|
26
|
UMB Bank
Kansas City,
Missouri
|
$756K
|
+$7.85K
|
+318
|
+1%
|
|
|
27
|
Advisory Services Network
Atlanta,
Georgia
|
$693K
|
+$18.3K
|
+742
|
+3%
|
|
|
28
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$669K
|
+$305K
|
+12,360
|
+89%
|
|
|
29
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$654K
|
-$33.9K
|
-1,372
|
-6%
|
|
|
30
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$615K
|
+$161K
|
+6,510
|
+37%
|
|
|
31
|
Pioneer Wealth Management Group
Austin,
Texas
|
$613K
|
+$595K
|
+24,111
|
New
|
|
|
32
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$547K
|
–
|
–
|
–
|
|
|
33
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$487K
|
+$182K
|
+7,385
|
+63%
|
|
|
34
|
Tolleson Wealth Management
Dallas,
Texas
|
$486K
|
-$249K
|
-10,073
|
-35%
|
|
|
35
|
Colorado Capital Management
Boulder,
Colorado
|
$466K
|
+$451K
|
+18,258
|
New
|
|
|
36
|
CX Institutional
Auburn,
Indiana
|
$433K
|
+$157K
|
+6,348
|
+60%
|
|
|
37
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$410K
|
+$41.8K
|
+1,694
|
+12%
|
|
|
38
|
Sand Hill Global Advisors
Palo Alto,
California
|
$387K
|
-$1.31M
|
-53,233
|
-78%
|
|
|
39
|
AssetMark Inc
Concord,
California
|
$366K
|
+$130K
|
+5,283
|
+58%
|
|
|
40
|
One Capital Management
Westlake Village,
California
|
$365K
|
+$49.7K
|
+2,014
|
+16%
|
|
|
41
|
Lockerman Financial Group
Newport Beach,
California
|
$323K
|
-$9.8K
|
-397
|
-3%
|
|
|
42
|
WealthShield Partners
Cary,
North Carolina
|
$296K
|
–
|
–
|
–
|
|
|
43
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$290K
|
+$282K
|
+11,405
|
New
|
|
|
44
|
Parsec Financial Management
Asheville,
North Carolina
|
$285K
|
+$277K
|
+11,201
|
New
|
|
|
45
|
Addison Advisors
Middlebury,
Vermont
|
$284K
|
+$61.8K
|
+2,504
|
+29%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$282K
|
+$8.07K
|
+327
|
+3%
|
|
|
47
|
Whittier Trust
South Pasadena,
California
|
$271K
|
+$14K
|
+567
|
+6%
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$268K
|
+$260K
|
+10,533
|
New
|
|
|
49
|
IMPACTfolio
Denver,
Colorado
|
$263K
|
+$255K
|
+10,319
|
New
|
|
|
50
|
Citizens Financial Group
Providence,
Rhode Island
|
$256K
|
+$248K
|
+10,060
|
New
|
|
