|
26
|
Bank of New York Mellon
New York
|
$3.54M
|
-$102K
|
-1,192
|
-3%
|
|
|
27
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.97M
|
-$44.4K
|
-520
|
-2%
|
|
|
28
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.63M
|
–
|
–
|
–
|
|
|
29
|
LPL Financial
San Diego,
California
|
$2.43M
|
-$205K
|
-2,398
|
-8%
|
|
|
30
|
Brighton Jones LLC
Seattle,
Washington
|
$1.92M
|
+$3.24K
|
+38
|
+0.2%
|
|
|
31
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$1.86M
|
+$3.92K
|
+46
|
+0.2%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$1.66M
|
+$71.6K
|
+839
|
+5%
|
|
|
33
|
|
$1.65M
|
+$16.3K
|
+191
|
+1%
|
|
|
34
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.49M
|
–
|
–
|
–
|
|
|
35
|
Mission Wealth Management
Santa Barbara,
California
|
$1.47M
|
-$17.9K
|
-210
|
-1%
|
|
|
36
|
Jordan Park Group
San Francisco,
California
|
$1.46M
|
+$1.41M
|
+16,522
|
New
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
+$60.7K
|
+712
|
+5%
|
|
|
38
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.41M
|
-$25.3K
|
-297
|
-2%
|
|
|
39
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.4M
|
-$4.44M
|
-52,000
|
-77%
|
|
|
40
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.19M
|
-$20.8K
|
-244
|
-2%
|
|
|
41
|
Sonoma Allocations
Santa Rosa,
California
|
$1.02M
|
+$198K
|
+2,325
|
+25%
|
|
|
42
|
Rockefeller Capital Management
New York
|
$982K
|
–
|
–
|
–
|
|
|
43
|
Sage Advisory Services
Austin,
Texas
|
$914K
|
-$23K
|
-269
|
-3%
|
|
|
44
|
Breakwater Investment Management
Seattle,
Washington
|
$900K
|
-$101K
|
-1,184
|
-10%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$893K
|
-$13.9K
|
-163
|
-2%
|
|
|
46
|
Diversified Trust
Memphis,
Tennessee
|
$844K
|
–
|
–
|
–
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$819K
|
+$11.3K
|
+132
|
+1%
|
|
|
48
|
Valeo Financial Advisors
Carmel,
Indiana
|
$745K
|
–
|
–
|
–
|
|
|
49
|
Fiduciary Trust
Boston,
Massachusetts
|
$742K
|
–
|
–
|
–
|
|
|
50
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$733K
|
-$12.5K
|
-146
|
-2%
|
|
