|
26
|
First National Corp
Rockland,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
27
|
Kaizen Financial Strategies
Campbell,
California
|
$1.1M
|
+$1.14M
|
+60,009
|
New
|
|
|
28
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.05M
|
-$41.2K
|
-2,163
|
-4%
|
|
|
29
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.05M
|
-$302K
|
-15,825
|
-22%
|
|
|
30
|
Foster Group
West Des Moines,
Iowa
|
$1.01M
|
-$1.83K
|
-96
|
-0.2%
|
|
|
31
|
Brown Brothers Harriman & Co
New York
|
$940K
|
–
|
–
|
–
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$939K
|
+$252K
|
+13,242
|
+35%
|
|
|
33
|
Channel Wealth
Santa Barbara,
California
|
$931K
|
-$2K
|
-105
|
-0.2%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$916K
|
+$162K
|
+8,505
|
+21%
|
|
|
35
|
Wade Financial Advisory
Campbell,
California
|
$889K
|
-$102K
|
-5,355
|
-10%
|
|
|
36
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$858K
|
+$4.29K
|
+225
|
+0.5%
|
|
|
37
|
SeaCrest Wealth Management
Purchase,
New York
|
$850K
|
+$14.5K
|
+762
|
+2%
|
|
|
38
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$840K
|
+$6.57K
|
+345
|
+0.8%
|
|
|
39
|
Red Tortoise LLC
Atlanta,
Georgia
|
$833K
|
+$3.77K
|
+198
|
+0.4%
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$829K
|
-$399K
|
-20,925
|
-32%
|
|
|
41
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$807K
|
–
|
–
|
–
|
|
|
42
|
GSG Advisors
Mount Laurel,
New Jersey
|
$758K
|
+$787K
|
+41,289
|
New
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$751K
|
-$242K
|
-12,693
|
-24%
|
|
|
44
|
MAI Capital Management
Independence,
Ohio
|
$727K
|
-$3.37K
|
-177
|
-0.4%
|
|
|
45
|
HB Wealth Management
Atlanta,
Georgia
|
$695K
|
–
|
–
|
–
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$677K
|
+$165K
|
+8,637
|
+31%
|
|
|
47
|
Advisornet Financial
Minnetonka,
Minnesota
|
$676K
|
+$7.09K
|
+372
|
+1%
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$650K
|
+$52.8K
|
+2,772
|
+9%
|
|
|
49
|
Bellevue Asset Management
Bellevue,
Washington
|
$639K
|
-$5.72K
|
-300
|
-0.9%
|
|
|
50
|
James Investment Research
Alpha,
Ohio
|
$619K
|
+$101K
|
+5,313
|
+19%
|
|
