|
26
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.49M
|
-$86.6K
|
-860
|
-3%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$2.24M
|
+$1.04M
|
+10,360
|
+87%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$2M
|
+$1.66M
|
+16,454
|
+472%
|
|
|
29
|
Silver Oak Advisory Group
Portland,
Oregon
|
$1.98M
|
+$26.9K
|
+267
|
+1%
|
|
|
30
|
Brown Advisory
Baltimore,
Maryland
|
$1.94M
|
+$752K
|
+7,466
|
+63%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
+$597K
|
+5,927
|
+46%
|
|
|
32
|
Genesis Private Wealth
Ashburn,
Virginia
|
$1.87M
|
+$1.88M
|
+18,675
|
New
|
|
|
33
|
Financial Engines Advisors
Santa Clara,
California
|
$1.67M
|
+$247K
|
+2,456
|
+17%
|
|
|
34
|
Graypoint LLC
Albany,
New York
|
$1.64M
|
–
|
–
|
–
|
|
|
35
|
Hughes Financial Services
Herndon,
Virginia
|
$1.54M
|
+$1.55M
|
+15,362
|
New
|
|
|
36
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.49M
|
+$784K
|
+7,784
|
+110%
|
|
|
37
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.43M
|
+$184K
|
+1,829
|
+15%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$1.34M
|
+$232K
|
+2,301
|
+21%
|
|
|
39
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.34M
|
+$1.34M
|
+13,339
|
New
|
|
|
40
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.3M
|
+$1.31M
|
+13,009
|
New
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$1.29M
|
-$110K
|
-1,087
|
-8%
|
|
|
42
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.2M
|
–
|
–
|
–
|
|
|
43
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.17M
|
+$172K
|
+1,706
|
+17%
|
|
|
44
|
Single Point Partners
Boston,
Massachusetts
|
$1.17M
|
+$1.18M
|
+11,715
|
New
|
|
|
45
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.14M
|
+$85.5K
|
+849
|
+8%
|
|
|
46
|
Planning Center Inc
Moline,
Illinois
|
$1.08M
|
-$31K
|
-308
|
-3%
|
|
|
47
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.08M
|
–
|
–
|
–
|
|
|
48
|
Eclectic Associates
Fullerton,
California
|
$1.08M
|
+$823K
|
+8,168
|
+312%
|
|
|
49
|
Karpus Investment Management
Pittsford,
New York
|
$1.04M
|
+$1.04M
|
+10,350
|
New
|
|
|
50
|
Atria Investments
Charlotte,
North Carolina
|
$975K
|
+$516K
|
+5,123
|
+111%
|
|
