|
51
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.25M
|
+$140K
|
+5,818
|
+3%
|
|
|
52
|
|
$5.01M
|
+$515K
|
+21,344
|
+12%
|
|
|
53
|
B&D White Capital Company
Lakeway,
Texas
|
$4.94M
|
+$557K
|
+23,059
|
+13%
|
|
|
54
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.83M
|
-$25.7K
|
-1,066
|
-0.5%
|
|
|
55
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.72M
|
-$12.5M
|
-516,648
|
-73%
|
|
|
56
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.64M
|
-$166K
|
-6,875
|
-4%
|
|
|
57
|
Bank of New York Mellon
New York
|
$4.62M
|
-$1.3M
|
-53,823
|
-22%
|
|
|
58
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$4.58M
|
–
|
–
|
–
|
|
|
59
|
|
$4.58M
|
-$3.05M
|
-126,508
|
-41%
|
|
|
60
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.41M
|
–
|
–
|
–
|
|
|
61
|
Rockbridge Investment Management
Syracuse,
New York
|
$4.4M
|
-$90.6K
|
-3,753
|
-2%
|
|
|
62
|
AE Wealth Management
Topeka,
Kansas
|
$4.35M
|
+$1.18M
|
+48,897
|
+39%
|
|
|
63
|
Vise Technologies
New York
|
$4.23M
|
+$4.1M
|
+169,865
|
New
|
|
|
64
|
Cypress Point Wealth Management
Dallas,
Texas
|
$4.2M
|
+$267K
|
+11,046
|
+7%
|
|
|
65
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$4.05M
|
+$33K
|
+1,369
|
New
|
|
|
66
|
Ameriprise
Minneapolis,
Minnesota
|
$4.02M
|
+$73.4K
|
+3,043
|
+2%
|
|
|
67
|
|
$3.96M
|
+$3.84M
|
+158,974
|
New
|
|
|
68
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.95M
|
+$196K
|
+8,137
|
+5%
|
|
|
69
|
Appleton Partners
Boston,
Massachusetts
|
$3.93M
|
+$115K
|
+4,758
|
+3%
|
|
|
70
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.93M
|
+$525K
|
+21,747
|
+16%
|
|
|
71
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.91M
|
-$190K
|
-7,864
|
-5%
|
|
|
72
|
Schoolcraft Capital
Boulder,
Colorado
|
$3.91M
|
-$145K
|
-6,002
|
-4%
|
|
|
73
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.76M
|
+$96.9K
|
+4,015
|
+3%
|
|
|
74
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3.59M
|
–
|
–
|
–
|
|
|
75
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.54M
|
+$102K
|
+4,224
|
+3%
|
|
