|
26
|
Asset Dedication LLC
San Francisco,
California
|
$519K
|
+$29.3K
|
+1,193
|
+6%
|
|
|
27
|
Precedent Wealth Partners
Houston,
Texas
|
$507K
|
+$76.6K
|
+3,114
|
+18%
|
|
|
28
|
|
$505K
|
–
|
–
|
–
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$472K
|
+$211K
|
+8,558
|
+80%
|
|
|
30
|
Tassel Capital Management
Matthews,
North Carolina
|
$403K
|
+$4.21K
|
+171
|
+1%
|
|
|
31
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$387K
|
+$8.61K
|
+350
|
+2%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$355K
|
-$230K
|
-9,342
|
-39%
|
|
|
33
|
J.W. Cole Advisors
Tampa,
Florida
|
$346K
|
+$83.5K
|
+3,393
|
+32%
|
|
|
34
|
|
$330K
|
-$92.3K
|
-3,753
|
-22%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$323K
|
+$85.1K
|
+3,460
|
+36%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$301K
|
+$14.8K
|
+601
|
+5%
|
|
|
37
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$299K
|
+$72.6K
|
+2,950
|
+32%
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$214K
|
+$1.97K
|
+80
|
+0.9%
|
|
|
39
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$210K
|
+$210K
|
+8,555
|
New
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$197K
|
+$32.7K
|
+1,331
|
+20%
|
|
|
41
|
ORG Partners
Roanoke,
Indiana
|
$143K
|
–
|
–
|
–
|
|
|
42
|
First Command Advisory Services
Fort Worth,
Texas
|
$132K
|
+$6.47K
|
+263
|
+5%
|
|
|
43
|
Larson Financial Group
St Louis,
Missouri
|
$115K
|
–
|
–
|
–
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$94.4K
|
+$36.9K
|
+1,500
|
+64%
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
$86K
|
+$86.1K
|
+3,500
|
New
|
|
|
46
|
Comerica Bank
Dallas,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
47
|
|
$5.46K
|
–
|
–
|
–
|
|
