|
51
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$400K
|
-$43.9K
|
-1,972
|
-10%
|
|
|
52
|
Old Mission Capital
Chicago,
Illinois
|
$384K
|
+$33K
|
+1,482
|
+10%
|
|
|
53
|
Boreal Capital Management
Miami,
Florida
|
$370K
|
–
|
–
|
–
|
|
|
54
|
Parallel Advisors
San Francisco,
California
|
$338K
|
+$11.1K
|
+500
|
+3%
|
|
|
55
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$325K
|
-$1.6K
|
-72
|
-0.5%
|
|
|
56
|
Envestnet Asset Management
Chicago,
Illinois
|
$293K
|
+$289K
|
+13,016
|
New
|
|
|
57
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$287K
|
-$53.2K
|
-2,392
|
-16%
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
$276K
|
+$62.4K
|
+2,805
|
+30%
|
|
|
59
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$276K
|
-$28.5K
|
-1,283
|
-9%
|
|
|
60
|
Windsor Capital Management
Phoenix,
Arizona
|
$271K
|
-$9.99K
|
-449
|
-4%
|
|
|
61
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$269K
|
-$104K
|
-4,670
|
-28%
|
|
|
62
|
|
$250K
|
+$247K
|
+11,086
|
New
|
|
|
63
|
Orion Capital Management
Coronado,
California
|
$248K
|
+$80.1K
|
+3,600
|
+49%
|
|
|
64
|
Tableaux
Stockbridge,
Massachusetts
|
$247K
|
+$244K
|
+10,979
|
New
|
|
|
65
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$243K
|
–
|
–
|
–
|
|
|
66
|
Mercer Global Advisors
Denver,
Colorado
|
$240K
|
+$237K
|
+10,662
|
New
|
|
|
67
|
Beacon Pointe Advisors
Newport Beach,
California
|
$215K
|
-$126K
|
-5,651
|
-37%
|
|
|
68
|
Rialto Wealth Management
Syracuse,
New York
|
$204K
|
+$22.7K
|
+1,020
|
+13%
|
|
|
69
|
Tempus Wealth Planning
Irvine,
California
|
$202K
|
+$199K
|
+8,948
|
New
|
|
|
70
|
10Elms LLP
Tulsa,
Oklahoma
|
$107K
|
–
|
–
|
–
|
|
|
71
|
EP Wealth Advisors
Torrance,
California
|
$101K
|
–
|
–
|
–
|
|
|
72
|
Comerica Bank
Dallas,
Texas
|
$96K
|
-$1.8K
|
-81
|
-2%
|
|
|
73
|
High Note Wealth
Deephaven,
Minnesota
|
$62K
|
+$61.2K
|
+2,750
|
New
|
|
|
74
|
|
$47K
|
-$12.1K
|
-542
|
-21%
|
|
|
75
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41K
|
-$5.38K
|
-242
|
-12%
|
|
