|
26
|
Gould Asset Management
Claremont,
California
|
$1.42M
|
-$41K
|
-1,005
|
-3%
|
|
|
27
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.4M
|
+$10.8K
|
+266
|
+0.8%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.35M
|
+$51.3K
|
+1,257
|
+4%
|
|
|
29
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.32M
|
–
|
–
|
–
|
|
|
30
|
|
$1.3M
|
–
|
–
|
–
|
|
|
31
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.23M
|
+$89.1K
|
+2,186
|
+8%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.18M
|
-$65.4K
|
-1,605
|
-5%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
+$41.6K
|
+1,021
|
+4%
|
|
|
34
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.07M
|
+$26.1K
|
+641
|
+3%
|
|
|
35
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$998K
|
+$962K
|
+23,604
|
New
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$955K
|
+$96.3K
|
+2,363
|
+12%
|
|
|
37
|
Affiance Financial
St. Louis Park,
Minnesota
|
$908K
|
+$7.71K
|
+189
|
+0.9%
|
|
|
38
|
Whittier Trust
South Pasadena,
California
|
$853K
|
–
|
–
|
–
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$847K
|
+$58K
|
+1,422
|
+8%
|
|
|
40
|
First United Bank & Trust
Oakland,
Maryland
|
$808K
|
+$137K
|
+3,360
|
+21%
|
|
|
41
|
Opes Wealth Management
Menlo Park,
California
|
$803K
|
+$21.6K
|
+530
|
+3%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$791K
|
+$184K
|
+4,505
|
+32%
|
|
|
43
|
Better Money Decisions
Santa Fe,
New Mexico
|
$770K
|
+$83.9K
|
+2,058
|
+13%
|
|
|
44
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$711K
|
+$11.9K
|
+293
|
+2%
|
|
|
45
|
Eley Financial Management
South Burlington,
Vermont
|
$687K
|
+$41.6K
|
+1,021
|
+7%
|
|
|
46
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$684K
|
-$11.3K
|
-278
|
-2%
|
|
|
47
|
Portland Global Advisors
Portland,
Maine
|
$636K
|
+$6.12K
|
+150
|
+1%
|
|
|
48
|
Harbour Investments
Madison,
Wisconsin
|
$633K
|
+$520K
|
+12,759
|
+580%
|
|
|
49
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$630K
|
+$98.4K
|
+2,413
|
+19%
|
|
|
50
|
NorthRock Partners
Minneapolis,
Minnesota
|
$609K
|
+$226K
|
+5,550
|
+63%
|
|
