|
26
|
CX Institutional
Auburn,
Indiana
|
$1.53M
|
+$92.5K
|
+3,351
|
+7%
|
|
|
27
|
Whittier Trust
South Pasadena,
California
|
$1.43M
|
+$469K
|
+17,001
|
+50%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.41M
|
+$79.1K
|
+2,866
|
+6%
|
|
|
29
|
Brio Consultants
San Francisco,
California
|
$1.39M
|
+$132K
|
+4,791
|
+11%
|
|
|
30
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.28M
|
–
|
–
|
–
|
|
|
31
|
Old Mission Capital
Chicago,
Illinois
|
$1.14M
|
-$685K
|
-24,839
|
-38%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$1.12M
|
+$129K
|
+4,666
|
+13%
|
|
|
33
|
Empirical Wealth Management
Seattle,
Washington
|
$1.11M
|
-$13.8K
|
-500
|
-1%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
-$89.2K
|
-3,234
|
-8%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$1.03M
|
-$157K
|
-5,672
|
-13%
|
|
|
36
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.02M
|
-$57.1K
|
-2,071
|
-5%
|
|
|
37
|
Trust Company
Manhattan,
Kansas
|
$990K
|
-$39.4K
|
-1,428
|
-4%
|
|
|
38
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$928K
|
-$173K
|
-6,256
|
-16%
|
|
|
39
|
Lockerman Financial Group
Newport Beach,
California
|
$905K
|
-$39K
|
-1,412
|
-4%
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$894K
|
-$19.7K
|
-713
|
-2%
|
|
|
41
|
Oppenheimer Asset Management
New York
|
$795K
|
-$136K
|
-4,913
|
-15%
|
|
|
42
|
IMPACTfolio
Denver,
Colorado
|
$769K
|
-$13.1K
|
-475
|
-2%
|
|
|
43
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$710K
|
+$39.4K
|
+1,427
|
+6%
|
|
|
44
|
Tolleson Wealth Management
Dallas,
Texas
|
$680K
|
–
|
–
|
–
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$634K
|
-$98.3K
|
-3,563
|
-14%
|
|
|
46
|
Sound Stewardship
Overland Park,
Kansas
|
$619K
|
-$3.15K
|
-114
|
-0.5%
|
|
|
47
|
US Financial Advisors
Braintree,
Massachusetts
|
$610K
|
+$36.1K
|
+1,308
|
+6%
|
|
|
48
|
WhitTier Trust Company
Reno,
Nevada
|
$606K
|
+$96.5K
|
+3,497
|
+19%
|
|
|
49
|
Advisornet Financial
Minnetonka,
Minnesota
|
$603K
|
-$35.9K
|
-1,302
|
-6%
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$585K
|
+$75.3K
|
+2,728
|
+15%
|
|
