|
26
|
Better Money Decisions
Santa Fe,
New Mexico
|
$982K
|
+$137K
|
+5,482
|
+14%
|
|
|
27
|
Brio Consultants
San Francisco,
California
|
$943K
|
-$686K
|
-27,454
|
-40%
|
|
|
28
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$895K
|
-$996K
|
-39,827
|
-50%
|
|
|
29
|
Trust Company
Manhattan,
Kansas
|
$836K
|
+$199K
|
+7,958
|
+27%
|
|
|
30
|
Whittier Trust
South Pasadena,
California
|
$758K
|
–
|
–
|
–
|
|
|
31
|
Lockerman Financial Group
Newport Beach,
California
|
$756K
|
-$25K
|
-1,000
|
-3%
|
|
|
32
|
Oppenheimer Asset Management
New York
|
$749K
|
+$41.8K
|
+1,673
|
+5%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$746K
|
+$84.5K
|
+3,380
|
+11%
|
|
|
34
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$729K
|
+$817K
|
+32,667
|
New
|
|
|
35
|
CX Institutional
Auburn,
Indiana
|
$725K
|
+$201K
|
+8,031
|
+33%
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$618K
|
-$21.8K
|
-873
|
-3%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$573K
|
-$111K
|
-4,456
|
-15%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$566K
|
+$42.1K
|
+1,684
|
+7%
|
|
|
39
|
Advisornet Financial
Minnetonka,
Minnesota
|
$549K
|
+$275K
|
+10,980
|
+81%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$544K
|
+$91.3K
|
+3,651
|
+18%
|
|
|
41
|
AssetMark Inc
Concord,
California
|
$522K
|
+$357K
|
+14,273
|
+157%
|
|
|
42
|
IMPACTfolio
Denver,
Colorado
|
$485K
|
-$118K
|
-4,710
|
-18%
|
|
|
43
|
Oppenheimer & Co
New York
|
$442K
|
+$495K
|
+19,814
|
New
|
|
|
44
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$437K
|
+$3.08K
|
+123
|
+0.6%
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$402K
|
–
|
–
|
–
|
|
|
46
|
Avantax Advisory Services
Dallas,
Texas
|
$393K
|
+$8.75K
|
+350
|
+2%
|
|
|
47
|
WhitTier Trust Company
Reno,
Nevada
|
$385K
|
+$179K
|
+7,165
|
+71%
|
|
|
48
|
Wealth Architects
Mountain View,
California
|
$369K
|
–
|
–
|
–
|
|
|
49
|
Mutual Advisors
Omaha,
Nebraska
|
$326K
|
+$365K
|
+14,589
|
New
|
|
|
50
|
Advisory Services Network
Atlanta,
Georgia
|
$313K
|
+$7.88K
|
+315
|
+2%
|
|
