|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$4.99M
|
+$488K
|
+20,852
|
+10%
|
|
|
27
|
Summit Financial
Parsippany,
New Jersey
|
$4.63M
|
+$206K
|
+8,811
|
+4%
|
|
|
28
|
Brio Consultants
San Francisco,
California
|
$4.24M
|
+$4.57M
|
+195,209
|
New
|
|
|
29
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$3.42M
|
+$482K
|
+20,599
|
+14%
|
|
|
30
|
Colony Group
Boston,
Massachusetts
|
$2.86M
|
-$542K
|
-23,149
|
-14%
|
|
|
31
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.83M
|
+$2.6M
|
+111,240
|
+462%
|
|
|
32
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$2.64M
|
-$301K
|
-12,847
|
-9%
|
|
|
33
|
SigFig Wealth Management
San Francisco,
California
|
$2.41M
|
-$266K
|
-11,352
|
-9%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$2.29M
|
-$32K
|
-1,366
|
-1%
|
|
|
35
|
Horizon Family Wealth
Chicago,
Illinois
|
$2.27M
|
-$28K
|
-1,195
|
-1%
|
|
|
36
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.22M
|
-$231K
|
-9,855
|
-9%
|
|
|
37
|
Cerity Partners OCIO
New York
|
$2.17M
|
+$72.2K
|
+3,085
|
+3%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.06M
|
-$123K
|
-5,247
|
-5%
|
|
|
39
|
Old Mission Capital
Chicago,
Illinois
|
$1.88M
|
-$4.18M
|
-178,892
|
-67%
|
|
|
40
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.6M
|
+$46.7K
|
+1,998
|
+3%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
+$273K
|
+11,656
|
+19%
|
|
|
42
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.38M
|
+$157K
|
+6,706
|
+11%
|
|
|
43
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.26M
|
+$899K
|
+38,439
|
+176%
|
|
|
44
|
LPL Financial
San Diego,
California
|
$1.08M
|
+$346K
|
+14,777
|
+40%
|
|
|
45
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.01M
|
+$105K
|
+4,478
|
+10%
|
|
|
46
|
Atria Investments
Charlotte,
North Carolina
|
$1.01M
|
+$1.13M
|
+48,257
|
New
|
|
|
47
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$934K
|
+$24.9K
|
+1,066
|
+2%
|
|
|
48
|
Savant Capital
Rockford,
Illinois
|
$902K
|
-$93.5K
|
-3,999
|
-8%
|
|
|
49
|
Merit Financial Group
Alpharetta,
Georgia
|
$891K
|
-$14.7K
|
-630
|
-1%
|
|
|
50
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$816K
|
+$912K
|
+38,967
|
New
|
|
