|
51
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.4M
|
-$32.4K
|
-1,242
|
-2%
|
|
|
52
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1.33M
|
+$59.3K
|
+2,278
|
+5%
|
|
|
53
|
Financial Engines Advisors
Santa Clara,
California
|
$1.32M
|
+$450K
|
+17,286
|
+51%
|
|
|
54
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.32M
|
+$1.33M
|
+51,010
|
New
|
|
|
55
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.31M
|
-$25.4K
|
-974
|
-2%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.25M
|
+$55.4K
|
+2,128
|
+5%
|
|
|
57
|
Successful Portfolios
Clearwater,
Florida
|
$1.2M
|
+$62.9K
|
+2,416
|
+6%
|
|
|
58
|
Vista Capital Partners
Portland,
Oregon
|
$1.16M
|
+$6.15K
|
+236
|
+0.5%
|
|
|
59
|
Atria Investments
Charlotte,
North Carolina
|
$1.09M
|
+$272K
|
+10,438
|
+33%
|
|
|
60
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.02M
|
-$72.8K
|
-2,794
|
-7%
|
|
|
61
|
CreativeOne Wealth
Overland Park,
Kansas
|
$999K
|
+$381K
|
+14,626
|
+61%
|
|
|
62
|
West Coast Financial
Santa Barbara,
California
|
$996K
|
+$573K
|
+21,988
|
+134%
|
|
|
63
|
Fagan Associates
Troy,
New York
|
$851K
|
+$23.7K
|
+908
|
+3%
|
|
|
64
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$814K
|
+$15.1K
|
+578
|
+2%
|
|
|
65
|
WealthSource Partners
San Luis Obispo,
California
|
$813K
|
+$22.2K
|
+854
|
+3%
|
|
|
66
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$810K
|
+$39.7K
|
+1,526
|
+5%
|
|
|
67
|
LVW Advisors
Pittsford,
New York
|
$803K
|
+$159K
|
+6,090
|
+24%
|
|
|
68
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$741K
|
+$79.1K
|
+3,038
|
+12%
|
|
|
69
|
Tortoise Investment Management
White Plains,
New York
|
$724K
|
-$30.2K
|
-1,160
|
-4%
|
|
|
70
|
Vision Capital Management
Portland,
Oregon
|
$696K
|
+$175K
|
+6,704
|
+33%
|
|
|
71
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$694K
|
-$11.9K
|
-458
|
-2%
|
|
|
72
|
LPL Financial
San Diego,
California
|
$668K
|
-$119K
|
-4,562
|
-15%
|
|
|
73
|
Synovus Financial
Columbus,
Georgia
|
$664K
|
–
|
–
|
–
|
|
|
74
|
Asset Management Group
Stamford,
Connecticut
|
$634K
|
+$3.8K
|
+146
|
+0.6%
|
|
|
75
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$592K
|
+$596K
|
+22,872
|
New
|
|
