|
26
|
Brio Consultants
San Francisco,
California
|
$1.15M
|
+$91K
|
+3,653
|
+9%
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
-$682K
|
-27,358
|
-39%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
+$208K
|
+8,331
|
+25%
|
|
|
29
|
Empirical Wealth Management
Seattle,
Washington
|
$1.03M
|
-$536K
|
-21,500
|
-35%
|
|
|
30
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.01M
|
-$21.2K
|
-852
|
-2%
|
|
|
31
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$992K
|
+$144K
|
+5,779
|
+18%
|
|
|
32
|
Trust Company
Manhattan,
Kansas
|
$945K
|
-$20.1K
|
-806
|
-2%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$908K
|
+$295K
|
+11,846
|
+51%
|
|
|
34
|
Whittier Trust
South Pasadena,
California
|
$875K
|
–
|
–
|
–
|
|
|
35
|
Lockerman Financial Group
Newport Beach,
California
|
$866K
|
-$7.08K
|
-284
|
-0.8%
|
|
|
36
|
Oppenheimer Asset Management
New York
|
$856K
|
-$9.3K
|
-373
|
-1%
|
|
|
37
|
IMPACTfolio
Denver,
Colorado
|
$718K
|
+$152K
|
+6,091
|
+28%
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$674K
|
+$11.7K
|
+471
|
+2%
|
|
|
39
|
Flow Traders U.S.
New York
|
$670K
|
+$647K
|
+25,951
|
New
|
|
|
40
|
Tolleson Wealth Management
Dallas,
Texas
|
$624K
|
+$603K
|
+24,179
|
New
|
|
|
41
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$614K
|
+$593K
|
+23,808
|
New
|
|
|
42
|
Advisornet Financial
Minnetonka,
Minnesota
|
$586K
|
-$46.5K
|
-1,864
|
-8%
|
|
|
43
|
Sound Stewardship
Overland Park,
Kansas
|
$570K
|
+$551K
|
+22,109
|
New
|
|
|
44
|
US Financial Advisors
Braintree,
Massachusetts
|
$526K
|
+$508K
|
+20,378
|
New
|
|
|
45
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$504K
|
+$238K
|
+9,534
|
+95%
|
|
|
46
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$470K
|
+$454K
|
+18,220
|
New
|
|
|
47
|
WhitTier Trust Company
Reno,
Nevada
|
$466K
|
+$20.6K
|
+825
|
+5%
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
$465K
|
+$2.32K
|
+93
|
+0.5%
|
|
|
49
|
Financial Connections Group
Corte Madera,
California
|
$457K
|
+$442K
|
+17,728
|
New
|
|
|
50
|
Wealth Architects
Mountain View,
California
|
$454K
|
+$27.3K
|
+1,097
|
+7%
|
|
