|
51
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$3.01M
|
+$117K
|
+2,915
|
+4%
|
|
|
52
|
US Bancorp
Minneapolis,
Minnesota
|
$2.96M
|
-$1.81M
|
-44,980
|
-38%
|
|
|
53
|
Mission Wealth Management
Santa Barbara,
California
|
$2.95M
|
-$320K
|
-7,948
|
-10%
|
|
|
54
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$2.89M
|
+$264K
|
+6,561
|
+10%
|
|
|
55
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.88M
|
-$1.33M
|
-33,017
|
-32%
|
|
|
56
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.82M
|
+$55K
|
+1,369
|
+2%
|
|
|
57
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.76M
|
+$84.2K
|
+2,093
|
+3%
|
|
|
58
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.67M
|
-$60.9K
|
-1,515
|
-2%
|
|
|
59
|
Cerity Partners OCIO
New York
|
$2.55M
|
–
|
–
|
–
|
|
|
60
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.49M
|
-$106K
|
-2,643
|
-4%
|
|
|
61
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.46M
|
-$19M
|
-473,490
|
-89%
|
|
|
62
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.44M
|
+$188K
|
+4,678
|
+8%
|
|
|
63
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.42M
|
-$197K
|
-4,890
|
-8%
|
|
|
64
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.38M
|
-$736K
|
-18,304
|
-24%
|
|
|
65
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.34M
|
+$82.6K
|
+2,055
|
+4%
|
|
|
66
|
Vista Capital Partners
Portland,
Oregon
|
$2.33M
|
-$508K
|
-12,641
|
-18%
|
|
|
67
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.28M
|
-$626K
|
-15,563
|
-22%
|
|
|
68
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$2.27M
|
+$239K
|
+5,935
|
+12%
|
|
|
69
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.26M
|
+$326K
|
+8,107
|
+17%
|
|
|
70
|
Bear Mountain Capital
Seattle,
Washington
|
$2.26M
|
-$57.1K
|
-1,420
|
-3%
|
|
|
71
|
Raymond James Financial
St Petersburg,
Florida
|
$2.26M
|
+$1.34M
|
+33,328
|
+148%
|
|
|
72
|
Prairiewood Capital
Fargo,
North Dakota
|
$2.25M
|
+$170K
|
+4,233
|
+8%
|
|
|
73
|
Old Mission Capital
Chicago,
Illinois
|
$2.2M
|
+$2.19M
|
+54,430
|
New
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$2.19M
|
-$958K
|
-23,825
|
-31%
|
|
|
75
|
|
$2.16M
|
+$94.3K
|
+2,346
|
+5%
|
|
