|
26
|
Gould Asset Management
Claremont,
California
|
$1.42M
|
-$18.5K
|
-420
|
-1%
|
|
|
27
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.42M
|
-$64.9K
|
-1,473
|
-4%
|
|
|
28
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.4M
|
–
|
–
|
–
|
|
|
29
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.39M
|
+$2.91K
|
+66
|
+0.2%
|
|
|
30
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.38M
|
+$26.6K
|
+604
|
+2%
|
|
|
31
|
|
$1.38M
|
–
|
–
|
–
|
|
|
32
|
HighTower Advisors
Chicago,
Illinois
|
$1.27M
|
+$20.7K
|
+469
|
+2%
|
|
|
33
|
Shira Ridge Wealth Management
Larkspur,
California
|
$1.25M
|
-$4.82M
|
-109,315
|
-80%
|
|
|
34
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.22M
|
+$261K
|
+5,923
|
+28%
|
|
|
35
|
EP Wealth Advisors
Torrance,
California
|
$1.2M
|
+$1.18M
|
+26,808
|
New
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$1.19M
|
-$28.4K
|
-645
|
-2%
|
|
|
37
|
Trilogy Capital
Irvine,
California
|
$1.18M
|
-$52.4K
|
-1,188
|
-4%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.18M
|
+$81.8K
|
+1,855
|
+8%
|
|
|
39
|
SageView Advisory Group
Newport Beach,
California
|
$1.16M
|
+$57.9K
|
+1,314
|
+5%
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$1.16M
|
-$188K
|
-4,266
|
-14%
|
|
|
41
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$746K
|
+16,911
|
+189%
|
|
|
42
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.11M
|
-$18.9K
|
-428
|
-2%
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.08M
|
+$41.6K
|
+943
|
+4%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$18.1K
|
+410
|
+2%
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$1M
|
-$23K
|
-521
|
-2%
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
$946K
|
–
|
–
|
–
|
|
|
47
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$923K
|
-$7.5K
|
-170
|
-0.8%
|
|
|
48
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$917K
|
-$3.97K
|
-90
|
-0.4%
|
|
|
49
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$911K
|
–
|
–
|
–
|
|
|
50
|
Eley Financial Management
South Burlington,
Vermont
|
$904K
|
+$30.8K
|
+699
|
+4%
|
|
