|
26
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.3M
|
–
|
–
|
–
|
|
|
27
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.3M
|
+$77.3K
|
+1,967
|
+7%
|
|
|
28
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.28M
|
-$254K
|
-6,462
|
-17%
|
|
|
29
|
|
$1.28M
|
–
|
–
|
–
|
|
|
30
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.28M
|
+$47.4K
|
+1,205
|
+4%
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$1.28M
|
+$26.8K
|
+681
|
+2%
|
|
|
32
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.25M
|
+$92.7K
|
+2,358
|
+9%
|
|
|
33
|
Private Advisor Group
Morristown,
New Jersey
|
$1.22M
|
-$293K
|
-7,447
|
-20%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
-$500K
|
-12,709
|
-30%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
+$33.5K
|
+851
|
+3%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19M
|
-$96.7K
|
-2,459
|
-8%
|
|
|
37
|
Trilogy Capital
Irvine,
California
|
$1.15M
|
+$17.4K
|
+442
|
+2%
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$1.12M
|
+$294K
|
+7,491
|
+39%
|
|
|
39
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.03M
|
-$319K
|
-8,120
|
-25%
|
|
|
40
|
SageView Advisory Group
Newport Beach,
California
|
$994K
|
+$114K
|
+2,896
|
+14%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$955K
|
+$58.3K
|
+1,482
|
+7%
|
|
|
42
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$948K
|
-$33.3K
|
-848
|
-4%
|
|
|
43
|
Bessemer Group
Woodbridge,
New Jersey
|
$912K
|
+$864K
|
+21,985
|
New
|
|
|
44
|
Better Money Decisions
Santa Fe,
New Mexico
|
$902K
|
+$33.4K
|
+850
|
+4%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$877K
|
+$125K
|
+3,171
|
+18%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$876K
|
-$592K
|
-15,057
|
-42%
|
|
|
47
|
D.A. Davidson & Co
Great Falls,
Montana
|
$870K
|
-$32K
|
-814
|
-4%
|
|
|
48
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$863K
|
+$73.8K
|
+1,878
|
+10%
|
|
|
49
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$859K
|
-$56K
|
-1,425
|
-6%
|
|
|
50
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$850K
|
-$56K
|
-1,425
|
-7%
|
|
