|
26
|
Biltmore Family Office
Charlotte,
North Carolina
|
$905K
|
+$894K
|
+17,875
|
New
|
|
|
27
|
Parsec Financial Management
Asheville,
North Carolina
|
$901K
|
-$23.2K
|
-465
|
-3%
|
|
|
28
|
Institute for Wealth Management
Denver,
Colorado
|
$776K
|
-$17.7K
|
-355
|
-2%
|
|
|
29
|
GW & Wade
Wellesley,
Massachusetts
|
$775K
|
+$200
|
+4
|
+0%
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$749K
|
+$7.15K
|
+143
|
+1%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$661K
|
-$14.7K
|
-295
|
-2%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$660K
|
-$79.2K
|
-1,585
|
-11%
|
|
|
33
|
Camelot Portfolios
Maumee,
Ohio
|
$530K
|
+$81.7K
|
+1,634
|
+19%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$516K
|
-$3.3K
|
-66
|
-0.6%
|
|
|
35
|
Reliance Trust
Atlanta,
Georgia
|
$505K
|
–
|
–
|
–
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$481K
|
+$121K
|
+2,415
|
+34%
|
|
|
37
|
Bank of New York Mellon
New York
|
$426K
|
-$633K
|
-12,660
|
-60%
|
|
|
38
|
Beacon Financial Group
Dallas,
Texas
|
$411K
|
-$5.75K
|
-115
|
-1%
|
|
|
39
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$370K
|
-$116K
|
-2,321
|
-24%
|
|
|
40
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$367K
|
+$30K
|
+600
|
+9%
|
|
|
41
|
Smith, Moore & Co
Clayton,
Missouri
|
$365K
|
-$71.9K
|
-1,438
|
-17%
|
|
|
42
|
Highwater Wealth Management
Glendale,
Colorado
|
$354K
|
-$572K
|
-11,440
|
-62%
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$349K
|
+$15.4K
|
+309
|
+5%
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$343K
|
+$338K
|
+6,768
|
New
|
|
|
45
|
Advisor Group
Phoenix,
Arizona
|
$333K
|
+$103K
|
+2,067
|
+46%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$304K
|
+$13.4K
|
+268
|
+5%
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$277K
|
+$274K
|
+5,475
|
New
|
|
|
48
|
Newport Wealth Strategies
Irvine,
California
|
$268K
|
+$252K
|
+5,033
|
New
|
|
|
49
|
Arden Trust
Wilmington,
Delaware
|
$265K
|
-$2.55K
|
-51
|
-1%
|
|
|
50
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$256K
|
+$253K
|
+5,058
|
New
|
|
