|
26
|
Whittier Trust
South Pasadena,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
27
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.02M
|
+$1.02M
|
+16,493
|
New
|
|
|
28
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.01M
|
+$91.1K
|
+1,474
|
+10%
|
|
|
29
|
Level Financial Advisors
East Amherst,
New York
|
$845K
|
+$49.1K
|
+795
|
+6%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$804K
|
-$48.6K
|
-787
|
-6%
|
|
|
31
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$727K
|
+$56K
|
+906
|
+8%
|
|
|
32
|
Allworth Financial
Folsom,
California
|
$721K
|
+$138K
|
+2,236
|
+24%
|
|
|
33
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$667K
|
+$17.1K
|
+277
|
+3%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$651K
|
-$71.7K
|
-1,161
|
-10%
|
|
|
35
|
Novare Capital Management
Charlotte,
North Carolina
|
$650K
|
+$648K
|
+10,480
|
New
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$564K
|
+$248K
|
+4,018
|
+79%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$526K
|
+$47.8K
|
+773
|
+10%
|
|
|
38
|
West Financial Advisors
Des Moines,
Iowa
|
$500K
|
+$64.9K
|
+1,050
|
+15%
|
|
|
39
|
Gould Asset Management
Claremont,
California
|
$451K
|
–
|
–
|
–
|
|
|
40
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$443K
|
+$4.39K
|
+71
|
+1%
|
|
|
41
|
Willow Creek Wealth Management
Sebastopol,
California
|
$432K
|
-$33.9K
|
-548
|
-7%
|
|
|
42
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$408K
|
+$404K
|
+6,533
|
New
|
|
|
43
|
Essential Planning
Portsmouth,
New Hampshire
|
$399K
|
+$106K
|
+1,716
|
+36%
|
|
|
44
|
Lion Street Advisors
Austin,
Texas
|
$388K
|
–
|
–
|
–
|
|
|
45
|
|
$365K
|
+$133K
|
+2,155
|
+58%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$353K
|
+$351K
|
+5,684
|
New
|
|
|
47
|
Raymond James & Associates
St Petersburg,
Florida
|
$347K
|
–
|
–
|
–
|
|
|
48
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$341K
|
+$7.85K
|
+127
|
+2%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$336K
|
+$48.2K
|
+780
|
+17%
|
|
|
50
|
Live Oak Investment Partners
Austin,
Texas
|
$311K
|
–
|
–
|
–
|
|
