|
26
|
|
$1.18M
|
+$523K
|
+23,707
|
+85%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.1M
|
-$70.8K
|
-3,210
|
-6%
|
|
|
28
|
Boston Advisors
Boston,
Massachusetts
|
$946K
|
+$54.4K
|
+2,467
|
+6%
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$946K
|
+$914K
|
+41,421
|
New
|
|
|
30
|
Bank of New York Mellon
New York
|
$841K
|
-$26K
|
-1,179
|
-3%
|
|
|
31
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$836K
|
–
|
–
|
–
|
|
|
32
|
Bailard
Foster City,
California
|
$700K
|
–
|
–
|
–
|
|
|
33
|
Madison Investment Holdings
Madison,
Wisconsin
|
$647K
|
–
|
–
|
–
|
|
|
34
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$615K
|
+$18.1K
|
+819
|
+3%
|
|
|
35
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$572K
|
–
|
–
|
–
|
|
|
36
|
Kingfisher Capital
Charlotte,
North Carolina
|
$568K
|
-$19.3K
|
-873
|
-3%
|
|
|
37
|
|
$529K
|
+$511K
|
+23,171
|
New
|
|
|
38
|
Baystate Wealth Management
Boston,
Massachusetts
|
$432K
|
+$417K
|
+18,912
|
New
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$406K
|
-$129K
|
-5,852
|
-25%
|
|
|
40
|
Klingenstein Fields & Co
New York
|
$345K
|
-$8.67K
|
-393
|
-3%
|
|
|
41
|
Atria Investments
Charlotte,
North Carolina
|
$344K
|
+$1.76K
|
+80
|
+0.5%
|
|
|
42
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$340K
|
+$3.31K
|
+150
|
+1%
|
|
|
43
|
|
$320K
|
-$232K
|
-10,507
|
-43%
|
|
|
44
|
Cambridge Trust
Cambridge,
Massachusetts
|
$295K
|
–
|
–
|
–
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
$187K
|
+$58.8K
|
+2,667
|
+48%
|
|
|
46
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$171K
|
+$165K
|
+7,469
|
New
|
|
|
47
|
Piershale Financial Group
Barrington,
Illinois
|
$70K
|
+$67.6K
|
+3,063
|
New
|
|
|
48
|
Howe & Rusling
Rochester,
New York
|
$62K
|
+$1.01K
|
+46
|
+2%
|
|
|
49
|
M&T Bank
Buffalo,
New York
|
$45K
|
+$43.3K
|
+1,962
|
New
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$38K
|
–
|
–
|
–
|
|
