|
26
|
Wells Fargo
San Francisco,
California
|
$1.7M
|
-$1.3M
|
-43,629
|
-43%
|
|
|
27
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.64M
|
+$131K
|
+4,391
|
+9%
|
|
|
28
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.48M
|
+$141K
|
+4,713
|
+10%
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$1.46M
|
+$36.3K
|
+1,217
|
+3%
|
|
|
30
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.43M
|
–
|
–
|
–
|
|
|
31
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.28M
|
-$537
|
-18
|
-0%
|
|
|
32
|
Private Advisor Group
Morristown,
New Jersey
|
$1.22M
|
-$50.2K
|
-1,682
|
-4%
|
|
|
33
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.13M
|
-$69.8K
|
-2,340
|
-6%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
+$53.6K
|
+1,796
|
+5%
|
|
|
35
|
HBW Advisory Services
Simi Valley,
California
|
$1.05M
|
+$74.7K
|
+2,503
|
+8%
|
|
|
36
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.03M
|
+$12.2K
|
+409
|
+1%
|
|
|
37
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$936K
|
+$15.8K
|
+529
|
+2%
|
|
|
38
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$848K
|
+$39.7K
|
+1,330
|
+5%
|
|
|
39
|
Pitti Group Wealth Management
Victor,
New York
|
$788K
|
+$1.07K
|
+36
|
+0.1%
|
|
|
40
|
Cetera Advisor Networks
El Segundo,
California
|
$724K
|
+$28K
|
+940
|
+4%
|
|
|
41
|
Goldstein Advisors
Madison,
Wisconsin
|
$663K
|
-$447K
|
-14,974
|
-40%
|
|
|
42
|
Aveo Capital Partners
Englewood,
Colorado
|
$652K
|
+$48.3K
|
+1,620
|
+8%
|
|
|
43
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$639K
|
-$23.6K
|
-790
|
-4%
|
|
|
44
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$639K
|
+$649K
|
+21,765
|
New
|
|
|
45
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$626K
|
-$258K
|
-8,645
|
-29%
|
|
|
46
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$621K
|
–
|
–
|
–
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$568K
|
-$32.1K
|
-1,075
|
-5%
|
|
|
48
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$559K
|
-$3.7K
|
-124
|
-0.6%
|
|
|
49
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$490K
|
–
|
–
|
–
|
|
|
50
|
|
$484K
|
-$1.12M
|
-37,509
|
-69%
|
|
