|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.22M
|
-$2.28M
|
-84,838
|
-24%
|
|
|
27
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$7.12M
|
-$11.4K
|
-425
|
-0.2%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.1M
|
+$345K
|
+12,833
|
+5%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.57M
|
-$1.42M
|
-52,908
|
-18%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.33M
|
+$31K
|
+1,156
|
+0.5%
|
|
|
31
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.97M
|
+$618K
|
+23,000
|
+12%
|
|
|
32
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.96M
|
-$1.61M
|
-59,827
|
-22%
|
|
|
33
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.91M
|
-$1.13M
|
-42,057
|
-16%
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$5.74M
|
-$257K
|
-9,552
|
-4%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.33M
|
+$1.29M
|
+47,858
|
+33%
|
|
|
36
|
|
$5.03M
|
+$1.28M
|
+47,773
|
+35%
|
|
|
37
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.95M
|
-$1.17M
|
-43,427
|
-19%
|
|
|
38
|
Diversify Wealth Management
Sandy,
Utah
|
$4.51M
|
+$295K
|
+10,976
|
+7%
|
|
|
39
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.5M
|
+$789K
|
+29,368
|
+22%
|
|
|
40
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$4.45M
|
-$3.01M
|
-112,180
|
-41%
|
|
|
41
|
HF Advisory Group
Annapolis,
Maryland
|
$4.35M
|
+$197K
|
+7,352
|
+5%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.26M
|
+$459K
|
+17,094
|
+12%
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$4.24M
|
-$3.74M
|
-139,396
|
-47%
|
|
|
44
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$4.23M
|
+$121K
|
+4,501
|
+3%
|
|
|
45
|
Optivise Advisory Services
Franklin,
Tennessee
|
$4.16M
|
+$105K
|
+3,891
|
+3%
|
|
|
46
|
Coastline Trust
Providence,
Rhode Island
|
$3.95M
|
+$444K
|
+16,526
|
+13%
|
|
|
47
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$3.7M
|
-$58.8K
|
-2,190
|
-2%
|
|
|
48
|
DOHJ LLC
Seattle,
Washington
|
$3.58M
|
-$33K
|
-1,228
|
-0.9%
|
|
|
49
|
WBI Investments
Red Bank,
New Jersey
|
$3.43M
|
+$3.37M
|
+125,366
|
New
|
|
|
50
|
GeoWealth Management
Chicago,
Illinois
|
$3.36M
|
+$3.3M
|
+122,811
|
New
|
|
