|
26
|
Planning Alternatives
Birmingham,
Michigan
|
$577K
|
+$573K
|
+4,727
|
New
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$494K
|
–
|
–
|
–
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$487K
|
-$55.4K
|
-457
|
-10%
|
|
|
29
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$396K
|
–
|
–
|
–
|
|
|
30
|
Allworth Financial
Folsom,
California
|
$383K
|
–
|
–
|
–
|
|
|
31
|
Wealth Architects
Mountain View,
California
|
$366K
|
+$9.34K
|
+77
|
+3%
|
|
|
32
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$366K
|
+$53.8K
|
+444
|
+17%
|
|
|
33
|
MML Investors Services
Springfield,
Massachusetts
|
$350K
|
+$25.3K
|
+209
|
+8%
|
|
|
34
|
3D Asset Management
Hartford,
Connecticut
|
$272K
|
+$270K
|
+2,225
|
New
|
|
|
35
|
Choate Investment Advisors
Boston,
Massachusetts
|
$269K
|
–
|
–
|
–
|
|
|
36
|
CNB Bank
Clearfield,
Pennsylvania
|
$267K
|
-$153K
|
-1,262
|
-37%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$246K
|
+$1.7K
|
+14
|
+0.7%
|
|
|
38
|
Cresset Asset Management
Chicago,
Illinois
|
$245K
|
–
|
–
|
–
|
|
|
39
|
Bank of New York Mellon
New York
|
$236K
|
+$121
|
+1
|
+0.1%
|
|
|
40
|
Bessemer Group
Woodbridge,
New Jersey
|
$232K
|
–
|
–
|
–
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$225K
|
-$69.7K
|
-575
|
-24%
|
|
|
42
|
|
$138K
|
-$134K
|
-1,104
|
-49%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$136K
|
-$333K
|
-2,746
|
-71%
|
|
|
44
|
West Paces Advisors
Atlanta,
Georgia
|
$108K
|
-$29.5K
|
-243
|
-21%
|
|
|
45
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$79K
|
+$34.1K
|
+281
|
+77%
|
|
|
46
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$43K
|
–
|
–
|
–
|
|
|
47
|
American Portfolios Advisors
Holbrook,
New York
|
$36.6K
|
-$6.06K
|
-50
|
-14%
|
|
|
48
|
Pin Oak Investment Advisors
Houston,
Texas
|
$18K
|
–
|
–
|
–
|
|
|
49
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
50
|
HC Financial Advisors
Lafayette,
California
|
$7K
|
–
|
–
|
–
|
|
