|
26
|
|
$453K
|
+$36.4K
|
+703
|
+8%
|
|
|
27
|
Abacus Wealth Partners
Santa Monica,
California
|
$449K
|
–
|
–
|
–
|
|
|
28
|
Portland Global Advisors
Portland,
Maine
|
$418K
|
–
|
–
|
–
|
|
|
29
|
Valeo Financial Advisors
Carmel,
Indiana
|
$361K
|
–
|
–
|
–
|
|
|
30
|
Fiduciary Trust
Boston,
Massachusetts
|
$349K
|
+$126K
|
+2,440
|
+54%
|
|
|
31
|
SVB Wealth
Boston,
Massachusetts
|
$304K
|
-$22.5K
|
-435
|
-7%
|
|
|
32
|
Stephens Consulting
Flint,
Michigan
|
$291K
|
-$15.1K
|
-291
|
-5%
|
|
|
33
|
Advisory Services Network
Atlanta,
Georgia
|
$280K
|
+$28.4K
|
+549
|
+11%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$250K
|
+$19.8K
|
+383
|
+8%
|
|
|
35
|
Caprock Group
Boise,
Idaho
|
$233K
|
+$829
|
+16
|
+0.3%
|
|
|
36
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$213K
|
+$221K
|
+4,271
|
New
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$213K
|
+$221K
|
+4,271
|
New
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$125K
|
+$8.34K
|
+161
|
+7%
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$99.4K
|
–
|
–
|
–
|
|
|
40
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$49K
|
–
|
–
|
–
|
|
|
41
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$37.9K
|
-$57.7K
|
-1,114
|
-59%
|
|
|
43
|
Advisornet Financial
Minnetonka,
Minnesota
|
$17K
|
+$777
|
+15
|
+5%
|
|
|
44
|
GoalVest Advisory
New York
|
$6.73K
|
–
|
–
|
–
|
|
|
45
|
US Bancorp
Minneapolis,
Minnesota
|
$4.99K
|
–
|
–
|
–
|
|
|
46
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$4.79K
|
–
|
–
|
–
|
|
|
47
|
Financial Connections Group
Corte Madera,
California
|
$3K
|
–
|
–
|
–
|
|
|
48
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2.49K
|
–
|
–
|
–
|
|
|
49
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.25K
|
+$1.29K
|
+25
|
New
|
|
|
50
|
Ruedi Wealth Management
Champaign,
Illinois
|
$1.04K
|
–
|
–
|
–
|
|
