|
26
|
|
$3.98M
|
-$1.34M
|
-51,937
|
-24%
|
|
|
27
|
Colony Group
Boston,
Massachusetts
|
$3.76M
|
-$2.22M
|
-86,499
|
-35%
|
|
|
28
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$3.36M
|
+$275K
|
+10,715
|
+8%
|
|
|
29
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$3.27M
|
+$44.6K
|
+1,734
|
+1%
|
|
|
30
|
SigFig Wealth Management
San Francisco,
California
|
$2.96M
|
+$468K
|
+18,214
|
+17%
|
|
|
31
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.72M
|
-$296K
|
-11,525
|
-9%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$2.61M
|
-$1.85K
|
-72
|
-0.1%
|
|
|
33
|
Horizon Family Wealth
Chicago,
Illinois
|
$2.58M
|
+$69.4K
|
+2,700
|
+3%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.43M
|
-$19.4K
|
-755
|
-0.7%
|
|
|
35
|
Cerity Partners OCIO
New York
|
$2.36M
|
+$48.7K
|
+1,895
|
+2%
|
|
|
36
|
RHS Financial
San Francisco,
California
|
$2.06M
|
+$597K
|
+23,212
|
+36%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.81M
|
+$244K
|
+9,486
|
+14%
|
|
|
38
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.75M
|
-$165K
|
-6,401
|
-8%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
+$311K
|
+12,085
|
+25%
|
|
|
40
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.39M
|
-$35K
|
-1,363
|
-2%
|
|
|
41
|
|
$1.37M
|
-$647K
|
-25,170
|
-30%
|
|
|
42
|
|
$1.33M
|
+$1.45M
|
+56,391
|
New
|
|
|
43
|
|
$1.24M
|
-$19.1K
|
-742
|
-1%
|
|
|
44
|
Savant Capital
Rockford,
Illinois
|
$1.11M
|
-$135K
|
-5,253
|
-10%
|
|
|
45
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.03M
|
+$129K
|
+5,008
|
+13%
|
|
|
46
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.02M
|
–
|
–
|
–
|
|
|
47
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.02M
|
+$1.11M
|
+43,160
|
New
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$901K
|
+$396K
|
+15,411
|
+67%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$878K
|
-$4.16K
|
-162
|
-0.4%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$866K
|
-$1.35M
|
-52,380
|
-59%
|
|
