|
26
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.49M
|
+$1.22M
|
+31,781
|
+92%
|
|
|
27
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.42M
|
-$402K
|
-10,504
|
-14%
|
|
|
28
|
UMB Bank
Kansas City,
Missouri
|
$2.34M
|
+$278K
|
+7,244
|
+13%
|
|
|
29
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$2.31M
|
+$82.7K
|
+2,160
|
+4%
|
|
|
30
|
Vicus Capital
State College,
Pennsylvania
|
$2.23M
|
+$566K
|
+14,768
|
+33%
|
|
|
31
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$2.22M
|
+$2.27M
|
+59,170
|
New
|
|
|
32
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.07M
|
+$710K
|
+18,535
|
+50%
|
|
|
33
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2M
|
+$78K
|
+2,035
|
+4%
|
|
|
34
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.93M
|
+$346K
|
+9,042
|
+21%
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$1.84M
|
+$404K
|
+10,552
|
+27%
|
|
|
36
|
Advisory Services Network
Atlanta,
Georgia
|
$1.79M
|
+$31.6K
|
+824
|
+2%
|
|
|
37
|
Bailard
Foster City,
California
|
$1.59M
|
+$47.1K
|
+1,230
|
+3%
|
|
|
38
|
BOK Financial
Tulsa,
Oklahoma
|
$1.57M
|
+$1.61M
|
+41,907
|
New
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.48M
|
+$50.1K
|
+1,308
|
+3%
|
|
|
40
|
Mission Wealth Management
Santa Barbara,
California
|
$1.48M
|
+$73.5K
|
+1,919
|
+5%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.46M
|
+$58.9K
|
+1,537
|
+4%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.45M
|
-$16.4K
|
-429
|
-1%
|
|
|
43
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.32M
|
+$151K
|
+3,942
|
+13%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
+$56.8K
|
+1,482
|
+5%
|
|
|
45
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.16M
|
-$24.1K
|
-628
|
-2%
|
|
|
46
|
One Capital Management
Westlake Village,
California
|
$1.14M
|
+$578K
|
+15,076
|
+99%
|
|
|
47
|
Harborview Advisors
Portland,
Maine
|
$1.12M
|
+$45.9K
|
+1,199
|
+4%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$1.08M
|
-$4.79K
|
-125
|
-0.4%
|
|
|
49
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.01M
|
+$1.04M
|
+27,066
|
New
|
|
|
50
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$819K
|
+$88.6K
|
+2,312
|
+12%
|
|
