|
51
|
Stratford Consulting
Addison,
Texas
|
$2.55M
|
-$118K
|
-1,648
|
-4%
|
|
|
52
|
One Capital Management
Westlake Village,
California
|
$2.48M
|
-$139K
|
-1,947
|
-5%
|
|
|
53
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2.4M
|
-$7.64K
|
-107
|
-0.3%
|
|
|
54
|
SimplyRich
Carlsbad,
California
|
$2.38M
|
-$1.07K
|
-15
|
-0%
|
|
|
55
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.24M
|
+$515K
|
+7,213
|
+30%
|
|
|
56
|
Private Vista
Chicago,
Illinois
|
$2.17M
|
-$502K
|
-7,029
|
-19%
|
|
|
57
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.15M
|
-$35.9K
|
-502
|
-2%
|
|
|
58
|
CPWM LLC
Seattle,
Washington
|
$2.02M
|
–
|
–
|
–
|
|
|
59
|
Private Advisor Group
Morristown,
New Jersey
|
$1.95M
|
+$118K
|
+1,652
|
+6%
|
|
|
60
|
United Capital Financial Advisors
Irving,
Texas
|
$1.8M
|
+$8.29K
|
+116
|
+0.5%
|
|
|
61
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.76M
|
+$186K
|
+2,605
|
+12%
|
|
|
62
|
Parkside Advisors
Berkeley,
California
|
$1.72M
|
+$7.71K
|
+108
|
+0.4%
|
|
|
63
|
Unison Advisors
Washington,
District of Columbia
|
$1.66M
|
-$7.71K
|
-108
|
-0.5%
|
|
|
64
|
GW & Wade
Wellesley,
Massachusetts
|
$1.53M
|
+$4.79K
|
+67
|
+0.3%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$1.52M
|
-$54.6K
|
-764
|
-3%
|
|
|
66
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.5M
|
+$543K
|
+7,607
|
+56%
|
|
|
67
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.44M
|
+$193K
|
+2,703
|
+15%
|
|
|
68
|
Advisor Group
Phoenix,
Arizona
|
$1.38M
|
+$114K
|
+1,599
|
+9%
|
|
|
69
|
Tortoise Investment Management
White Plains,
New York
|
$1.32M
|
–
|
–
|
–
|
|
|
70
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.27M
|
+$100K
|
+1,402
|
+9%
|
|
|
71
|
Cetera Advisor Networks
El Segundo,
California
|
$1.18M
|
+$1.19M
|
+16,695
|
New
|
|
|
72
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.15M
|
-$147K
|
-2,055
|
-11%
|
|
|
73
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.15M
|
+$52.5K
|
+735
|
+5%
|
|
|
74
|
Atria Investments
Charlotte,
North Carolina
|
$1.1M
|
-$2.7M
|
-37,745
|
-71%
|
|
|
75
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.03M
|
-$16.8K
|
-235
|
-2%
|
|
