|
26
|
Washington Trust Bank
Spokane,
Washington
|
$2.56M
|
-$2.37M
|
-69,223
|
-49%
|
|
|
27
|
Sharper & Granite
El Segundo,
California
|
$2.21M
|
-$72.7K
|
-2,121
|
-3%
|
|
|
28
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.08M
|
+$178K
|
+5,205
|
+10%
|
|
|
29
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.92M
|
-$79K
|
-2,305
|
-4%
|
|
|
30
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.91M
|
+$1.85M
|
+54,000
|
New
|
|
|
31
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$1.66M
|
-$24.6K
|
-717
|
-2%
|
|
|
32
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.61M
|
+$88.9K
|
+2,595
|
+6%
|
|
|
33
|
|
$1.36M
|
+$209K
|
+6,087
|
+19%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$1.25M
|
-$17.9K
|
-521
|
-1%
|
|
|
35
|
Lido Advisors
Los Angeles,
California
|
$1.21M
|
+$240K
|
+7,000
|
+26%
|
|
|
36
|
AllSquare Wealth Management
Albany,
New York
|
$1.2M
|
-$128K
|
-3,723
|
-10%
|
|
|
37
|
|
$1.08M
|
-$26.5K
|
-773
|
-2%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.04M
|
-$50.8K
|
-1,483
|
-5%
|
|
|
39
|
Advisory Services Network
Atlanta,
Georgia
|
$1.02M
|
+$320K
|
+9,328
|
+47%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.01M
|
-$2.6K
|
-76
|
-0.3%
|
|
|
41
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1M
|
+$498K
|
+14,533
|
+105%
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$991K
|
-$45.8K
|
-1,335
|
-5%
|
|
|
43
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$982K
|
-$249K
|
-7,266
|
-21%
|
|
|
44
|
MONECO Advisors
Fairfield,
Connecticut
|
$963K
|
+$9.67K
|
+282
|
+1%
|
|
|
45
|
Atria Investments
Charlotte,
North Carolina
|
$942K
|
-$72.5K
|
-2,115
|
-7%
|
|
|
46
|
Fort Point Capital Partners
San Francisco,
California
|
$935K
|
-$77.7K
|
-2,266
|
-8%
|
|
|
47
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$889K
|
+$863K
|
+25,180
|
New
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
$851K
|
+$363K
|
+10,582
|
+78%
|
|
|
49
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$802K
|
–
|
–
|
–
|
|
|
50
|
Bailard
Foster City,
California
|
$777K
|
–
|
–
|
–
|
|
