|
26
|
Creative Planning
Overland Park,
Kansas
|
$44.3M
|
+$553K
|
+3,740
|
+1%
|
|
|
27
|
|
$42.7M
|
-$23.5M
|
-158,864
|
-34%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$42.4M
|
+$762K
|
+5,151
|
+2%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$39M
|
+$58.4K
|
+395
|
+0.1%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$39M
|
+$6.23M
|
+42,114
|
+18%
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$38.2M
|
+$21.3K
|
+144
|
+0.1%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.3M
|
-$2.05M
|
-13,853
|
-5%
|
|
|
33
|
IMPACTfolio
Denver,
Colorado
|
$37M
|
-$4.11M
|
-27,752
|
-10%
|
|
|
34
|
AllianceBernstein
Nashville,
Tennessee
|
$36.3M
|
+$10.3M
|
+69,341
|
+40%
|
|
|
35
|
Alesco Advisors
Pittsford,
New York
|
$34.2M
|
-$1.07M
|
-7,255
|
-3%
|
|
|
36
|
Brookstone Capital Management
Wheaton,
Illinois
|
$34.1M
|
+$2.63M
|
+17,761
|
+8%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$33.9M
|
+$7.08M
|
+47,825
|
+25%
|
|
|
38
|
Mission Wealth Management
Santa Barbara,
California
|
$31.4M
|
-$439K
|
-2,970
|
-1%
|
|
|
39
|
Park Avenue Securities
New York
|
$29.1M
|
-$45.9K
|
-310
|
-0.2%
|
|
|
40
|
Raymond James Financial
St Petersburg,
Florida
|
$27.9M
|
-$3.69M
|
-24,922
|
-11%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.4M
|
-$2.67M
|
-18,026
|
-9%
|
|
|
42
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$26.3M
|
-$194K
|
-1,314
|
-0.7%
|
|
|
43
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25.1M
|
+$8.86M
|
+59,912
|
+51%
|
|
|
44
|
Joel Isaacson & Co
New York
|
$25M
|
+$53.4K
|
+361
|
+0.2%
|
|
|
45
|
KeyBank National Association
Cleveland,
Ohio
|
$23.3M
|
-$9.03M
|
-61,061
|
-27%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$22.8M
|
-$3.12M
|
-21,105
|
-12%
|
|
|
47
|
Rock Creek Group
Washington,
District of Columbia
|
$22.8M
|
–
|
–
|
–
|
|
|
48
|
Sand Hill Global Advisors
Palo Alto,
California
|
$22.2M
|
+$340K
|
+2,298
|
+1%
|
|
|
49
|
Affinity Capital Advisors
Berkeley,
California
|
$21.1M
|
-$169K
|
-1,142
|
-0.8%
|
|
|
50
|
Corient Private Wealth
Miami,
Florida
|
$20.4M
|
+$1.69M
|
+11,407
|
+9%
|
|
