|
26
|
GeoWealth Management
Chicago,
Illinois
|
$2.37M
|
+$2.35M
|
+45,393
|
New
|
|
|
27
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.21M
|
+$97.1K
|
+1,872
|
+5%
|
|
|
28
|
Royal Fund Management
Lady Lake,
Florida
|
$2.16M
|
+$312K
|
+6,013
|
+17%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$2.06M
|
-$1.42M
|
-27,463
|
-41%
|
|
|
30
|
Slow Capital
Greenbrae,
California
|
$1.89M
|
+$151K
|
+2,907
|
+9%
|
|
|
31
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.64M
|
+$42.1K
|
+812
|
+3%
|
|
|
32
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.56M
|
+$52.7K
|
+1,016
|
+4%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.48M
|
+$404K
|
+7,787
|
+38%
|
|
|
34
|
Lido Advisors
Los Angeles,
California
|
$1.05M
|
+$97K
|
+1,870
|
+10%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
+$253K
|
+4,883
|
+33%
|
|
|
36
|
Winfield Associates
Cleveland,
Ohio
|
$921K
|
+$365K
|
+7,047
|
+67%
|
|
|
37
|
WealthPLAN Partners
Omaha,
Nebraska
|
$788K
|
+$13.3K
|
+256
|
+2%
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$757K
|
+$398K
|
+7,674
|
+113%
|
|
|
39
|
Raymond James Trust
St. Petersburg,
Florida
|
$631K
|
-$6.17K
|
-119
|
-1%
|
|
|
40
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$577K
|
+$49.3K
|
+950
|
+9%
|
|
|
41
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$496K
|
+$7.26K
|
+140
|
+1%
|
|
|
42
|
Graypoint LLC
Albany,
New York
|
$481K
|
+$27K
|
+520
|
+6%
|
|
|
43
|
Albion Financial Group
Salt Lake City,
Utah
|
$432K
|
+$428K
|
+8,252
|
New
|
|
|
44
|
Tuttle Capital Management
Riverside,
Connecticut
|
$398K
|
+$394K
|
+7,600
|
New
|
|
|
45
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$391K
|
+$60.8K
|
+1,172
|
+19%
|
|
|
46
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$379K
|
+$451K
|
+8,698
|
New
|
|
|
47
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$350K
|
+$15.7K
|
+302
|
+5%
|
|
|
48
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$326K
|
-$12.6K
|
-243
|
-4%
|
|
|
49
|
Summit Wealth Partners
Orlando,
Florida
|
$324K
|
–
|
–
|
–
|
|
|
50
|
Mercer Global Advisors
Denver,
Colorado
|
$324K
|
+$24.8K
|
+478
|
+8%
|
|
