|
26
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.33M
|
+$1.52M
|
+24,659
|
+54%
|
|
|
27
|
Advisory Services Network
Atlanta,
Georgia
|
$4.31M
|
+$1.52M
|
+24,728
|
+54%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$4.17M
|
+$703K
|
+11,413
|
+20%
|
|
|
29
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.68M
|
+$87K
|
+1,412
|
+2%
|
|
|
30
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3.62M
|
+$1.56M
|
+25,242
|
+75%
|
|
|
31
|
Northeast Investment Management
Boston,
Massachusetts
|
$3.61M
|
+$1.57M
|
+25,498
|
+77%
|
|
|
32
|
Human Investing
Lake Oswego,
Oregon
|
$3.33M
|
+$142K
|
+2,302
|
+4%
|
|
|
33
|
Parcion Private Wealth
Bellevue,
Washington
|
$3.23M
|
–
|
–
|
–
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.01M
|
-$74.1M
|
-1,202,549
|
-96%
|
|
|
35
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.81M
|
+$82.9K
|
+1,346
|
+3%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.78M
|
+$327K
|
+5,307
|
+13%
|
|
|
37
|
Northern Trust
Chicago,
Illinois
|
$2.73M
|
-$158K
|
-2,566
|
-5%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.58M
|
+$1.54M
|
+25,020
|
+146%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.54M
|
+$113K
|
+1,831
|
+5%
|
|
|
40
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.51M
|
-$327K
|
-5,300
|
-11%
|
|
|
41
|
Empirical Wealth Management
Seattle,
Washington
|
$2.45M
|
+$1.77M
|
+28,762
|
+257%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$2.44M
|
+$2.45M
|
+39,705
|
New
|
|
|
43
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.43M
|
+$956K
|
+15,511
|
+65%
|
|
|
44
|
Garde Capital
Seattle,
Washington
|
$2.41M
|
-$11.1K
|
-180
|
-0.5%
|
|
|
45
|
|
$2.17M
|
+$483K
|
+7,844
|
+28%
|
|
|
46
|
CPWM LLC
Seattle,
Washington
|
$2M
|
–
|
–
|
–
|
|
|
47
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.93M
|
+$25.2K
|
+409
|
+1%
|
|
|
48
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.9M
|
+$452K
|
+7,341
|
+31%
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.83M
|
+$476K
|
+7,733
|
+35%
|
|
|
50
|
Apella Capital
West Hartford,
Connecticut
|
$1.74M
|
+$808K
|
+13,108
|
+86%
|
|
