|
51
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$804K
|
+$242K
|
+3,316
|
+44%
|
|
|
52
|
Paracle Advisors
Mercer Island,
Washington
|
$790K
|
–
|
–
|
–
|
|
|
53
|
Cooper Financial Group
Irvine,
California
|
$790K
|
+$13.6K
|
+187
|
+2%
|
|
|
54
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$767K
|
-$29.9K
|
-410
|
-4%
|
|
|
55
|
Advisory Services Network
Atlanta,
Georgia
|
$767K
|
–
|
–
|
–
|
|
|
56
|
Parametric Portfolio Associates
Seattle,
Washington
|
$670K
|
+$656K
|
+9,000
|
New
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$640K
|
-$44.5K
|
-611
|
-7%
|
|
|
58
|
Sage Rhino Capital
Menlo Park,
California
|
$623K
|
–
|
–
|
–
|
|
|
59
|
Efficient Advisors
Mason,
Ohio
|
$618K
|
-$8.02K
|
-110
|
-1%
|
|
|
60
|
Fiduciary Trust
Boston,
Massachusetts
|
$617K
|
–
|
–
|
–
|
|
|
61
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$590K
|
-$226K
|
-3,102
|
-28%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$571K
|
-$17.9K
|
-246
|
-3%
|
|
|
63
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$571K
|
+$64.6K
|
+887
|
+13%
|
|
|
64
|
D.A. Davidson & Co
Great Falls,
Montana
|
$568K
|
+$26.6K
|
+365
|
+5%
|
|
|
65
|
Envestnet Asset Management
Chicago,
Illinois
|
$567K
|
-$3.64K
|
-50
|
-0.7%
|
|
|
66
|
Weaver Consulting Group
Huntington Beach,
California
|
$542K
|
–
|
–
|
–
|
|
|
67
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$488K
|
+$364
|
+5
|
+0.1%
|
|
|
68
|
Frontier Wealth Management
Kansas City,
Missouri
|
$476K
|
–
|
–
|
–
|
|
|
69
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$453K
|
+$428K
|
+5,875
|
+2,866%
|
|
|
70
|
Empirical Wealth Management
Seattle,
Washington
|
$452K
|
–
|
–
|
–
|
|
|
71
|
Steward Partners Investment Advisory
New York
|
$423K
|
+$265K
|
+3,642
|
+178%
|
|
|
72
|
United Capital Financial Advisors
Irving,
Texas
|
$412K
|
-$446K
|
-6,116
|
-52%
|
|
|
73
|
Cedar Wealth Management
Walnut Creek,
California
|
$398K
|
+$300K
|
+4,124
|
+337%
|
|
|
74
|
Montecito Bank & Trust
Santa Barbara,
California
|
$391K
|
-$29.1K
|
-400
|
-7%
|
|
|
75
|
Executive Wealth Group
Kirkland,
Washington
|
$384K
|
-$307K
|
-4,218
|
-45%
|
|
