|
26
|
|
$925K
|
+$80.6K
|
+1,383
|
+10%
|
|
|
27
|
Sage Advisory Services
Austin,
Texas
|
$703K
|
+$119K
|
+2,048
|
+22%
|
|
|
28
|
Breakwater Investment Management
Seattle,
Washington
|
$660K
|
+$628K
|
+10,775
|
New
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$639K
|
+$68.4K
|
+1,175
|
+13%
|
|
|
30
|
Advisory Services Network
Atlanta,
Georgia
|
$634K
|
+$159K
|
+2,730
|
+36%
|
|
|
31
|
Valeo Financial Advisors
Carmel,
Indiana
|
$612K
|
+$74K
|
+1,271
|
+14%
|
|
|
32
|
Atria Wealth Solutions
New York
|
$574K
|
+$262K
|
+4,503
|
+93%
|
|
|
33
|
Portland Global Advisors
Portland,
Maine
|
$544K
|
+$28.8K
|
+495
|
+6%
|
|
|
34
|
Fiduciary Trust
Boston,
Massachusetts
|
$493K
|
–
|
–
|
–
|
|
|
35
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$462K
|
+$439K
|
+7,542
|
New
|
|
|
36
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$462K
|
+$439K
|
+7,542
|
New
|
|
|
37
|
Per Stirling Capital Management
Austin,
Texas
|
$407K
|
+$387K
|
+6,638
|
New
|
|
|
38
|
Stephens Consulting
Flint,
Michigan
|
$398K
|
+$38.5K
|
+661
|
+11%
|
|
|
39
|
SVB Wealth
Boston,
Massachusetts
|
$373K
|
–
|
–
|
–
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$360K
|
+$3.73K
|
+64
|
+1%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$339K
|
+$323K
|
+5,542
|
New
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$315K
|
+$56.2K
|
+964
|
+23%
|
|
|
43
|
JMG Financial Group
Downers Grove,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
44
|
|
$299K
|
+$7.86K
|
+135
|
+3%
|
|
|
45
|
Caprock Group
Boise,
Idaho
|
$288K
|
+$1.92K
|
+33
|
+0.7%
|
|
|
46
|
LPL Financial
San Diego,
California
|
$285K
|
+$11.2K
|
+192
|
+4%
|
|
|
47
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$256K
|
–
|
–
|
–
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$255K
|
+$9.73K
|
+167
|
+4%
|
|
|
49
|
Capasso Planning Partners
Charleston,
South Carolina
|
$253K
|
+$241K
|
+4,134
|
New
|
|
|
50
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$227K
|
+$58
|
+1
|
+0%
|
|
