|
26
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$2.18M
|
-$102K
|
-2,053
|
-5%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.16M
|
+$319K
|
+6,442
|
+18%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$2.15M
|
-$11.5K
|
-233
|
-0.6%
|
|
|
29
|
|
$2.14M
|
-$58K
|
-1,174
|
-3%
|
|
|
30
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.88M
|
+$118K
|
+2,386
|
+7%
|
|
|
31
|
Gould Asset Management
Claremont,
California
|
$1.88M
|
+$94.2K
|
+1,905
|
+6%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.82M
|
+$25K
|
+505
|
+1%
|
|
|
33
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.75M
|
+$101K
|
+2,044
|
+6%
|
|
|
34
|
Bank of New York Mellon
New York
|
$1.7M
|
+$46.9K
|
+949
|
+3%
|
|
|
35
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.67M
|
+$643
|
+13
|
+0%
|
|
|
36
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.63M
|
–
|
–
|
–
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.58M
|
+$192K
|
+3,890
|
+15%
|
|
|
38
|
Trilogy Capital
Irvine,
California
|
$1.57M
|
+$72.5K
|
+1,467
|
+5%
|
|
|
39
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.54M
|
-$305K
|
-6,170
|
-17%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$1.48M
|
-$116K
|
-2,354
|
-8%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$1.45M
|
+$89K
|
+1,801
|
+7%
|
|
|
42
|
SageView Advisory Group
Newport Beach,
California
|
$1.35M
|
-$1.43K
|
-29
|
-0.1%
|
|
|
43
|
Eley Financial Management
South Burlington,
Vermont
|
$1.27M
|
+$160K
|
+3,238
|
+15%
|
|
|
44
|
Eastern Bank
Boston,
Massachusetts
|
$1.26M
|
-$13.2M
|
-267,970
|
-92%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$1.25M
|
-$70.7K
|
-1,429
|
-6%
|
|
|
46
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.25M
|
-$33K
|
-667
|
-3%
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.25M
|
+$1.19M
|
+24,000
|
New
|
|
|
48
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.24M
|
-$45.6K
|
-923
|
-4%
|
|
|
49
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.21M
|
-$9.44K
|
-191
|
-0.8%
|
|
|
50
|
Shira Ridge Wealth Management
Larkspur,
California
|
$1.19M
|
-$39.8K
|
-805
|
-3%
|
|
