|
26
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.29M
|
+$124K
|
+2,974
|
+10%
|
|
|
27
|
Gould Asset Management
Claremont,
California
|
$1.27M
|
-$8.54K
|
-205
|
-0.6%
|
|
|
28
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.22M
|
–
|
–
|
–
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
-$82.7K
|
-1,986
|
-6%
|
|
|
30
|
|
$1.2M
|
–
|
–
|
–
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$1.18M
|
-$1M
|
-24,092
|
-44%
|
|
|
32
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.16M
|
+$73.9K
|
+1,775
|
+6%
|
|
|
33
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.14M
|
+$327K
|
+7,841
|
+37%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$1.1M
|
-$780K
|
-18,734
|
-40%
|
|
|
35
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.08M
|
+$31.2K
|
+750
|
+3%
|
|
|
36
|
Crux Wealth Advisors
Long Beach,
California
|
$1.07M
|
-$21.6K
|
-518
|
-2%
|
|
|
37
|
Trilogy Capital
Irvine,
California
|
$1.06M
|
+$1.13M
|
+27,234
|
New
|
|
|
38
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$926K
|
+$258K
|
+6,183
|
+35%
|
|
|
39
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$865K
|
-$42.1K
|
-1,010
|
-4%
|
|
|
40
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$856K
|
-$42.1K
|
-1,010
|
-4%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$851K
|
-$40.8K
|
-980
|
-4%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$841K
|
-$65.5K
|
-1,573
|
-7%
|
|
|
43
|
Better Money Decisions
Santa Fe,
New Mexico
|
$816K
|
+$95.6K
|
+2,296
|
+12%
|
|
|
44
|
Whittier Trust
South Pasadena,
California
|
$793K
|
–
|
–
|
–
|
|
|
45
|
SageView Advisory Group
Newport Beach,
California
|
$789K
|
+$841K
|
+20,199
|
New
|
|
|
46
|
Eley Financial Management
South Burlington,
Vermont
|
$775K
|
+$107K
|
+2,567
|
+15%
|
|
|
47
|
Harbour Investments
Madison,
Wisconsin
|
$758K
|
+$164K
|
+3,938
|
+25%
|
|
|
48
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$739K
|
+$411K
|
+9,857
|
+109%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$726K
|
-$74.8K
|
-1,795
|
-9%
|
|
|
50
|
Carr Financial Group
Worcester,
Massachusetts
|
$711K
|
+$1.92K
|
+46
|
+0.3%
|
|
