|
26
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$13.5M
|
+$775K
|
+36,354
|
+6%
|
|
|
27
|
Principal Securities
Des Moines,
Iowa
|
$12.7M
|
+$2.05M
|
+95,923
|
+19%
|
|
|
28
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$12.2M
|
+$4.66M
|
+218,309
|
+63%
|
|
|
29
|
Courage Miller Partners
Norfolk,
Virginia
|
$11.1M
|
+$665K
|
+31,164
|
+6%
|
|
|
30
|
Morningstar Investment Management
Chicago,
Illinois
|
$11M
|
-$14.5M
|
-679,403
|
-57%
|
|
|
31
|
Tortoise Investment Management
White Plains,
New York
|
$10.7M
|
-$545K
|
-25,576
|
-5%
|
|
|
32
|
Strategic Financial Planning
Plano,
Texas
|
$9.91M
|
+$104K
|
+4,892
|
+1%
|
|
|
33
|
Krilogy Financial
St. Louis,
Missouri
|
$9.84M
|
+$1.77M
|
+82,818
|
+22%
|
|
|
34
|
Firestone Capital Management
Coral Gables,
Florida
|
$9.51M
|
+$168K
|
+7,895
|
+2%
|
|
|
35
|
|
$9.2M
|
+$3.58M
|
+167,914
|
+65%
|
|
|
36
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$9.19M
|
-$310K
|
-14,519
|
-3%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$8.69M
|
-$198K
|
-9,269
|
-2%
|
|
|
38
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$8.59M
|
+$166K
|
+7,773
|
+2%
|
|
|
39
|
Vise Technologies
New York
|
$8.48M
|
+$244K
|
+11,456
|
+3%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$8.3M
|
-$29.3K
|
-1,375
|
-0.4%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$8.1M
|
-$295K
|
-13,809
|
-4%
|
|
|
42
|
Rockefeller Capital Management
New York
|
$7.98M
|
+$459K
|
+21,532
|
+6%
|
|
|
43
|
Grove Bank & Trust
Miami,
Florida
|
$7.87M
|
+$944K
|
+44,245
|
+14%
|
|
|
44
|
LPL Financial
San Diego,
California
|
$7.45M
|
+$1.4M
|
+65,620
|
+23%
|
|
|
45
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.4M
|
-$4.63M
|
-217,273
|
-39%
|
|
|
46
|
Avior Wealth Management
Omaha,
Nebraska
|
$7.34M
|
+$659K
|
+30,882
|
+10%
|
|
|
47
|
Vista Capital Partners
Portland,
Oregon
|
$7.27M
|
-$6.12K
|
-287
|
-0.1%
|
|
|
48
|
Neuberger Berman Group
New York
|
$7.2M
|
+$63.5K
|
+2,978
|
+0.9%
|
|
|
49
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$6.95M
|
-$250K
|
-11,708
|
-4%
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.83M
|
-$77.4K
|
-3,628
|
-1%
|
|
