|
26
|
MML Investors Services
Springfield,
Massachusetts
|
$1.27M
|
+$36.3K
|
+819
|
+3%
|
|
|
27
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.17M
|
-$94.4K
|
-2,130
|
-8%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$1.04M
|
-$70.3K
|
-1,587
|
-6%
|
|
|
29
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$915K
|
-$1.78M
|
-40,263
|
-66%
|
|
|
30
|
Daniels + Tansey
Wilmington,
Delaware
|
$878K
|
-$2.53K
|
-57
|
-0.3%
|
|
|
31
|
|
$814K
|
+$88.3K
|
+1,993
|
+12%
|
|
|
32
|
Lane & Associates
Moorestown,
New Jersey
|
$788K
|
-$138K
|
-3,115
|
-15%
|
|
|
33
|
Vawter Financial
Columbus,
Ohio
|
$754K
|
+$188K
|
+4,238
|
+33%
|
|
|
34
|
KCS Wealth Advisory
Los Angeles,
California
|
$753K
|
-$16.2K
|
-366
|
-2%
|
|
|
35
|
Park Avenue Securities
New York
|
$713K
|
+$708K
|
+15,981
|
New
|
|
|
36
|
Raymond James Trust
St. Petersburg,
Florida
|
$550K
|
–
|
–
|
–
|
|
|
37
|
Graypoint LLC
Albany,
New York
|
$546K
|
-$114K
|
-2,562
|
-17%
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$519K
|
+$30.3K
|
+683
|
+6%
|
|
|
39
|
Independent Wealth Network
Urbandale,
Iowa
|
$398K
|
+$79.6K
|
+1,797
|
+25%
|
|
|
40
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$388K
|
–
|
–
|
–
|
|
|
41
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$320K
|
-$16.3K
|
-368
|
-5%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$315K
|
+$34.2K
|
+772
|
+12%
|
|
|
43
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$299K
|
-$6.2K
|
-140
|
-2%
|
|
|
44
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$278K
|
+$24.1K
|
+544
|
+10%
|
|
|
45
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$240K
|
+$6.74K
|
+152
|
+3%
|
|
|
46
|
Matthew Hamilton Rosenberg
|
$227K
|
+$178K
|
+4,025
|
+382%
|
|
|
47
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$220K
|
+$218K
|
+4,926
|
New
|
|
|
48
|
CreativeOne Wealth
Overland Park,
Kansas
|
$207K
|
-$1.79M
|
-40,482
|
-90%
|
|
|
49
|
Apeiron RIA
Dallas,
Texas
|
$202K
|
–
|
–
|
–
|
|
|
50
|
AssetMark Inc
Concord,
California
|
$125K
|
-$5.23K
|
-118
|
-4%
|
|
