|
26
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$4.8M
|
+$153K
|
+887
|
+3%
|
|
|
27
|
|
$4.63M
|
-$12.1M
|
-69,906
|
-72%
|
|
|
28
|
Wealthstream Advisors
New York
|
$3.97M
|
+$4M
|
+23,128
|
New
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$3.58M
|
+$3.6M
|
+20,843
|
New
|
|
|
30
|
IEQ Capital
Foster City,
California
|
$3.44M
|
–
|
–
|
–
|
|
|
31
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$3.08M
|
-$19.2K
|
-111
|
-0.6%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3M
|
-$25.9K
|
-150
|
-0.9%
|
|
|
33
|
Tolleson Wealth Management
Dallas,
Texas
|
$2.87M
|
–
|
–
|
–
|
|
|
34
|
Rockefeller Capital Management
New York
|
$2.6M
|
-$8.12M
|
-46,962
|
-76%
|
|
|
35
|
Colony Group
Boston,
Massachusetts
|
$2.59M
|
+$2.42K
|
+14
|
+0.1%
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$2.55M
|
+$1.82M
|
+10,538
|
+246%
|
|
|
37
|
Verus Financial Partners
Richmond,
Virginia
|
$2.53M
|
+$904K
|
+5,230
|
+61%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$2.36M
|
-$1.09M
|
-6,317
|
-31%
|
|
|
39
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.28M
|
+$253K
|
+1,466
|
+12%
|
|
|
40
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.25M
|
+$36.6K
|
+212
|
+2%
|
|
|
41
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$2.23M
|
-$85.4K
|
-494
|
-4%
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$2.13M
|
+$652K
|
+3,775
|
+44%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.11M
|
-$182K
|
-1,052
|
-8%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.97M
|
-$23.7K
|
-137
|
-1%
|
|
|
45
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.92M
|
-$72.2K
|
-418
|
-4%
|
|
|
46
|
Neuberger Berman Group
New York
|
$1.84M
|
–
|
–
|
–
|
|
|
47
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.66M
|
+$1.67M
|
+9,672
|
New
|
|
|
48
|
Hardy Reed
Tupelo,
Mississippi
|
$1.61M
|
+$637K
|
+3,688
|
+65%
|
|
|
49
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.61M
|
-$1.19M
|
-6,910
|
-42%
|
|
|
50
|
United Capital Financial Advisors
Irving,
Texas
|
$1.57M
|
–
|
–
|
–
|
|
