|
26
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.25M
|
+$71.7K
|
+3,058
|
+1%
|
|
|
27
|
Brio Consultants
San Francisco,
California
|
$4.82M
|
+$14.2K
|
+606
|
+0.3%
|
|
|
28
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$3.87M
|
-$143K
|
-6,081
|
-4%
|
|
|
29
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$3.53M
|
+$406K
|
+17,309
|
+14%
|
|
|
30
|
SigFig Wealth Management
San Francisco,
California
|
$3.3M
|
+$461K
|
+19,654
|
+17%
|
|
|
31
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.81M
|
+$191K
|
+8,132
|
+8%
|
|
|
32
|
Atria Investments
Charlotte,
North Carolina
|
$2.66M
|
+$1.41M
|
+59,944
|
+124%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$2.6M
|
-$87.3K
|
-3,721
|
-3%
|
|
|
34
|
Horizon Family Wealth
Chicago,
Illinois
|
$2.37M
|
-$283K
|
-12,059
|
-11%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.34M
|
-$70.6K
|
-3,009
|
-3%
|
|
|
36
|
Cerity Partners OCIO
New York
|
$2.32M
|
-$218K
|
-9,281
|
-9%
|
|
|
37
|
SageView Advisory Group
Newport Beach,
California
|
$2.19M
|
+$2.08M
|
+88,846
|
New
|
|
|
38
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.91M
|
+$29.6K
|
+1,261
|
+2%
|
|
|
39
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.82M
|
+$977K
|
+41,666
|
+129%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$1.67M
|
+$382K
|
+16,275
|
+32%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.63M
|
-$119K
|
-5,064
|
-7%
|
|
|
42
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.61M
|
-$5.51K
|
-235
|
-0.4%
|
|
|
43
|
|
$1.49M
|
-$21.1M
|
-897,815
|
-94%
|
|
|
44
|
Colony Group
Boston,
Massachusetts
|
$1.42M
|
-$1.85M
|
-78,976
|
-58%
|
|
|
45
|
DFPG Investments
Sandy,
Utah
|
$1.37M
|
+$1.25M
|
+53,371
|
New
|
|
|
46
|
|
$1.32M
|
+$1.26M
|
+53,774
|
New
|
|
|
47
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.29M
|
+$92K
|
+3,922
|
+8%
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.16M
|
+$57.1K
|
+2,434
|
+5%
|
|
|
49
|
Savant Capital
Rockford,
Illinois
|
$1.03M
|
-$31.2K
|
-1,332
|
-3%
|
|
|
50
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.02M
|
+$57.8K
|
+2,467
|
+6%
|
|
