|
26
|
UBS Group
Zurich,
Switzerland
|
$5.95M
|
+$179K
|
+2,529
|
+3%
|
|
|
27
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$5.77M
|
-$143K
|
-2,026
|
-2%
|
|
|
28
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$5.46M
|
-$2.41K
|
-34
|
-0%
|
|
|
29
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.4M
|
+$198K
|
+2,805
|
+4%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$5.28M
|
-$245K
|
-3,467
|
-4%
|
|
|
31
|
Harbour Investments
Madison,
Wisconsin
|
$5.15M
|
+$1.04M
|
+14,716
|
+24%
|
|
|
32
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$4.92M
|
-$8.5M
|
-120,058
|
-61%
|
|
|
33
|
|
$4.89M
|
+$636K
|
+8,985
|
+14%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$4.41M
|
+$344K
|
+4,857
|
+8%
|
|
|
35
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.47M
|
-$140K
|
-1,979
|
-4%
|
|
|
36
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.34M
|
+$237K
|
+3,348
|
+7%
|
|
|
37
|
|
$3.16M
|
-$125K
|
-1,765
|
-4%
|
|
|
38
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$3.15M
|
–
|
–
|
–
|
|
|
39
|
Raymond James Financial
St Petersburg,
Florida
|
$3M
|
-$111K
|
-1,572
|
-3%
|
|
|
40
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2.98M
|
-$5.87K
|
-83
|
-0.2%
|
|
|
41
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.86M
|
+$2.3M
|
+32,451
|
+342%
|
|
|
42
|
|
$2.75M
|
-$1.62M
|
-22,862
|
-36%
|
|
|
43
|
Towle & Co
Denver,
Colorado
|
$2.64M
|
+$2.75M
|
+38,806
|
New
|
|
|
44
|
Beacon Financial Group
Dallas,
Texas
|
$2.59M
|
-$41.5K
|
-587
|
-2%
|
|
|
45
|
WealthPoint Financial
Cramerton,
North Carolina
|
$2.55M
|
+$192K
|
+2,715
|
+8%
|
|
|
46
|
Rockland Trust
Hanover,
Massachusetts
|
$2.43M
|
-$44K
|
-622
|
-2%
|
|
|
47
|
LongView Wealth Management
Atlanta,
Georgia
|
$2.38M
|
+$1.07M
|
+15,107
|
+85%
|
|
|
48
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.38M
|
-$11.3K
|
-159
|
-0.5%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.38M
|
-$1.34M
|
-18,878
|
-35%
|
|
|
50
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.95M
|
+$46.8K
|
+661
|
+2%
|
|
