|
51
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.2M
|
–
|
–
|
–
|
|
|
52
|
Schoolcraft Capital
Boulder,
Colorado
|
$3.09M
|
+$366K
|
+20,366
|
+13%
|
|
|
53
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.06M
|
-$29.8K
|
-1,654
|
-0.9%
|
|
|
54
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.96M
|
+$9.97K
|
+554
|
+0.3%
|
|
|
55
|
|
$2.81M
|
–
|
–
|
–
|
|
|
56
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.58M
|
-$153K
|
-8,518
|
-6%
|
|
|
57
|
Marotta Asset Management
Charlottesville,
Virginia
|
$2.55M
|
+$498K
|
+27,696
|
+24%
|
|
|
58
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.54M
|
+$444K
|
+24,694
|
+21%
|
|
|
59
|
Centric Wealth Management
Chicago,
Illinois
|
$2.53M
|
+$1.95M
|
+108,570
|
New
|
|
|
60
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.5M
|
-$782K
|
-43,450
|
-24%
|
|
|
61
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.5M
|
-$226K
|
-12,540
|
-8%
|
|
|
62
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$2.49M
|
-$13.7K
|
-760
|
-0.5%
|
|
|
63
|
SWS Partners
Columbus,
Ohio
|
$2.48M
|
+$2.52M
|
+140,166
|
New
|
|
|
64
|
Blume Capital Management
Berkeley,
California
|
$2.43M
|
+$2.47M
|
+137,430
|
New
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$2.36M
|
-$251K
|
-13,956
|
-9%
|
|
|
66
|
WT Wealth Management
Scottsdale,
Arizona
|
$2.25M
|
-$93.5K
|
-5,198
|
-4%
|
|
|
67
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$2.24M
|
-$5.41M
|
-300,890
|
-70%
|
|
|
68
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.24M
|
+$174K
|
+9,662
|
+8%
|
|
|
69
|
Appleton Partners
Boston,
Massachusetts
|
$2.23M
|
-$233K
|
-12,940
|
-9%
|
|
|
70
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$2.22M
|
-$62K
|
-3,444
|
-3%
|
|
|
71
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$2.19M
|
+$263K
|
+14,630
|
+15%
|
|
|
72
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.12M
|
+$507K
|
+28,168
|
+31%
|
|
|
73
|
Gradient Capital Advisors
San Diego,
California
|
$2.09M
|
+$111K
|
+6,160
|
+6%
|
|
|
74
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.07M
|
-$108K
|
-5,982
|
-5%
|
|
|
75
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.03M
|
-$268K
|
-14,876
|
-11%
|
|
