|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$998K
|
-$230K
|
-2,049
|
-20%
|
|
|
27
|
Kalos Management
Alpharetta,
Georgia
|
$830K
|
+$48.5K
|
+432
|
+7%
|
|
|
28
|
Institute for Wealth Management
Denver,
Colorado
|
$667K
|
–
|
–
|
–
|
|
|
29
|
Advisory Services Network
Atlanta,
Georgia
|
$626K
|
+$39.4K
|
+351
|
+7%
|
|
|
30
|
KCM Investment Advisors
Greenbrae,
California
|
$604K
|
–
|
–
|
–
|
|
|
31
|
Bank of New York Mellon
New York
|
$594K
|
–
|
–
|
–
|
|
|
32
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$490K
|
-$2.81K
|
-25
|
-0.6%
|
|
|
33
|
Brown Advisory
Baltimore,
Maryland
|
$451K
|
–
|
–
|
–
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$444K
|
-$21K
|
-187
|
-5%
|
|
|
35
|
Chatham Capital Group
Savannah,
Georgia
|
$362K
|
–
|
–
|
–
|
|
|
36
|
Madden Advisory Services
Jacksonville,
Florida
|
$348K
|
-$34.2K
|
-305
|
-9%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$330K
|
-$59.6K
|
-531
|
-16%
|
|
|
38
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$303K
|
+$286K
|
+2,551
|
New
|
|
|
39
|
Avantax Advisory Services
Dallas,
Texas
|
$288K
|
+$272K
|
+2,424
|
New
|
|
|
40
|
E&G Advisors
Houston,
Texas
|
$286K
|
-$4.71K
|
-42
|
-2%
|
|
|
41
|
Newport Wealth Strategies
Irvine,
California
|
$286K
|
–
|
–
|
–
|
|
|
42
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$284K
|
–
|
–
|
–
|
|
|
43
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$277K
|
-$35.9K
|
-320
|
-12%
|
|
|
44
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$261K
|
–
|
–
|
–
|
|
|
45
|
Aries Wealth Management
Portland,
Maine
|
$249K
|
–
|
–
|
–
|
|
|
46
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$232K
|
+$219K
|
+1,955
|
New
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
$205K
|
+$194K
|
+1,725
|
New
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
$196K
|
–
|
–
|
–
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$192K
|
-$34.6K
|
-308
|
-16%
|
|
|
50
|
Retirement Group
San Diego,
California
|
$190K
|
+$180K
|
+1,600
|
New
|
|
