|
26
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.41M
|
–
|
–
|
–
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$2.92M
|
+$271K
|
+1,348
|
+10%
|
|
|
28
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$2.81M
|
+$13.9K
|
+69
|
+0.5%
|
|
|
29
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.74M
|
-$54.9K
|
-273
|
-2%
|
|
|
30
|
Pegasus Partners
Mequon,
Wisconsin
|
$2.67M
|
-$128K
|
-638
|
-5%
|
|
|
31
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$2.6M
|
+$2.56M
|
+12,722
|
New
|
|
|
32
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.44M
|
-$98.6K
|
-490
|
-4%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$2.44M
|
-$69.8K
|
-347
|
-3%
|
|
|
34
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.41M
|
–
|
–
|
–
|
|
|
35
|
Neuberger Berman Group
New York
|
$2.3M
|
–
|
–
|
–
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.3M
|
+$4.22K
|
+21
|
+0.2%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13M
|
-$2.36M
|
-11,729
|
-53%
|
|
|
38
|
Flow Traders U.S.
New York
|
$2.13M
|
+$2.1M
|
+10,430
|
New
|
|
|
39
|
Principal Street Partners
Memphis,
Tennessee
|
$2M
|
+$1.14M
|
+5,658
|
+136%
|
|
|
40
|
United Capital Financial Advisors
Irving,
Texas
|
$1.96M
|
-$136K
|
-678
|
-7%
|
|
|
41
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.78M
|
+$1.76M
|
+8,741
|
New
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$1.71M
|
+$1.2M
|
+5,960
|
+248%
|
|
|
43
|
|
$1.61M
|
-$521K
|
-2,591
|
-25%
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
|
45
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.37M
|
+$2.41K
|
+12
|
+0.2%
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$1.2M
|
+$11.7K
|
+58
|
+1%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.13M
|
-$12.8M
|
-63,386
|
-92%
|
|
|
48
|
Whittier Trust
South Pasadena,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
+$116K
|
+575
|
+11%
|
|
|
50
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.08M
|
–
|
–
|
–
|
|
