|
26
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.33M
|
–
|
–
|
–
|
|
|
27
|
Mosaic Financial Partners
San Francisco,
California
|
$2.28M
|
-$43.4K
|
-2,330
|
-2%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.04M
|
+$30.5K
|
+1,635
|
+2%
|
|
|
29
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$1.69M
|
-$137K
|
-7,375
|
-8%
|
|
|
30
|
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
|
$1.48M
|
+$1.41M
|
+75,610
|
New
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$1.45M
|
+$1.38M
|
+73,920
|
New
|
|
|
32
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.26M
|
+$353K
|
+18,935
|
+42%
|
|
|
33
|
Private Ocean
San Rafael,
California
|
$954K
|
+$909K
|
+48,785
|
New
|
|
|
34
|
Placemark Investments
Chicago,
Illinois
|
$880K
|
-$158K
|
-8,495
|
-16%
|
|
|
35
|
National Planning Corporation
El Segundo,
California
|
$845K
|
+$809K
|
+43,430
|
New
|
|
|
36
|
SII Investments
Appleton,
Wisconsin
|
$799K
|
+$761K
|
+40,865
|
New
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$736K
|
+$142K
|
+7,635
|
+25%
|
|
|
38
|
|
$732K
|
+$698K
|
+37,475
|
New
|
|
|
39
|
MSI Financial Services
Springfield,
Massachusetts
|
$703K
|
+$263K
|
+14,135
|
+65%
|
|
|
40
|
Cetera Advisors
Denver,
Colorado
|
$702K
|
-$42.8K
|
-2,300
|
-6%
|
|
|
41
|
Brown Advisory
Baltimore,
Maryland
|
$632K
|
–
|
–
|
–
|
|
|
42
|
Tower Trust
Fort Wayne,
Indiana
|
$622K
|
–
|
–
|
–
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$607K
|
+$59.1K
|
+3,175
|
+11%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$547K
|
+$521K
|
+27,990
|
New
|
|
|
45
|
Mid Continent Capital
Chicago,
Illinois
|
$523K
|
-$2.79K
|
-150
|
-0.6%
|
|
|
46
|
Cerity Partners OCIO
New York
|
$510K
|
-$35.1K
|
-1,885
|
-7%
|
|
|
47
|
Concert Wealth Management
San Jose,
California
|
$491K
|
–
|
–
|
–
|
|
|
48
|
Evercore Wealth Management
New York
|
$473K
|
–
|
–
|
–
|
|
|
49
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$450K
|
–
|
–
|
–
|
|
|
50
|
M Holdings Securities
Portland,
Oregon
|
$428K
|
+$408K
|
+21,885
|
New
|
|
