|
26
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.37M
|
–
|
–
|
–
|
|
|
27
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.36M
|
-$10.4K
|
-242
|
-0.8%
|
|
|
28
|
|
$1.35M
|
–
|
–
|
–
|
|
|
29
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.33M
|
+$15.3K
|
+354
|
+1%
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$1.32M
|
-$26.4K
|
-613
|
-2%
|
|
|
31
|
Harbour Investments
Madison,
Wisconsin
|
$1.25M
|
+$68.1K
|
+1,580
|
+6%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
-$22.2K
|
-514
|
-2%
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$1.22M
|
-$51.9K
|
-1,204
|
-4%
|
|
|
34
|
Trilogy Capital
Irvine,
California
|
$1.21M
|
-$3.75K
|
-87
|
-0.3%
|
|
|
35
|
Corient Private Wealth
Miami,
Florida
|
$1.2M
|
+$188K
|
+4,359
|
+19%
|
|
|
36
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.11M
|
+$21K
|
+488
|
+2%
|
|
|
37
|
SageView Advisory Group
Newport Beach,
California
|
$1.08M
|
+$67.8K
|
+1,574
|
+7%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.07M
|
-$213K
|
-4,940
|
-17%
|
|
|
39
|
Values Added Financial
Washington,
District of Columbia
|
$1.04M
|
+$414K
|
+9,599
|
+68%
|
|
|
40
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.02M
|
+$98.6K
|
+2,288
|
+11%
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$1.01M
|
-$278K
|
-6,451
|
-22%
|
|
|
42
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$993K
|
-$8.58K
|
-199
|
-0.9%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$981K
|
+$55.2K
|
+1,280
|
+6%
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$973K
|
+$44.6K
|
+1,036
|
+5%
|
|
|
45
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$936K
|
+$23.8K
|
+552
|
+3%
|
|
|
46
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$914K
|
+$5.82K
|
+135
|
+0.7%
|
|
|
47
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$904K
|
+$5.82K
|
+135
|
+0.7%
|
|
|
48
|
Whittier Trust
South Pasadena,
California
|
$896K
|
–
|
–
|
–
|
|
|
49
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$894K
|
–
|
–
|
–
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$894K
|
+$451K
|
+10,458
|
+105%
|
|
