|
26
|
Bell Investment Advisors
Oakland,
California
|
$3.47M
|
+$1.33M
|
+44,698
|
+68%
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.88M
|
+$104K
|
+3,500
|
+4%
|
|
|
28
|
RF&L Wealth Management
Acton,
Massachusetts
|
$2.79M
|
+$2.66M
|
+89,347
|
New
|
|
|
29
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.68M
|
+$261K
|
+8,773
|
+11%
|
|
|
30
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.68M
|
+$551K
|
+18,516
|
+28%
|
|
|
31
|
|
$2.48M
|
+$195K
|
+6,551
|
+9%
|
|
|
32
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.47M
|
+$22.2K
|
+746
|
+1%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
-$111K
|
-3,746
|
-5%
|
|
|
34
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.45M
|
-$517K
|
-17,373
|
-18%
|
|
|
35
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.24M
|
-$22.4K
|
-753
|
-1%
|
|
|
36
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.98M
|
+$75.6K
|
+2,542
|
+4%
|
|
|
37
|
Shore Point Advisors
Brielle,
New Jersey
|
$1.95M
|
+$1.46M
|
+48,997
|
+369%
|
|
|
38
|
Colony Group
Boston,
Massachusetts
|
$1.87M
|
+$1.78M
|
+59,917
|
New
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$1.83M
|
-$539K
|
-18,106
|
-24%
|
|
|
40
|
Asset Dedication LLC
San Francisco,
California
|
$1.82M
|
-$50.5K
|
-1,696
|
-3%
|
|
|
41
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.76M
|
-$58.6K
|
-1,971
|
-4%
|
|
|
42
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.75M
|
+$1.67M
|
+56,053
|
New
|
|
|
43
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.69M
|
-$306K
|
-10,299
|
-17%
|
|
|
44
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.38M
|
+$1.31M
|
+44,139
|
New
|
|
|
45
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.35M
|
-$669K
|
-22,499
|
-34%
|
|
|
46
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$1.26M
|
-$244K
|
-8,209
|
-17%
|
|
|
47
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.18M
|
+$2.08K
|
+70
|
+0.2%
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.18M
|
+$518K
|
+17,402
|
+86%
|
|
|
49
|
Seed Wealth Management
Evanston,
Illinois
|
$1.01M
|
+$964K
|
+32,405
|
New
|
|
|
50
|
Breakwater Capital Group
Paramus,
New Jersey
|
$989K
|
+$941K
|
+31,644
|
New
|
|
