|
26
|
Acropolis Investment Management
St. Louis,
Missouri
|
$4.82M
|
+$274K
|
+10,404
|
+6%
|
|
|
27
|
Atria Investments
Charlotte,
North Carolina
|
$4.58M
|
+$46.7K
|
+1,770
|
+1%
|
|
|
28
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$4.18M
|
-$65.3K
|
-2,475
|
-2%
|
|
|
29
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$3.88M
|
-$73.2K
|
-2,778
|
-2%
|
|
|
30
|
SigFig Wealth Management
San Francisco,
California
|
$3.47M
|
+$40.3K
|
+1,529
|
+1%
|
|
|
31
|
Horizon Family Wealth
Chicago,
Illinois
|
$3.43M
|
+$293K
|
+11,112
|
+10%
|
|
|
32
|
|
$3.38M
|
-$1.2M
|
-45,383
|
-27%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.27M
|
+$270K
|
+10,252
|
+10%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.97M
|
+$89.8K
|
+3,406
|
+3%
|
|
|
35
|
Farther Finance Advisors
San Francisco,
California
|
$2.96M
|
+$163K
|
+6,165
|
+6%
|
|
|
36
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.77M
|
-$308K
|
-11,669
|
-11%
|
|
|
37
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.38M
|
+$54.9K
|
+2,084
|
+3%
|
|
|
38
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.32M
|
-$8.99K
|
-341
|
-0.4%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$2.19M
|
-$577K
|
-21,896
|
-22%
|
|
|
40
|
|
$2.16M
|
-$57.3K
|
-2,173
|
-3%
|
|
|
41
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$2.09M
|
-$8.07K
|
-306
|
-0.4%
|
|
|
42
|
GeoWealth Management
Chicago,
Illinois
|
$1.78M
|
-$1.17M
|
-44,354
|
-41%
|
|
|
43
|
DFPG Investments
Sandy,
Utah
|
$1.6M
|
+$16.2K
|
+616
|
+1%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.55M
|
–
|
–
|
–
|
|
|
45
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.53M
|
-$39.7K
|
-1,504
|
-3%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$1.52M
|
+$1.17M
|
+44,272
|
+440%
|
|
|
47
|
LPL Financial
San Diego,
California
|
$1.35M
|
-$5.54K
|
-210
|
-0.4%
|
|
|
48
|
|
$1.32M
|
+$37.6K
|
+1,425
|
+3%
|
|
|
49
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.3M
|
-$321K
|
-12,187
|
-21%
|
|
|
50
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.29M
|
+$1.22M
|
+46,135
|
New
|
|
