|
26
|
Triad Wealth Partners
Lawrence,
Kansas
|
$2.11M
|
-$121K
|
-2,620
|
-5%
|
|
|
27
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2M
|
-$89.8K
|
-1,944
|
-4%
|
|
|
28
|
Lockerman Financial Group
Newport Beach,
California
|
$1.98M
|
+$9.37K
|
+203
|
+0.5%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$1.79M
|
-$158K
|
-3,421
|
-8%
|
|
|
30
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.25M
|
+$259K
|
+5,611
|
+26%
|
|
|
31
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.16M
|
+$244K
|
+5,293
|
+27%
|
|
|
32
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.15M
|
-$129K
|
-2,790
|
-10%
|
|
|
33
|
ORG Partners
Roanoke,
Indiana
|
$1.13M
|
+$489K
|
+10,598
|
+77%
|
|
|
34
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.11M
|
-$82.5K
|
-1,787
|
-7%
|
|
|
35
|
Geneos Wealth Management
Englewood,
Colorado
|
$949K
|
+$261K
|
+5,656
|
+39%
|
|
|
36
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$939K
|
-$250K
|
-5,408
|
-21%
|
|
|
37
|
Raymond James Financial
St Petersburg,
Florida
|
$914K
|
+$311K
|
+6,742
|
+52%
|
|
|
38
|
Cobblestone Asset Management
Richmond,
Virginia
|
$866K
|
-$85.7K
|
-1,856
|
-9%
|
|
|
39
|
MN Wealth Advisors
Overland Park,
Kansas
|
$715K
|
-$45.5K
|
-986
|
-6%
|
|
|
40
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$683K
|
+$164K
|
+3,550
|
+32%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$659K
|
-$32.7K
|
-708
|
-5%
|
|
|
42
|
Arlington Financial Advisors
Santa Barbara,
California
|
$648K
|
+$642K
|
+13,895
|
New
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$604K
|
-$162K
|
-3,517
|
-21%
|
|
|
44
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$597K
|
+$63.7K
|
+1,379
|
+12%
|
|
|
45
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$561K
|
+$4.34K
|
+94
|
+0.8%
|
|
|
46
|
Bay Colony Advisors
Concord,
Massachusetts
|
$550K
|
+$544K
|
+11,784
|
New
|
|
|
47
|
5T Wealth
Napa,
California
|
$498K
|
+$21.7K
|
+469
|
+5%
|
|
|
48
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$485K
|
–
|
–
|
–
|
|
|
49
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$444K
|
-$76.5K
|
-1,658
|
-15%
|
|
|
50
|
|
$440K
|
–
|
–
|
–
|
|
