|
26
|
UMB Bank
Kansas City,
Missouri
|
$1.18M
|
+$288K
|
+6,680
|
+34%
|
|
|
27
|
Advisory Services Network
Atlanta,
Georgia
|
$1.14M
|
-$149K
|
-3,466
|
-12%
|
|
|
28
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.14M
|
+$1.09M
|
+25,311
|
New
|
|
|
29
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$988K
|
+$912K
|
+21,169
|
New
|
|
|
30
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$944K
|
-$897K
|
-20,839
|
-50%
|
|
|
31
|
Tillman Hartley LLC
Denver,
Colorado
|
$820K
|
+$782K
|
+18,169
|
New
|
|
|
32
|
Brainard Capital Management
Austin,
Texas
|
$658K
|
+$628K
|
+14,580
|
New
|
|
|
33
|
LAM Group
Lake Oswego,
Oregon
|
$626K
|
+$598K
|
+13,885
|
New
|
|
|
34
|
Cardiff Park Advisors
Carlsbad,
California
|
$474K
|
+$75.2K
|
+1,746
|
+20%
|
|
|
35
|
Verus Financial Partners
Richmond,
Virginia
|
$435K
|
+$379K
|
+8,797
|
New
|
|
|
36
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$357K
|
+$340K
|
+7,905
|
New
|
|
|
37
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$250K
|
+$223K
|
+5,174
|
New
|
|
|
38
|
SOL Capital Management
Rockville,
Maryland
|
$235K
|
+$225K
|
+5,215
|
New
|
|
|
39
|
Capasso Planning Partners
Charleston,
South Carolina
|
$218K
|
+$208K
|
+4,836
|
New
|
|
|
40
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$217K
|
+$207K
|
+4,807
|
New
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$98.2K
|
+$28K
|
+650
|
+43%
|
|
|
42
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$95K
|
+$129
|
+3
|
+0.1%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$70K
|
+$66.9K
|
+1,553
|
New
|
|
|
44
|
Ruedi Wealth Management
Champaign,
Illinois
|
$41.9K
|
+$40K
|
+929
|
New
|
|
|
45
|
TCI Wealth Advisors
Tucson,
Arizona
|
$27K
|
–
|
–
|
–
|
|
|
46
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$743K
|
-19,551
|
Closed
|
|
|
47
|
WorthPointe
La Jolla,
California
|
–
|
-$256K
|
-6,728
|
Closed
|
|
|
48
|
Castle Wealth Management
West Palm Beach,
Florida
|
–
|
-$84K
|
-2,218
|
Closed
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
–
|
-$83K
|
-2,187
|
Closed
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$27K
|
-703
|
Closed
|
|
