|
26
|
Congress Wealth Management
Boston,
Massachusetts
|
$630K
|
+$73K
|
+627
|
+14%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$563K
|
-$15.2K
|
-131
|
-3%
|
|
|
28
|
Jones Financial Companies
Des Peres,
Missouri
|
$560K
|
+$45.9K
|
+394
|
+10%
|
|
|
29
|
Mendel Capital Management
Little Rock,
Arkansas
|
$504K
|
–
|
–
|
–
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$484K
|
–
|
–
|
–
|
|
|
31
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$483K
|
-$349
|
-3
|
-0.1%
|
|
|
32
|
|
$481K
|
-$8.38K
|
-72
|
-2%
|
|
|
33
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$461K
|
+$75.2K
|
+646
|
+21%
|
|
|
34
|
Bank of New York Mellon
New York
|
$456K
|
-$116
|
-1
|
-0%
|
|
|
35
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$443K
|
-$11.9K
|
-102
|
-3%
|
|
|
36
|
Focus Partners Wealth
Boston,
Massachusetts
|
$442K
|
+$412K
|
+3,538
|
New
|
|
|
37
|
Certuity
North Palm Beach,
Florida
|
$428K
|
+$1.28K
|
+11
|
+0.3%
|
|
|
38
|
CWC Advisors
Lake Oswego,
Oregon
|
$407K
|
-$931
|
-8
|
-0.2%
|
|
|
39
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$403K
|
+$87K
|
+748
|
+30%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$374K
|
+$349
|
+3
|
+0.1%
|
|
|
41
|
Simon Quick Advisors
Morristown,
New Jersey
|
$374K
|
–
|
–
|
–
|
|
|
42
|
Mercer Global Advisors
Denver,
Colorado
|
$374K
|
-$7.33K
|
-63
|
-2%
|
|
|
43
|
Aprio Wealth Management
Atlanta,
Georgia
|
$349K
|
-$20.5K
|
-176
|
-6%
|
|
|
44
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$328K
|
–
|
–
|
–
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$319K
|
+$174K
|
+1,498
|
+142%
|
|
|
46
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$312K
|
-$69.8K
|
-600
|
-19%
|
|
|
47
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$309K
|
–
|
–
|
–
|
|
|
48
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$302K
|
-$20K
|
-172
|
-7%
|
|
|
49
|
AssetMark Inc
Concord,
California
|
$302K
|
+$282K
|
+2,421
|
New
|
|
|
50
|
PFG Investments
Woodbury,
New York
|
$296K
|
+$582
|
+5
|
+0.2%
|
|
