|
26
|
Country Trust Bank
Bloomington,
Illinois
|
$8.22M
|
–
|
–
|
–
|
|
|
27
|
AssetMark Inc
Concord,
California
|
$7.97M
|
+$493K
|
+18,540
|
+7%
|
|
|
28
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.26M
|
-$267K
|
-10,043
|
-4%
|
|
|
29
|
|
$7.17M
|
+$1.49M
|
+56,109
|
+27%
|
|
|
30
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$6.98M
|
+$143K
|
+5,389
|
+2%
|
|
|
31
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.95M
|
-$234K
|
-8,806
|
-3%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.88M
|
-$3.75M
|
-141,227
|
-36%
|
|
|
33
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$6.88M
|
+$576K
|
+21,669
|
+9%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$6.65M
|
+$1.6M
|
+60,279
|
+32%
|
|
|
35
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.38M
|
-$44.1K
|
-1,658
|
-0.7%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.35M
|
-$95K
|
-3,575
|
-1%
|
|
|
37
|
United Capital Financial Advisors
Irving,
Texas
|
$6.1M
|
-$358K
|
-13,456
|
-6%
|
|
|
38
|
Breakwater Capital Group
Paramus,
New Jersey
|
$5.78M
|
+$1.15M
|
+43,401
|
+25%
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.74M
|
+$893K
|
+33,617
|
+19%
|
|
|
40
|
Retirement Capital Strategies
San Jose,
California
|
$5.42M
|
+$5.37M
|
+201,944
|
New
|
|
|
41
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.17M
|
+$106K
|
+4,000
|
+2%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.9M
|
-$2M
|
-75,387
|
-29%
|
|
|
43
|
Cetera Advisor Networks
El Segundo,
California
|
$4.51M
|
-$123K
|
-4,626
|
-3%
|
|
|
44
|
|
$4.51M
|
+$1.2M
|
+45,194
|
+37%
|
|
|
45
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.23M
|
-$2.57M
|
-96,687
|
-38%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.09M
|
-$2.05M
|
-77,271
|
-34%
|
|
|
47
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$3.99M
|
+$2.23M
|
+83,795
|
+129%
|
|
|
48
|
HF Advisory Group
Annapolis,
Maryland
|
$3.83M
|
+$246K
|
+9,268
|
+7%
|
|
|
49
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.8M
|
+$2.37K
|
+89
|
+0.1%
|
|
|
50
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$3.75M
|
-$44.1K
|
-1,658
|
-1%
|
|
