|
26
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$6.08M
|
+$768K
|
+28,940
|
+14%
|
|
|
27
|
True North Advisors
Dallas,
Texas
|
$5.3M
|
+$5.34M
|
+201,198
|
New
|
|
|
28
|
Opes Wealth Management
Menlo Park,
California
|
$5.02M
|
+$870K
|
+32,768
|
+21%
|
|
|
29
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$4.44M
|
+$4.48M
|
+168,638
|
New
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$4.34M
|
+$3.05M
|
+114,814
|
+230%
|
|
|
31
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.18M
|
-$65.4K
|
-2,464
|
-2%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
+$91K
|
+3,428
|
+2%
|
|
|
33
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$3.61M
|
-$180K
|
-6,774
|
-5%
|
|
|
34
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.46M
|
–
|
–
|
–
|
|
|
35
|
Madison Wealth Management
Cincinnati,
Ohio
|
$3.38M
|
+$234K
|
+8,830
|
+7%
|
|
|
36
|
Your Advocates Ltd
Houston,
Texas
|
$3.36M
|
+$12.7K
|
+478
|
+0.4%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$2.83M
|
+$1.15M
|
+43,414
|
+68%
|
|
|
38
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.82M
|
-$61.3K
|
-2,310
|
-2%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$2.63M
|
+$497K
|
+18,720
|
+23%
|
|
|
40
|
Addison Advisors
Middlebury,
Vermont
|
$2.57M
|
-$7.33K
|
-276
|
-0.3%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$2.48M
|
+$597K
|
+22,512
|
+31%
|
|
|
42
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.48M
|
-$145K
|
-5,448
|
-5%
|
|
|
43
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.46M
|
-$54.9K
|
-2,070
|
-2%
|
|
|
44
|
Southern Wealth Management
Dallas,
Texas
|
$2.37M
|
+$56.1K
|
+2,112
|
+2%
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$2.34M
|
+$174K
|
+6,574
|
+8%
|
|
|
46
|
Bell Investment Advisors
Oakland,
California
|
$2.29M
|
+$2.31M
|
+87,110
|
New
|
|
|
47
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.08M
|
-$13K
|
-490
|
-0.6%
|
|
|
48
|
Asset Dedication LLC
San Francisco,
California
|
$2.07M
|
-$63.7K
|
-2,400
|
-3%
|
|
|
49
|
Reston Wealth Management
Reston,
Virginia
|
$2.05M
|
+$50.3K
|
+1,894
|
+2%
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
$1.81M
|
+$319K
|
+12,032
|
+21%
|
|
