|
26
|
Mission Wealth Management
Santa Barbara,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
27
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.08M
|
+$1.04M
|
+16,060
|
New
|
|
|
28
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.07M
|
–
|
–
|
–
|
|
|
29
|
Advisory Services Network
Atlanta,
Georgia
|
$1.07M
|
–
|
–
|
–
|
|
|
30
|
Atria Wealth Solutions
New York
|
$1.01M
|
+$304K
|
+4,705
|
+45%
|
|
|
31
|
Tower Research Capital (TRC)
New York
|
$879K
|
+$848K
|
+13,114
|
New
|
|
|
32
|
Jordan Park Group
San Francisco,
California
|
$861K
|
+$830K
|
+12,839
|
New
|
|
|
33
|
Tolleson Wealth Management
Dallas,
Texas
|
$804K
|
–
|
–
|
–
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$788K
|
+$82.2K
|
+1,271
|
+12%
|
|
|
35
|
|
$749K
|
+$46.2K
|
+715
|
+7%
|
|
|
36
|
Kestra Advisory Services
Austin,
Texas
|
$734K
|
+$1.42K
|
+22
|
+0.2%
|
|
|
37
|
Breakwater Investment Management
Seattle,
Washington
|
$732K
|
+$6.27K
|
+97
|
+0.9%
|
|
|
38
|
Valeo Financial Advisors
Carmel,
Indiana
|
$687K
|
–
|
–
|
–
|
|
|
39
|
Sage Advisory Services
Austin,
Texas
|
$606K
|
–
|
–
|
–
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$567K
|
+$547K
|
+8,462
|
New
|
|
|
41
|
Per Stirling Capital Management
Austin,
Texas
|
$546K
|
+$97.2K
|
+1,504
|
+23%
|
|
|
42
|
Fiduciary Trust
Boston,
Massachusetts
|
$539K
|
–
|
–
|
–
|
|
|
43
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$536K
|
+$9.18K
|
+142
|
+2%
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
$518K
|
+$499K
|
+7,725
|
New
|
|
|
45
|
Portland Global Advisors
Portland,
Maine
|
$487K
|
–
|
–
|
–
|
|
|
46
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$410K
|
+$395K
|
+6,110
|
New
|
|
|
47
|
Stephens Consulting
Flint,
Michigan
|
$392K
|
-$26.1K
|
-404
|
-6%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$386K
|
–
|
–
|
–
|
|
|
49
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$384K
|
+$4.33K
|
+67
|
+1%
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$357K
|
+$4.33K
|
+67
|
+1%
|
|
