|
51
|
AssetMark Inc
Concord,
California
|
$6.73M
|
-$855K
|
-17,307
|
-11%
|
|
|
52
|
TD Private Client Wealth
New York
|
$6.61M
|
+$880K
|
+17,811
|
+16%
|
|
|
53
|
Holt Capital Partners
Fort Worth,
Texas
|
$6.57M
|
–
|
–
|
–
|
|
|
54
|
United Capital Financial Advisors
Irving,
Texas
|
$6.53M
|
+$260K
|
+5,263
|
+4%
|
|
|
55
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$6.49M
|
+$569K
|
+11,518
|
+10%
|
|
|
56
|
Derby & Company
Newton,
Massachusetts
|
$6.14M
|
+$233K
|
+4,722
|
+4%
|
|
|
57
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$6.01M
|
-$170K
|
-3,440
|
-3%
|
|
|
58
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.81M
|
-$1.24M
|
-25,051
|
-18%
|
|
|
59
|
James Investment Research
Alpha,
Ohio
|
$5.75M
|
-$149K
|
-3,015
|
-3%
|
|
|
60
|
Allworth Financial
Folsom,
California
|
$5.74M
|
+$943K
|
+19,091
|
+20%
|
|
|
61
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.74M
|
-$55.3K
|
-1,119
|
-1%
|
|
|
62
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.73M
|
-$6.18M
|
-125,014
|
-52%
|
|
|
63
|
Parkside Investments
Deerfield,
Illinois
|
$5.45M
|
+$859K
|
+17,380
|
+19%
|
|
|
64
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$5.39M
|
+$1.09M
|
+21,980
|
+26%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.13M
|
-$3.86M
|
-78,137
|
-43%
|
|
|
66
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$4.85M
|
+$4.81M
|
+97,306
|
New
|
|
|
67
|
Brinker Capital
Berwyn,
Pennsylvania
|
$4.75M
|
-$898K
|
-18,167
|
-16%
|
|
|
68
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.69M
|
+$309K
|
+6,258
|
+7%
|
|
|
69
|
Allen Investment Management
New York
|
$4.62M
|
–
|
–
|
–
|
|
|
70
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.58M
|
+$4.54M
|
+91,815
|
New
|
|
|
71
|
Leisure Capital Management
Costa Mesa,
California
|
$4.44M
|
+$256K
|
+5,188
|
+6%
|
|
|
72
|
Strategic Financial Services
Utica,
New York
|
$4.35M
|
+$3.67M
|
+74,245
|
+570%
|
|
|
73
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.26M
|
+$266K
|
+5,382
|
+7%
|
|
|
74
|
XML Financial
Bethesda,
Maryland
|
$4.23M
|
+$397K
|
+8,026
|
+10%
|
|
|
75
|
Chesley Taft & Associates
Chicago,
Illinois
|
$4.17M
|
+$222K
|
+4,500
|
+6%
|
|
