|
51
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$438K
|
+$124K
|
+1,970
|
+39%
|
|
|
52
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$387K
|
+$101K
|
+1,600
|
+35%
|
|
|
53
|
Morningstar Investment Services
Chicago,
Illinois
|
$365K
|
+$42.6K
|
+677
|
+13%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$362K
|
+$150K
|
+2,380
|
+70%
|
|
|
55
|
William Blair & Company
Chicago,
Illinois
|
$341K
|
+$18.9K
|
+300
|
+6%
|
|
|
56
|
ProVise Management Group
Clearwater,
Florida
|
$320K
|
+$321K
|
+5,099
|
New
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$306K
|
+$306K
|
+4,867
|
New
|
|
|
58
|
Vanguard Group
Malvern,
Pennsylvania
|
$290K
|
–
|
–
|
–
|
|
|
59
|
Coastline Trust
Providence,
Rhode Island
|
$272K
|
–
|
–
|
–
|
|
|
60
|
WealthSource Partners
San Luis Obispo,
California
|
$256K
|
+$256K
|
+4,075
|
New
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$254K
|
-$19K
|
-302
|
-7%
|
|
|
62
|
180 Wealth Advisors
Federal Way,
Washington
|
$254K
|
+$254K
|
+4,043
|
New
|
|
|
63
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$226K
|
–
|
–
|
–
|
|
|
64
|
Atria Investments
Charlotte,
North Carolina
|
$214K
|
-$919K
|
-14,618
|
-81%
|
|
|
65
|
Montecito Bank & Trust
Santa Barbara,
California
|
$210K
|
–
|
–
|
–
|
|
|
66
|
Global Financial Private Capital
Sarasota,
Florida
|
$204K
|
+$205K
|
+3,255
|
New
|
|
|
67
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$202K
|
+$202K
|
+3,218
|
New
|
|
|
68
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$176K
|
+$23.6K
|
+375
|
+15%
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$112K
|
+$24.7K
|
+393
|
+28%
|
|
|
70
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$89K
|
-$32.6K
|
-519
|
-27%
|
|
|
71
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$69K
|
–
|
–
|
–
|
|
|
72
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$61.9K
|
–
|
–
|
–
|
|
|
73
|
Watermark Asset Management
San Ramon,
California
|
$61K
|
–
|
–
|
–
|
|
|
74
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$57K
|
+$56.6K
|
+900
|
New
|
|
|
75
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$56K
|
–
|
–
|
–
|
|
