|
26
|
Whittier Trust
South Pasadena,
California
|
$535K
|
+$194K
|
+7,025
|
+61%
|
|
|
27
|
EP Wealth Advisors
Torrance,
California
|
$495K
|
+$57.2K
|
+2,068
|
+14%
|
|
|
28
|
Baystate Wealth Management
Boston,
Massachusetts
|
$448K
|
+$14K
|
+507
|
+3%
|
|
|
29
|
Willow Creek Wealth Management
Sebastopol,
California
|
$448K
|
+$428K
|
+15,499
|
New
|
|
|
30
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$436K
|
+$149K
|
+5,377
|
+56%
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$430K
|
+$411K
|
+14,860
|
New
|
|
|
32
|
Retirement Capital Strategies
San Jose,
California
|
$425K
|
+$18K
|
+650
|
+5%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$402K
|
+$42.6K
|
+1,543
|
+13%
|
|
|
34
|
Corbett Road Capital Management
Mclean,
Virginia
|
$379K
|
+$362K
|
+13,088
|
New
|
|
|
35
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$379K
|
+$362K
|
+13,102
|
New
|
|
|
36
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$349K
|
+$63K
|
+2,279
|
+23%
|
|
|
37
|
Main Management
San Francisco,
California
|
$317K
|
-$63.2K
|
-2,287
|
-17%
|
|
|
38
|
Personal Capital Advisors
Redwood City,
California
|
$317K
|
-$9.54K
|
-345
|
-3%
|
|
|
39
|
Parkside Advisors
Berkeley,
California
|
$317K
|
+$303K
|
+10,976
|
New
|
|
|
40
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$316K
|
–
|
–
|
–
|
|
|
41
|
Morningstar Investment Services
Chicago,
Illinois
|
$314K
|
+$300K
|
+10,855
|
New
|
|
|
42
|
Advisor Group
Phoenix,
Arizona
|
$302K
|
+$287K
|
+10,375
|
+17,888%
|
|
|
43
|
Anfield Capital Management
Irvine,
California
|
$298K
|
+$282K
|
+10,215
|
New
|
|
|
44
|
Portland Global Advisors
Portland,
Maine
|
$275K
|
–
|
–
|
–
|
|
|
45
|
Affinity Capital Advisors
Berkeley,
California
|
$257K
|
+$246K
|
+8,887
|
New
|
|
|
46
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$247K
|
-$5.39K
|
-195
|
-2%
|
|
|
47
|
Stokes Family Office
New Orleans,
Louisiana
|
$227K
|
+$217K
|
+7,850
|
New
|
|
|
48
|
Grimes & Company
Westborough,
Massachusetts
|
$214K
|
+$205K
|
+7,404
|
New
|
|
|
49
|
Autus Asset Management
Scottsdale,
Arizona
|
$213K
|
+$203K
|
+7,358
|
New
|
|
|
50
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$212K
|
-$13.8K
|
-500
|
-6%
|
|
