|
26
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$6.14M
|
+$401K
|
+5,732
|
+7%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$6.01M
|
-$259K
|
-3,705
|
-4%
|
|
|
28
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$5.79M
|
+$391K
|
+5,598
|
+7%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$5.74M
|
+$30.5K
|
+436
|
+0.5%
|
|
|
30
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$5.68M
|
+$5.61M
|
+80,200
|
New
|
|
|
31
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.42M
|
+$444K
|
+6,351
|
+9%
|
|
|
32
|
Per Stirling Capital Management
Austin,
Texas
|
$5.08M
|
-$132K
|
-1,883
|
-3%
|
|
|
33
|
Maia Wealth
Denver,
Colorado
|
$5.06M
|
+$1.48M
|
+21,144
|
+42%
|
|
|
34
|
|
$4.48M
|
+$256K
|
+3,665
|
+6%
|
|
|
35
|
|
$4.45M
|
-$1.18M
|
-16,908
|
-21%
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$4.32M
|
+$264K
|
+3,772
|
+7%
|
|
|
37
|
Ameriprise
Minneapolis,
Minnesota
|
$4.24M
|
+$283K
|
+4,049
|
+7%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.81M
|
+$286K
|
+4,090
|
+8%
|
|
|
39
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.75M
|
-$206K
|
-2,942
|
-5%
|
|
|
40
|
|
$3.42M
|
-$210K
|
-3,004
|
-6%
|
|
|
41
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.33M
|
+$1.33M
|
+19,007
|
+68%
|
|
|
42
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$3.28M
|
–
|
–
|
–
|
|
|
43
|
Raymond James Financial
St Petersburg,
Florida
|
$3.23M
|
+$483K
|
+6,905
|
+18%
|
|
|
44
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$3.07M
|
–
|
–
|
–
|
|
|
45
|
Beacon Financial Group
Dallas,
Texas
|
$2.73M
|
-$22.4K
|
-321
|
-0.8%
|
|
|
46
|
Rockland Trust
Hanover,
Massachusetts
|
$2.57M
|
-$10.3K
|
-148
|
-0.4%
|
|
|
47
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.51M
|
-$199K
|
-2,842
|
-7%
|
|
|
48
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.49M
|
–
|
–
|
–
|
|
|
49
|
WealthPoint Financial
Cramerton,
North Carolina
|
$2.46M
|
+$2.43M
|
+34,691
|
New
|
|
|
50
|
|
$2.2M
|
+$865K
|
+12,367
|
+66%
|
|
