|
26
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.4M
|
-$487K
|
-19,399
|
-10%
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.13M
|
-$576K
|
-22,957
|
-12%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.07M
|
+$2.84M
|
+113,060
|
+216%
|
|
|
29
|
One Capital Management
Westlake Village,
California
|
$3.91M
|
+$2.95M
|
+117,383
|
+283%
|
|
|
30
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.86M
|
+$631K
|
+25,146
|
+19%
|
|
|
31
|
Destination Wealth Management
Walnut Creek,
California
|
$3.85M
|
+$3.93M
|
+156,417
|
New
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$3.8M
|
+$73K
|
+2,907
|
+2%
|
|
|
33
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.78M
|
+$3.86M
|
+153,611
|
New
|
|
|
34
|
Advisory Services Network
Atlanta,
Georgia
|
$3.77M
|
+$79K
|
+3,147
|
+2%
|
|
|
35
|
Clarius Group LLC
Seattle,
Washington
|
$3.74M
|
–
|
–
|
–
|
|
|
36
|
Eastern Bank
Boston,
Massachusetts
|
$3.71M
|
+$273K
|
+10,875
|
+8%
|
|
|
37
|
Arlington Financial Advisors
Santa Barbara,
California
|
$3.58M
|
+$500K
|
+19,907
|
+16%
|
|
|
38
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.54M
|
+$466K
|
+18,564
|
+15%
|
|
|
39
|
Allworth Financial
Folsom,
California
|
$3.4M
|
+$1.09M
|
+43,452
|
+46%
|
|
|
40
|
Apella Capital
West Hartford,
Connecticut
|
$3.34M
|
+$156K
|
+6,200
|
+5%
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.21M
|
-$342K
|
-13,645
|
-9%
|
|
|
42
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3.17M
|
+$785K
|
+31,281
|
+32%
|
|
|
43
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.13M
|
-$535K
|
-21,303
|
-14%
|
|
|
44
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$3.06M
|
-$362K
|
-14,427
|
-10%
|
|
|
45
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$3.04M
|
+$173K
|
+6,912
|
+6%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.02M
|
-$495K
|
-19,720
|
-14%
|
|
|
47
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.01M
|
-$54.4K
|
-2,169
|
-2%
|
|
|
48
|
|
$2.82M
|
-$458K
|
-18,234
|
-14%
|
|
|
49
|
Payden & Rygel
Los Angeles,
California
|
$2.72M
|
–
|
–
|
–
|
|
|
50
|
Main Management
San Francisco,
California
|
$2.72M
|
+$194K
|
+7,716
|
+8%
|
|
