|
26
|
WealthShield Partners
Cary,
North Carolina
|
$824K
|
-$140K
|
-1,417
|
-15%
|
|
|
27
|
Amara Financial
San Francisco,
California
|
$674K
|
+$13.8K
|
+140
|
+2%
|
|
|
28
|
Capital Advantage
Walnut Creek,
California
|
$668K
|
+$116K
|
+1,179
|
+21%
|
|
|
29
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$621K
|
+$255K
|
+2,583
|
+70%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$602K
|
+$30.3K
|
+308
|
+5%
|
|
|
31
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$545K
|
+$544K
|
+5,518
|
New
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$499K
|
+$40.6K
|
+412
|
+9%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$419K
|
–
|
–
|
–
|
|
|
34
|
Trademark Financial Management
Bloomington,
Minnesota
|
$414K
|
+$37.3K
|
+379
|
+10%
|
|
|
35
|
|
$398K
|
-$1.55M
|
-15,733
|
-80%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$388K
|
-$5.12K
|
-52
|
-1%
|
|
|
37
|
Global Retirement Partners
San Rafael,
California
|
$387K
|
+$386K
|
+3,919
|
New
|
|
|
38
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$383K
|
-$31K
|
-315
|
-8%
|
|
|
39
|
Round Rock Advisors
Wilton,
Connecticut
|
$377K
|
-$53K
|
-538
|
-12%
|
|
|
40
|
Beacon Pointe Advisors
Newport Beach,
California
|
$365K
|
+$8.97K
|
+91
|
+3%
|
|
|
41
|
Natural Investments
Windsor,
California
|
$353K
|
+$8.57K
|
+87
|
+2%
|
|
|
42
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$346K
|
–
|
–
|
–
|
|
|
43
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$335K
|
+$197
|
+2
|
+0.1%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$304K
|
-$14.3K
|
-145
|
-4%
|
|
|
45
|
Financial Insights
Tacoma,
Washington
|
$282K
|
–
|
–
|
–
|
|
|
46
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$262K
|
-$69K
|
-700
|
-21%
|
|
|
47
|
Congress Wealth Management
Boston,
Massachusetts
|
$262K
|
+$591
|
+6
|
+0.2%
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$259K
|
-$873K
|
-8,855
|
-77%
|
|
|
49
|
Raymond James Financial
St Petersburg,
Florida
|
$254K
|
-$152K
|
-1,547
|
-38%
|
|
|
50
|
Towerpoint Wealth
Sacramento,
California
|
$249K
|
+$22.9K
|
+232
|
+10%
|
|
