|
51
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.46M
|
+$1.42M
|
+22,954
|
New
|
|
|
52
|
Advisor Group
Phoenix,
Arizona
|
$1.37M
|
+$180K
|
+2,921
|
+16%
|
|
|
53
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.35M
|
+$128K
|
+2,065
|
+11%
|
|
|
54
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.26M
|
+$1.22M
|
+19,771
|
New
|
|
|
55
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$1.24M
|
-$53.4K
|
-865
|
-4%
|
|
|
56
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.2M
|
-$422K
|
-6,828
|
-27%
|
|
|
57
|
Centaurus Financial
Anaheim,
California
|
$1.13M
|
+$121K
|
+1,957
|
+12%
|
|
|
58
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.05M
|
-$86.5K
|
-1,400
|
-8%
|
|
|
59
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$1.05M
|
+$77.2K
|
+1,250
|
+8%
|
|
|
60
|
Scotia Capital
Toronto,
Ontario, Canada
|
$984K
|
-$60.7K
|
-983
|
-6%
|
|
|
61
|
Pinnacle Associates
New York
|
$971K
|
-$309
|
-5
|
-0%
|
|
|
62
|
Colony Group
Boston,
Massachusetts
|
$966K
|
+$115K
|
+1,858
|
+14%
|
|
|
63
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$924K
|
-$200K
|
-3,237
|
-18%
|
|
|
64
|
Cetera Advisors
Denver,
Colorado
|
$830K
|
-$31.7K
|
-513
|
-4%
|
|
|
65
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$736K
|
-$119K
|
-1,929
|
-14%
|
|
|
66
|
Wela Strategies
Atlanta,
Georgia
|
$705K
|
+$33.4K
|
+540
|
+5%
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$704K
|
-$42.7K
|
-691
|
-6%
|
|
|
68
|
Edge Capital Group
Atlanta,
Georgia
|
$684K
|
–
|
–
|
–
|
|
|
69
|
Financial Sense Advisors
San Diego,
California
|
$677K
|
+$655K
|
+10,610
|
New
|
|
|
70
|
American Portfolios Advisors
Holbrook,
New York
|
$665K
|
-$17.4K
|
-281
|
-3%
|
|
|
71
|
Towerpoint Wealth
Sacramento,
California
|
$650K
|
–
|
–
|
–
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
$647K
|
+$69.5K
|
+1,125
|
+12%
|
|
|
73
|
|
$606K
|
-$896K
|
-14,500
|
-60%
|
|
|
74
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$585K
|
-$309
|
-5
|
-0.1%
|
|
|
75
|
AE Wealth Management
Topeka,
Kansas
|
$577K
|
+$559K
|
+9,049
|
New
|
|
