|
26
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$3.63M
|
+$3.82M
|
+106,264
|
New
|
|
|
27
|
Clune & Associates
Chicago,
Illinois
|
$3.54M
|
+$3.72M
|
+103,571
|
New
|
|
|
28
|
Clarius Group LLC
Seattle,
Washington
|
$3.27M
|
-$5.06M
|
-140,965
|
-60%
|
|
|
29
|
Wade Financial Advisory
Campbell,
California
|
$3.16M
|
+$177K
|
+4,922
|
+6%
|
|
|
30
|
|
$3.05M
|
+$25.1K
|
+699
|
+0.8%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.84M
|
+$30.6K
|
+853
|
+1%
|
|
|
32
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.71M
|
+$61.4K
|
+1,711
|
+2%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.7M
|
+$6.07K
|
+169
|
+0.2%
|
|
|
34
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.63M
|
+$339K
|
+9,445
|
+14%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$2.47M
|
+$231K
|
+6,438
|
+10%
|
|
|
36
|
Quadcap Wealth Management
Frisco,
Texas
|
$2.33M
|
-$152K
|
-4,246
|
-6%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$2.3M
|
+$818K
|
+22,777
|
+51%
|
|
|
38
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.18M
|
-$69.7K
|
-1,940
|
-3%
|
|
|
39
|
|
$1.99M
|
+$1.83M
|
+50,856
|
+693%
|
|
|
40
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.97M
|
+$229K
|
+6,379
|
+12%
|
|
|
41
|
McGrath & Associates
Asheville,
North Carolina
|
$1.92M
|
+$2.02M
|
+56,201
|
New
|
|
|
42
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.91M
|
+$42.7K
|
+1,188
|
+2%
|
|
|
43
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.9M
|
-$206K
|
-5,724
|
-9%
|
|
|
44
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.74M
|
-$152K
|
-4,224
|
-8%
|
|
|
45
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.69M
|
-$75.4K
|
-2,099
|
-4%
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
$1.49M
|
+$1.36K
|
+38
|
+0.1%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.45M
|
-$489K
|
-13,613
|
-24%
|
|
|
48
|
Cresset Asset Management
Chicago,
Illinois
|
$1.4M
|
+$934
|
+26
|
+0.1%
|
|
|
49
|
Mercer Global Advisors
Denver,
Colorado
|
$1.35M
|
-$5.44M
|
-151,606
|
-79%
|
|
|
50
|
Asset Dedication LLC
San Francisco,
California
|
$1.3M
|
-$94.1K
|
-2,620
|
-6%
|
|
