|
26
|
HeadInvest LLC
Portland,
Maine
|
$639K
|
-$17.3K
|
-750
|
-3%
|
|
|
27
|
Insigneo Advisory Services
Miami,
Florida
|
$633K
|
+$617K
|
+26,701
|
New
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$540K
|
+$70.7K
|
+3,058
|
+15%
|
|
|
29
|
Kestra Private Wealth Services
Austin,
Texas
|
$429K
|
+$198K
|
+8,557
|
+89%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$405K
|
-$806K
|
-34,875
|
-67%
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$338K
|
+$330K
|
+14,285
|
New
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$321K
|
+$313K
|
+13,556
|
New
|
|
|
33
|
Mutual Advisors
Omaha,
Nebraska
|
$293K
|
+$48.5K
|
+2,100
|
+20%
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$286K
|
-$61.9K
|
-2,679
|
-18%
|
|
|
35
|
Waverly Advisors
Birmingham,
Alabama
|
$283K
|
+$878
|
+38
|
+0.3%
|
|
|
36
|
Austin Private Wealth
Austin,
Texas
|
$274K
|
-$1.73K
|
-75
|
-0.6%
|
|
|
37
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$273K
|
-$29.7K
|
-1,284
|
-10%
|
|
|
38
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$252K
|
-$3.84K
|
-166
|
-2%
|
|
|
39
|
Legacy Trust
Grand Rapids,
Michigan
|
$251K
|
+$11.6K
|
+500
|
+5%
|
|
|
40
|
Occidental Asset Management
Burlingame,
California
|
$248K
|
–
|
–
|
–
|
|
|
41
|
Snowden Capital Advisors
New York
|
$225K
|
–
|
–
|
–
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$217K
|
+$212K
|
+9,176
|
New
|
|
|
43
|
Tableaux
Stockbridge,
Massachusetts
|
$211K
|
+$206K
|
+8,898
|
New
|
|
|
44
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$203K
|
+$198K
|
+8,558
|
New
|
|
|
45
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$153K
|
+$93.3K
|
+4,037
|
+163%
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$85.2K
|
–
|
–
|
–
|
|
|
47
|
GAMMA Investing
Foster City,
California
|
$75.4K
|
-$128K
|
-5,534
|
-63%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.1K
|
+$7.44K
|
+322
|
+14%
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$57.5K
|
+$54.5K
|
+2,360
|
+3,576%
|
|
|
50
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$52.8K
|
–
|
–
|
–
|
|
