|
51
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$781K
|
+$60.6K
|
+775
|
+9%
|
|
|
52
|
Private Ocean
San Rafael,
California
|
$747K
|
+$48.1K
|
+616
|
+7%
|
|
|
53
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$712K
|
+$245K
|
+3,135
|
+54%
|
|
|
54
|
Raymond James & Associates
St Petersburg,
Florida
|
$683K
|
–
|
–
|
–
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$681K
|
+$73.5K
|
+941
|
+12%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$597K
|
+$25.6K
|
+328
|
+5%
|
|
|
57
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$595K
|
+$587K
|
+7,514
|
New
|
|
|
58
|
IMS Capital Management
Portland,
Oregon
|
$584K
|
+$134K
|
+1,720
|
+30%
|
|
|
59
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$560K
|
-$93.5K
|
-1,197
|
-14%
|
|
|
60
|
Triumph Capital Management
Denver,
Colorado
|
$536K
|
+$325K
|
+4,156
|
+159%
|
|
|
61
|
One Capital Management
Westlake Village,
California
|
$512K
|
+$184K
|
+2,351
|
+57%
|
|
|
62
|
Eaton Vance Management
Boston,
Massachusetts
|
$491K
|
–
|
–
|
–
|
|
|
63
|
KB Financial Partners
Princeton,
New Jersey
|
$477K
|
-$9.61K
|
-123
|
-2%
|
|
|
64
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$436K
|
–
|
–
|
–
|
|
|
65
|
High Falls Advisors
Rochester,
New York
|
$406K
|
+$400K
|
+5,124
|
New
|
|
|
66
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$399K
|
+$395K
|
+5,049
|
New
|
|
|
67
|
Wharton Business Group
Malvern,
Pennsylvania
|
$398K
|
+$393K
|
+5,030
|
New
|
|
|
68
|
Welch & Forbes
Boston,
Massachusetts
|
$386K
|
+$381K
|
+4,876
|
New
|
|
|
69
|
Dentgroup
Baton Rouge,
Louisiana
|
$377K
|
+$372K
|
+4,762
|
New
|
|
|
70
|
Retirement Capital Strategies
San Jose,
California
|
$373K
|
–
|
–
|
–
|
|
|
71
|
Omega Financial Group
Santa Barbara,
California
|
$351K
|
+$57.4K
|
+734
|
+20%
|
|
|
72
|
Aries Wealth Management
Portland,
Maine
|
$351K
|
+$346K
|
+4,428
|
New
|
|
|
73
|
Transcend Capital Advisors
Madison,
New Jersey
|
$330K
|
+$326K
|
+4,172
|
New
|
|
|
74
|
Mercer Global Advisors
Denver,
Colorado
|
$312K
|
+$308K
|
+3,942
|
New
|
|
|
75
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$306K
|
+$302K
|
+3,868
|
New
|
|
