|
26
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$2.01M
|
+$2.21M
|
+70,976
|
New
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.92M
|
+$1.86M
|
+60,014
|
+774%
|
|
|
28
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$1.83M
|
-$2.51M
|
-80,689
|
-56%
|
|
|
29
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.75M
|
+$1.92M
|
+61,813
|
New
|
|
|
30
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.75M
|
+$166K
|
+5,342
|
+9%
|
|
|
31
|
Private Ocean
San Rafael,
California
|
$1.68M
|
+$1.84M
|
+59,136
|
New
|
|
|
32
|
LVW Advisors
Pittsford,
New York
|
$1.46M
|
+$1.16M
|
+37,336
|
+262%
|
|
|
33
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.35M
|
-$289K
|
-9,311
|
-16%
|
|
|
34
|
Asset Dedication LLC
San Francisco,
California
|
$1.33M
|
+$413K
|
+13,297
|
+39%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25M
|
-$339K
|
-10,899
|
-20%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$1.21M
|
+$1.26M
|
+40,669
|
+2,094%
|
|
|
37
|
Vigilant Capital Management
Portland,
Maine
|
$1.15M
|
-$13M
|
-417,621
|
-91%
|
|
|
38
|
|
$1.06M
|
+$1.11M
|
+35,751
|
+2,041%
|
|
|
39
|
Camelot Portfolios
Maumee,
Ohio
|
$865K
|
-$227K
|
-7,304
|
-19%
|
|
|
40
|
Strategic Blueprint
Atlanta,
Georgia
|
$831K
|
+$911K
|
+29,318
|
New
|
|
|
41
|
Lutz Financial Services
Omaha,
Nebraska
|
$813K
|
+$892K
|
+28,691
|
New
|
|
|
42
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$773K
|
+$847K
|
+27,252
|
New
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$649K
|
+$115K
|
+3,716
|
+19%
|
|
|
44
|
Aviance Capital Partners
Naples,
Florida
|
$614K
|
+$40.1K
|
+1,290
|
+6%
|
|
|
45
|
LPL Financial
San Diego,
California
|
$599K
|
+$34.5K
|
+1,111
|
+6%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$556K
|
+$55.7K
|
+1,793
|
+10%
|
|
|
47
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$506K
|
-$273K
|
-8,780
|
-33%
|
|
|
48
|
SOL Capital Management
Rockville,
Maryland
|
$497K
|
+$160K
|
+5,140
|
+41%
|
|
|
49
|
|
$488K
|
+$262K
|
+8,434
|
+96%
|
|
|
50
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$437K
|
–
|
–
|
–
|
|
