|
51
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5.84M
|
+$300K
|
+12,186
|
+6%
|
|
|
52
|
Spinnaker Investment Group
Newport Beach,
California
|
$5.53M
|
+$5.6M
|
+227,124
|
New
|
|
|
53
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.4M
|
-$5.33M
|
-216,294
|
-51%
|
|
|
54
|
JMG Financial Group
Downers Grove,
Illinois
|
$5.14M
|
-$59.9K
|
-2,432
|
-1%
|
|
|
55
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.09M
|
-$367K
|
-14,898
|
-7%
|
|
|
56
|
|
$5M
|
+$4.68M
|
+189,764
|
New
|
|
|
57
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$4.99M
|
-$143K
|
-5,808
|
-3%
|
|
|
58
|
HighTower Advisors
Chicago,
Illinois
|
$4.93M
|
+$1.88M
|
+76,286
|
+69%
|
|
|
59
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$4.85M
|
–
|
–
|
–
|
|
|
60
|
BNP Paribas Financial Markets
Paris,
France
|
$4.75M
|
-$25.2M
|
-1,021,114
|
-85%
|
|
|
61
|
|
$4.74M
|
–
|
–
|
–
|
|
|
62
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.66M
|
–
|
–
|
–
|
|
|
63
|
Rockbridge Investment Management
Syracuse,
New York
|
$4.66M
|
+$44.1K
|
+1,790
|
+1%
|
|
|
64
|
B&D White Capital Company
Lakeway,
Texas
|
$4.62M
|
+$449K
|
+18,216
|
+12%
|
|
|
65
|
Schoolcraft Capital
Boulder,
Colorado
|
$4.3M
|
-$50.1K
|
-2,032
|
-1%
|
|
|
66
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.29M
|
+$691K
|
+28,042
|
+21%
|
|
|
67
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.26M
|
+$3.99M
|
+161,904
|
New
|
|
|
68
|
Ameriprise
Minneapolis,
Minnesota
|
$4.17M
|
+$322K
|
+13,050
|
+9%
|
|
|
69
|
Cypress Point Wealth Management
Dallas,
Texas
|
$4.16M
|
+$115K
|
+4,652
|
+3%
|
|
|
70
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.11M
|
+$3.85M
|
+156,044
|
New
|
|
|
71
|
Appleton Partners
Boston,
Massachusetts
|
$4.03M
|
+$77.8K
|
+3,156
|
+2%
|
|
|
72
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.96M
|
-$93.1K
|
-3,776
|
-2%
|
|
|
73
|
Gradient Capital Advisors
San Diego,
California
|
$3.96M
|
+$16.1K
|
+652
|
+0.4%
|
|
|
74
|
Bank of America
Charlotte,
North Carolina
|
$3.95M
|
+$1.64M
|
+66,726
|
+80%
|
|
|
75
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.87M
|
+$23.5K
|
+952
|
+0.7%
|
|
