|
26
|
Gould Asset Management
Claremont,
California
|
$1.37M
|
-$39.4K
|
-910
|
-3%
|
|
|
27
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.31M
|
–
|
–
|
–
|
|
|
28
|
|
$1.29M
|
–
|
–
|
–
|
|
|
29
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.25M
|
+$39.5K
|
+914
|
+3%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.18M
|
+$14.2K
|
+329
|
+1%
|
|
|
31
|
Crux Wealth Advisors
Long Beach,
California
|
$1.17M
|
+$1.21M
|
+27,928
|
New
|
|
|
32
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.16M
|
+$182K
|
+4,210
|
+18%
|
|
|
33
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.13M
|
+$70.6K
|
+1,633
|
+6%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.08M
|
-$9.08K
|
-210
|
-0.8%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
+$1.04M
|
+23,999
|
New
|
|
|
36
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$968K
|
+$1M
|
+23,145
|
New
|
|
|
37
|
Corient Private Wealth
Miami,
Florida
|
$967K
|
+$190K
|
+4,397
|
+23%
|
|
|
38
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$959K
|
+$991K
|
+22,920
|
New
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$952K
|
+$7.22K
|
+167
|
+0.7%
|
|
|
40
|
Affiance Financial
St. Louis Park,
Minnesota
|
$896K
|
-$3.24K
|
-75
|
-0.3%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$852K
|
+$14.7K
|
+340
|
+2%
|
|
|
42
|
Whittier Trust
South Pasadena,
California
|
$850K
|
+$6.14K
|
+142
|
+0.7%
|
|
|
43
|
Better Money Decisions
Santa Fe,
New Mexico
|
$778K
|
+$17K
|
+392
|
+2%
|
|
|
44
|
Opes Wealth Management
Menlo Park,
California
|
$762K
|
-$34.2K
|
-790
|
-4%
|
|
|
45
|
Carr Financial Group
Worcester,
Massachusetts
|
$759K
|
+$350K
|
+8,083
|
+80%
|
|
|
46
|
First United Bank & Trust
Oakland,
Maryland
|
$759K
|
-$42.2K
|
-975
|
-5%
|
|
|
47
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$733K
|
+$29.6K
|
+685
|
+4%
|
|
|
48
|
Eley Financial Management
South Burlington,
Vermont
|
$719K
|
+$40.5K
|
+937
|
+6%
|
|
|
49
|
|
$688K
|
+$711K
|
+16,444
|
New
|
|
|
50
|
NorthRock Partners
Minneapolis,
Minnesota
|
$663K
|
+$62.3K
|
+1,441
|
+10%
|
|
