|
26
|
Fortis Capital Management
Bellevue,
Washington
|
$698K
|
+$153K
|
+4,310
|
+26%
|
|
|
27
|
|
$663K
|
+$419K
|
+11,772
|
+151%
|
|
|
28
|
Cetera Advisors
Denver,
Colorado
|
$641K
|
+$1.14K
|
+32
|
+0.2%
|
|
|
29
|
Whittier Trust
South Pasadena,
California
|
$600K
|
+$631K
|
+17,707
|
New
|
|
|
30
|
Colony Group
Boston,
Massachusetts
|
$595K
|
+$94.4K
|
+2,651
|
+18%
|
|
|
31
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$593K
|
+$36.4K
|
+1,022
|
+6%
|
|
|
32
|
Coldstream Capital Management
Bellevue,
Washington
|
$577K
|
+$88.2K
|
+2,476
|
+17%
|
|
|
33
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$575K
|
+$1.99K
|
+56
|
+0.3%
|
|
|
34
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$555K
|
–
|
–
|
–
|
|
|
35
|
Congress Wealth Management
Boston,
Massachusetts
|
$549K
|
+$122K
|
+3,426
|
+27%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$532K
|
+$35.7K
|
+1,002
|
+7%
|
|
|
37
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$499K
|
-$156K
|
-4,380
|
-23%
|
|
|
38
|
One Capital Management
Westlake Village,
California
|
$490K
|
-$5.38K
|
-151
|
-1%
|
|
|
39
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$473K
|
+$48.5K
|
+1,362
|
+11%
|
|
|
40
|
DOHJ LLC
Seattle,
Washington
|
$466K
|
-$10.3K
|
-288
|
-2%
|
|
|
41
|
Opes Wealth Management
Menlo Park,
California
|
$439K
|
+$461K
|
+12,955
|
New
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$409K
|
+$6.87K
|
+193
|
+2%
|
|
|
43
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$393K
|
+$33.8K
|
+950
|
+9%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$377K
|
+$5.7K
|
+160
|
+1%
|
|
|
45
|
Regatta Capital Group
El Segundo,
California
|
$342K
|
-$74.4K
|
-2,089
|
-17%
|
|
|
46
|
D.A. Davidson & Co
Great Falls,
Montana
|
$330K
|
+$20.8K
|
+584
|
+6%
|
|
|
47
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$305K
|
+$321K
|
+9,007
|
New
|
|
|
48
|
Better Money Decisions
Santa Fe,
New Mexico
|
$301K
|
+$12.1K
|
+339
|
+4%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$292K
|
+$307K
|
+8,624
|
New
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$274K
|
+$67.2K
|
+1,886
|
+30%
|
|
