|
26
|
Wells Fargo
San Francisco,
California
|
$615K
|
+$640K
|
+9,448
|
New
|
|
|
27
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$574K
|
+$97.2K
|
+1,434
|
+19%
|
|
|
28
|
Dragon Financial & Investment Group
San Mateo,
California
|
$532K
|
+$554K
|
+8,170
|
New
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$521K
|
-$17.6K
|
-260
|
-3%
|
|
|
30
|
Mission Wealth Management
Santa Barbara,
California
|
$521K
|
+$542K
|
+8,000
|
New
|
|
|
31
|
Advisory Services Network
Atlanta,
Georgia
|
$467K
|
+$342K
|
+5,046
|
+258%
|
|
|
32
|
Snowden Capital Advisors
New York
|
$466K
|
-$199K
|
-2,939
|
-29%
|
|
|
33
|
Retirement Capital Strategies
San Jose,
California
|
$421K
|
+$438K
|
+6,468
|
New
|
|
|
34
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$418K
|
+$1.83M
|
+26,965
|
New
|
|
|
35
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$416K
|
+$90.8K
|
+1,340
|
+27%
|
|
|
36
|
Whittier Trust
South Pasadena,
California
|
$391K
|
+$203K
|
+3,000
|
+100%
|
|
|
37
|
Sage Advisory Services
Austin,
Texas
|
$359K
|
+$42.1K
|
+622
|
+13%
|
|
|
38
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$334K
|
+$348K
|
+5,133
|
New
|
|
|
39
|
ETrade Capital Management
Arlington,
Virginia
|
$332K
|
+$345K
|
+5,093
|
New
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$306K
|
-$65K
|
-959
|
-17%
|
|
|
41
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$292K
|
+$62K
|
+915
|
+25%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$274K
|
–
|
–
|
–
|
|
|
43
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$256K
|
+$266K
|
+3,925
|
New
|
|
|
44
|
Veritable
Wilmington,
Delaware
|
$248K
|
+$9.89K
|
+146
|
+4%
|
|
|
45
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$245K
|
+$257K
|
+3,797
|
New
|
|
|
46
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$213K
|
+$223K
|
+3,284
|
New
|
|
|
47
|
WealthTrust Fairport
Cleveland,
Ohio
|
$209K
|
+$105K
|
+1,544
|
+93%
|
|
|
48
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
49
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$173K
|
–
|
–
|
–
|
|
|
50
|
WhitTier Trust Company
Reno,
Nevada
|
$150K
|
-$10.2K
|
-150
|
-6%
|
|
