|
26
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.98M
|
+$99.4K
|
+1,875
|
+1%
|
|
|
27
|
Apella Capital
West Hartford,
Connecticut
|
$6.9M
|
+$6.88M
|
+129,837
|
New
|
|
|
28
|
Mission Wealth Management
Santa Barbara,
California
|
$6.7M
|
-$130K
|
-2,458
|
-2%
|
|
|
29
|
|
$6.68M
|
-$252K
|
-4,762
|
-4%
|
|
|
30
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.41M
|
-$89K
|
-1,679
|
-1%
|
|
|
31
|
Cambridge Associates
Boston,
Massachusetts
|
$6.06M
|
+$6.04M
|
+114,022
|
New
|
|
|
32
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.95M
|
+$220K
|
+4,160
|
+4%
|
|
|
33
|
Advisory Services Network
Atlanta,
Georgia
|
$5.56M
|
-$226K
|
-4,269
|
-4%
|
|
|
34
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$5.32M
|
+$56.2K
|
+1,060
|
+1%
|
|
|
35
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$5.28M
|
–
|
–
|
–
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$4.85M
|
+$386K
|
+7,286
|
+9%
|
|
|
37
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.4M
|
-$265K
|
-5,004
|
-6%
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$4.18M
|
+$4.17M
|
+78,711
|
New
|
|
|
39
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.15M
|
+$1.33M
|
+25,090
|
+47%
|
|
|
40
|
Evoke Wealth
Los Angeles,
California
|
$4.06M
|
-$800K
|
-15,097
|
-16%
|
|
|
41
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.57M
|
-$62.4K
|
-1,178
|
-2%
|
|
|
42
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$3.56M
|
+$2.17M
|
+40,884
|
+157%
|
|
|
43
|
Empirical Wealth Management
Seattle,
Washington
|
$3.44M
|
-$10.4K
|
-196
|
-0.3%
|
|
|
44
|
LPL Financial
San Diego,
California
|
$3.39M
|
-$76.1K
|
-1,437
|
-2%
|
|
|
45
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.38M
|
+$30.1K
|
+568
|
+0.9%
|
|
|
46
|
Human Investing
Lake Oswego,
Oregon
|
$3.36M
|
+$94.2K
|
+1,777
|
+3%
|
|
|
47
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.31M
|
–
|
–
|
–
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.23M
|
-$2.33M
|
-43,992
|
-42%
|
|
|
49
|
Garde Capital
Seattle,
Washington
|
$3.05M
|
-$109K
|
-2,066
|
-3%
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$3M
|
+$427K
|
+8,065
|
+17%
|
|
