Intrust Bank
Wichita,
Kansas
|
$20.9M
|
-$2.01M
|
-21,611
|
-9%
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.5M
|
-$16.4M
|
-176,185
|
-47%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$17.5M
|
+$3.92M
|
+42,154
|
+32%
|
|
|
35
|
Well Done LLC
Holland,
Michigan
|
$16.4M
|
-$626K
|
-6,735
|
-4%
|
|
|
36
|
Elk River Wealth Management
Denver,
Colorado
|
$16.3M
|
+$198K
|
+2,132
|
+1%
|
|
|
37
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$14.6M
|
+$1.72M
|
+18,514
|
+15%
|
|
|
38
|
Trilogy Capital
Irvine,
California
|
$14.1M
|
-$842K
|
-9,055
|
-6%
|
|
|
39
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$14.1M
|
+$248K
|
+2,664
|
+2%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.6M
|
-$13.5M
|
-144,972
|
-52%
|
|
|
41
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$12.6M
|
–
|
–
|
–
|
|
|
42
|
Merriman Wealth Management
Seattle,
Washington
|
$11.2M
|
-$335K
|
-3,598
|
-3%
|
|
|
43
|
US Financial Advisors
Braintree,
Massachusetts
|
$10.2M
|
+$415K
|
+4,468
|
+5%
|
|
|
44
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.2M
|
+$16.4K
|
+176
|
+0.2%
|
|
|
45
|
|
$10.1M
|
-$2.26M
|
-24,288
|
-20%
|
|
|
46
|
Cresset Asset Management
Chicago,
Illinois
|
$9.38M
|
-$347K
|
-3,730
|
-4%
|
|
|
47
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.3M
|
+$1.26M
|
+13,587
|
+17%
|
|
|
48
|
Summit Wealth Group
White River Junction,
Vermont
|
$8.86M
|
+$292K
|
+3,143
|
+4%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.8M
|
-$3.97M
|
-42,655
|
-33%
|
|
|
50
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$8.77M
|
-$34.3K
|
-369
|
-0.4%
|
|
