|
26
|
Rockefeller Capital Management
New York
|
$1.3M
|
+$184K
|
+20,444
|
+15%
|
|
|
27
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.25M
|
-$14.5K
|
-1,615
|
-1%
|
|
|
28
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.23M
|
–
|
–
|
–
|
|
|
29
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.17M
|
-$12.3K
|
-1,371
|
-1%
|
|
|
30
|
Stolper & Co
Tulsa,
Oklahoma
|
$1.16M
|
+$603K
|
+67,156
|
+94%
|
|
|
31
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.1M
|
+$844
|
+94
|
+0.1%
|
|
|
32
|
Cooper Financial Group
Irvine,
California
|
$1.02M
|
+$15K
|
+1,675
|
+1%
|
|
|
33
|
Global Endowment Management
Charlotte,
North Carolina
|
$1M
|
–
|
–
|
–
|
|
|
34
|
Shaker Financial Services
Arlington,
Virginia
|
$910K
|
-$865K
|
-96,377
|
-47%
|
|
|
35
|
Financial Advocates Investment Management
Olympia,
Washington
|
$884K
|
-$2.59K
|
-288
|
-0.3%
|
|
|
36
|
|
$880K
|
+$542K
|
+60,369
|
+134%
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$846K
|
-$7.86K
|
-875
|
-0.9%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$824K
|
+$98.9K
|
+11,015
|
+13%
|
|
|
39
|
|
$774K
|
+$39.2K
|
+4,362
|
+5%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$768K
|
-$378K
|
-42,086
|
-31%
|
|
|
41
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$686K
|
+$65.9K
|
+7,335
|
+10%
|
|
|
42
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$679K
|
+$15K
|
+1,674
|
+2%
|
|
|
43
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$670K
|
–
|
–
|
–
|
|
|
44
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$659K
|
+$21.9K
|
+2,435
|
+3%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$657K
|
-$11K
|
-1,224
|
-2%
|
|
|
46
|
Transcend Capital Advisors
Madison,
New Jersey
|
$619K
|
+$656
|
+73
|
+0.1%
|
|
|
47
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$591K
|
-$3.37K
|
-375
|
-0.5%
|
|
|
48
|
Moors & Cabot
Boston,
Massachusetts
|
$545K
|
+$5.8K
|
+646
|
+1%
|
|
|
49
|
Envestnet Asset Management
Chicago,
Illinois
|
$509K
|
-$294K
|
-32,725
|
-35%
|
|
|
50
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$459K
|
–
|
–
|
–
|
|
