|
26
|
Spinnaker Trust
Portland,
Maine
|
$19.7M
|
-$13M
|
-240,185
|
-40%
|
|
|
27
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$18.5M
|
+$673K
|
+12,395
|
+4%
|
|
|
28
|
Karp Capital Management
Sausalito,
California
|
$18.2M
|
+$885K
|
+16,284
|
+5%
|
|
|
29
|
Whitney & Co
Rochester,
New York
|
$15.8M
|
+$323K
|
+5,951
|
+2%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$15.5M
|
+$6.34M
|
+116,756
|
+70%
|
|
|
31
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$13.7M
|
-$12.2M
|
-225,340
|
-47%
|
|
|
32
|
Vicus Capital
State College,
Pennsylvania
|
$13.5M
|
+$60.7K
|
+1,117
|
+0.5%
|
|
|
33
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$12.8M
|
+$12.7M
|
+234,280
|
New
|
|
|
34
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$12.8M
|
+$2.63M
|
+48,415
|
+26%
|
|
|
35
|
Cetera Advisor Networks
El Segundo,
California
|
$12M
|
+$668K
|
+12,292
|
+6%
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.7M
|
–
|
–
|
–
|
|
|
37
|
Eaton Vance Management
Boston,
Massachusetts
|
$10.8M
|
+$1.84M
|
+33,831
|
+21%
|
|
|
38
|
Agilis Partners
Waltham,
Massachusetts
|
$10.6M
|
-$30.5K
|
-562
|
-0.3%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
+$214K
|
+3,940
|
+2%
|
|
|
40
|
Capital Planning
Bellevue,
Washington
|
$9.66M
|
+$9.62M
|
+176,995
|
New
|
|
|
41
|
R.W. Roge & Company
Bohemia,
New York
|
$9.14M
|
+$359K
|
+6,615
|
+4%
|
|
|
42
|
|
$8.53M
|
+$490K
|
+9,017
|
+6%
|
|
|
43
|
Corrado Advisors
Ramsey,
New Jersey
|
$7.77M
|
-$608K
|
-11,192
|
-7%
|
|
|
44
|
Wilshire Advisors
Santa Monica,
California
|
$7.24M
|
+$145K
|
+2,671
|
+2%
|
|
|
45
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.2M
|
+$7.16M
|
+131,851
|
New
|
|
|
46
|
Systelligence LLC
Bloomington,
Minnesota
|
$7.14M
|
+$55.6K
|
+1,024
|
+0.8%
|
|
|
47
|
ETF Portfolio Partners
Leawood,
Kansas
|
$7.01M
|
+$96.2K
|
+1,771
|
+1%
|
|
|
48
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.8M
|
+$559K
|
+10,281
|
+9%
|
|
|
49
|
Bank of New York Mellon
New York
|
$6.8M
|
+$1.85M
|
+33,995
|
+38%
|
|
|
50
|
Mattern Wealth Management
Lawrence,
Kansas
|
$6.8M
|
+$4.32M
|
+79,532
|
+177%
|
|
