|
26
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$747K
|
+$52K
|
+1,021
|
+7%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$694K
|
-$8.14M
|
-159,816
|
-91%
|
|
|
28
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$617K
|
+$46.3K
|
+908
|
+7%
|
|
|
29
|
Concord Wealth Partners
Abingdon,
Virginia
|
$613K
|
+$678K
|
+13,306
|
New
|
|
|
30
|
Northwest Wealth Management
Spencer,
Iowa
|
$514K
|
+$568K
|
+11,147
|
New
|
|
|
31
|
Greenspring Advisors
Towson,
Maryland
|
$510K
|
+$563K
|
+11,055
|
New
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$503K
|
+$96.6K
|
+1,897
|
+21%
|
|
|
33
|
McLean Asset Management
Tysons,
Virginia
|
$460K
|
+$510K
|
+10,005
|
New
|
|
|
34
|
Total Wealth Planning
Cincinnati,
Ohio
|
$414K
|
+$458K
|
+8,989
|
New
|
|
|
35
|
Gradient Capital Advisors
San Diego,
California
|
$372K
|
+$176K
|
+3,460
|
+75%
|
|
|
36
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$368K
|
+$55.8K
|
+1,095
|
+16%
|
|
|
37
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$351K
|
+$388K
|
+7,619
|
New
|
|
|
38
|
Collective Family Office
York,
Pennsylvania
|
$329K
|
+$363K
|
+7,134
|
New
|
|
|
39
|
Old Mission Capital
Chicago,
Illinois
|
$314K
|
+$347K
|
+6,812
|
New
|
|
|
40
|
Truepoint Inc
Cincinnati,
Ohio
|
$306K
|
+$338K
|
+6,636
|
New
|
|
|
41
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$293K
|
+$323K
|
+6,347
|
New
|
|
|
42
|
|
$284K
|
+$314K
|
+6,163
|
New
|
|
|
43
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$259K
|
–
|
–
|
–
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$227K
|
+$251K
|
+4,934
|
New
|
|
|
45
|
Capital Performance Advisors
Walnut Creek,
California
|
$204K
|
+$225K
|
+4,415
|
New
|
|
|
46
|
Tortoise Investment Management
White Plains,
New York
|
$50K
|
-$50.9K
|
-1,000
|
-48%
|
|
|
47
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$48K
|
+$2.55K
|
+50
|
+5%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$37K
|
+$41.2K
|
+809
|
New
|
|
|
49
|
Life Planning Partners
Jacksonville,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
50
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$8K
|
+$9.12K
|
+179
|
New
|
|
