|
51
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.67M
|
–
|
–
|
–
|
|
|
52
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.52M
|
+$938K
|
+4,725
|
+145%
|
|
|
53
|
Wells Fargo
San Francisco,
California
|
$1.37M
|
+$146K
|
+736
|
+11%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.26M
|
-$771K
|
-3,886
|
-37%
|
|
|
55
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.2M
|
–
|
–
|
–
|
|
|
56
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.19M
|
-$62.1K
|
-313
|
-5%
|
|
|
57
|
Neuberger Berman Group
New York
|
$1.18M
|
-$152K
|
-765
|
-11%
|
|
|
58
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
-$191K
|
-961
|
-14%
|
|
|
59
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.07M
|
–
|
–
|
–
|
|
|
60
|
Whittier Trust
South Pasadena,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
61
|
Private Advisor Group
Morristown,
New Jersey
|
$1.05M
|
+$1.09M
|
+5,509
|
New
|
|
|
62
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.04M
|
+$54.4K
|
+274
|
+5%
|
|
|
63
|
Principal Street Partners
Memphis,
Tennessee
|
$1M
|
+$521K
|
+2,624
|
+100%
|
|
|
64
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$916K
|
–
|
–
|
–
|
|
|
65
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$890K
|
–
|
–
|
–
|
|
|
66
|
BOK Financial Private Wealth
Denver,
Colorado
|
$859K
|
–
|
–
|
–
|
|
|
67
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$831K
|
-$32.9K
|
-166
|
-4%
|
|
|
68
|
Baker Avenue Asset Management
San Francisco,
California
|
$810K
|
+$133K
|
+669
|
+19%
|
|
|
69
|
Pathstone Family Office
Englewood,
New Jersey
|
$762K
|
+$793K
|
+3,995
|
New
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$757K
|
+$7.74K
|
+39
|
+1%
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$694K
|
–
|
–
|
–
|
|
|
72
|
Wealthspire Advisors (New York)
New York
|
$652K
|
+$2.38K
|
+12
|
+0.4%
|
|
|
73
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$645K
|
-$3.77K
|
-19
|
-0.6%
|
|
|
74
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$641K
|
-$39.3K
|
-198
|
-6%
|
|
|
75
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$619K
|
–
|
–
|
–
|
|
