|
51
|
Northeast Investment Management
Boston,
Massachusetts
|
$2.3M
|
-$2.68M
|
-42,867
|
-54%
|
|
|
52
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.27M
|
+$74.1K
|
+1,184
|
+3%
|
|
|
53
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.25M
|
+$83.2K
|
+1,330
|
+4%
|
|
|
54
|
Silver Oak Advisory Group
Portland,
Oregon
|
$2.03M
|
+$2.05M
|
+32,777
|
New
|
|
|
55
|
CPWM LLC
Seattle,
Washington
|
$2.02M
|
+$2.04M
|
+32,640
|
New
|
|
|
56
|
One Day In July LLC
Burlington,
Vermont
|
$2M
|
-$60.5K
|
-966
|
-3%
|
|
|
57
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.97M
|
+$162K
|
+2,595
|
+9%
|
|
|
58
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.91M
|
+$41.1K
|
+657
|
+2%
|
|
|
59
|
Equitable Trust
Nashville,
Tennessee
|
$1.89M
|
+$34.5K
|
+551
|
+2%
|
|
|
60
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.83M
|
–
|
–
|
–
|
|
|
61
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.79M
|
+$305K
|
+4,870
|
+20%
|
|
|
62
|
Treynor Bancshares
Treynor,
Iowa
|
$1.78M
|
+$1.8M
|
+28,706
|
New
|
|
|
63
|
First United Bank & Trust
Oakland,
Maryland
|
$1.75M
|
+$535K
|
+8,553
|
+44%
|
|
|
64
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.65M
|
-$45.2K
|
-722
|
-3%
|
|
|
65
|
|
$1.6M
|
+$263K
|
+4,200
|
+19%
|
|
|
66
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.47M
|
-$805K
|
-12,856
|
-35%
|
|
|
67
|
HighTower Advisors
Chicago,
Illinois
|
$1.43M
|
-$231K
|
-3,691
|
-14%
|
|
|
68
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.41M
|
+$257K
|
+4,109
|
+22%
|
|
|
69
|
Gould Asset Management
Claremont,
California
|
$1.35M
|
+$287K
|
+4,580
|
+27%
|
|
|
70
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.35M
|
+$1.36M
|
+21,759
|
New
|
|
|
71
|
West Financial Advisors
Des Moines,
Iowa
|
$1.29M
|
+$2.94K
|
+47
|
+0.2%
|
|
|
72
|
Addison Advisors
Middlebury,
Vermont
|
$1.21M
|
-$621K
|
-9,926
|
-34%
|
|
|
73
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.21M
|
-$242K
|
-3,868
|
-17%
|
|
|
74
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.17M
|
+$182K
|
+2,906
|
+18%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.17M
|
+$190K
|
+3,038
|
+19%
|
|
