|
26
|
Creative Planning
Overland Park,
Kansas
|
$3.07M
|
–
|
–
|
–
|
|
|
27
|
SigFig Wealth Management
San Francisco,
California
|
$2.98M
|
+$1.72M
|
+61,642
|
+134%
|
|
|
28
|
Horizon Family Wealth
Chicago,
Illinois
|
$2.95M
|
+$1.08M
|
+38,845
|
+57%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.88M
|
+$233K
|
+8,356
|
+9%
|
|
|
30
|
Cerity Partners OCIO
New York
|
$2.72M
|
+$855K
|
+30,706
|
+45%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$2.47M
|
-$353K
|
-12,683
|
-12%
|
|
|
32
|
Atria Investments
Charlotte,
North Carolina
|
$2.33M
|
+$2.35M
|
+84,335
|
New
|
|
|
33
|
|
$2.31M
|
-$6.91M
|
-248,095
|
-75%
|
|
|
34
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.24M
|
+$664K
|
+23,841
|
+42%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.86M
|
-$16.4K
|
-589
|
-0.9%
|
|
|
36
|
RHS Financial
San Francisco,
California
|
$1.78M
|
+$52.3K
|
+1,876
|
+3%
|
|
|
37
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.71M
|
-$1.98M
|
-71,212
|
-54%
|
|
|
38
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.67M
|
-$21.9K
|
-786
|
-1%
|
|
|
39
|
|
$1.48M
|
+$251
|
+9
|
+0%
|
|
|
40
|
Savant Capital
Rockford,
Illinois
|
$1.45M
|
-$35.3K
|
-1,267
|
-2%
|
|
|
41
|
Old Mission Capital
Chicago,
Illinois
|
$1.35M
|
+$1.36M
|
+48,987
|
New
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32M
|
-$22.3K
|
-800
|
-2%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.21M
|
-$15.1K
|
-541
|
-1%
|
|
|
44
|
Allworth Financial
Folsom,
California
|
$1.16M
|
-$148K
|
-5,308
|
-11%
|
|
|
45
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.07M
|
+$136K
|
+4,890
|
+14%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.04M
|
+$39.6K
|
+1,423
|
+4%
|
|
|
47
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.03M
|
+$10.5K
|
+378
|
+1%
|
|
|
48
|
Capital One Financial
Mclean,
Virginia
|
$907K
|
-$6.01M
|
-215,770
|
-87%
|
|
|
49
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$884K
|
-$164K
|
-5,903
|
-16%
|
|
|
50
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$839K
|
-$153K
|
-5,509
|
-15%
|
|
