|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.68M
|
+$973K
|
+36,894
|
+14%
|
|
|
27
|
Executive Wealth Management
Brighton,
Michigan
|
$7.67M
|
-$2M
|
-75,654
|
-21%
|
|
|
28
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.27M
|
+$192K
|
+7,280
|
+3%
|
|
|
29
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$7.21M
|
+$402K
|
+15,225
|
+6%
|
|
|
30
|
Breakwater Capital Group
Paramus,
New Jersey
|
$7.12M
|
+$1.49M
|
+56,594
|
+26%
|
|
|
31
|
Toews Corporation
Northfield,
New Jersey
|
$6.93M
|
+$6.98M
|
+264,500
|
New
|
|
|
32
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$6.83M
|
+$120K
|
+4,553
|
+2%
|
|
|
33
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.76M
|
-$8.49K
|
-322
|
-0.1%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.46M
|
+$873K
|
+33,093
|
+15%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.03M
|
-$158K
|
-6,003
|
-3%
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.88M
|
-$341K
|
-12,927
|
-5%
|
|
|
37
|
United Capital Financial Advisors
Irving,
Texas
|
$5.75M
|
-$197K
|
-7,454
|
-3%
|
|
|
38
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.11M
|
+$70.4K
|
+2,668
|
+1%
|
|
|
39
|
Diversify Wealth Management
Sandy,
Utah
|
$4.13M
|
+$4.12M
|
+156,213
|
New
|
|
|
40
|
HF Advisory Group
Annapolis,
Maryland
|
$3.97M
|
+$239K
|
+9,063
|
+6%
|
|
|
41
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$3.94M
|
+$284K
|
+10,768
|
+8%
|
|
|
42
|
Optivise Advisory Services
Franklin,
Tennessee
|
$3.88M
|
+$3.91M
|
+148,237
|
New
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.85M
|
-$928K
|
-35,160
|
-19%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.63M
|
-$357K
|
-13,518
|
-9%
|
|
|
45
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$3.6M
|
+$65.1K
|
+2,466
|
+2%
|
|
|
46
|
|
$3.57M
|
-$831K
|
-31,493
|
-19%
|
|
|
47
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.54M
|
+$216K
|
+8,169
|
+6%
|
|
|
48
|
DOHJ LLC
Seattle,
Washington
|
$3.47M
|
+$666K
|
+25,260
|
+24%
|
|
|
49
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.37M
|
-$766K
|
-29,026
|
-18%
|
|
|
50
|
Coastline Trust
Providence,
Rhode Island
|
$3.35M
|
+$185K
|
+7,006
|
+6%
|
|
