|
26
|
Asset Dedication LLC
San Francisco,
California
|
$2.28M
|
+$41.8K
|
+1,544
|
+2%
|
|
|
27
|
Gilbert & Cook
West Des Moines,
Iowa
|
$2.21M
|
-$225K
|
-8,323
|
-9%
|
|
|
28
|
Edge Capital Group
Atlanta,
Georgia
|
$1.97M
|
+$2.07M
|
+76,315
|
New
|
|
|
29
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.83M
|
+$1.66M
|
+61,339
|
+649%
|
|
|
30
|
Waverly Advisors
Birmingham,
Alabama
|
$1.63M
|
–
|
–
|
–
|
|
|
31
|
Gratus Capital
Atlanta,
Georgia
|
$1.53M
|
+$650K
|
+23,981
|
+68%
|
|
|
32
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.48M
|
-$218K
|
-8,048
|
-12%
|
|
|
33
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.46M
|
–
|
–
|
–
|
|
|
34
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$1.37M
|
+$1.21M
|
+44,730
|
+541%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.21M
|
+$1.19M
|
+43,855
|
New
|
|
|
36
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.1M
|
+$956K
|
+35,282
|
+471%
|
|
|
37
|
Atria Investments
Charlotte,
North Carolina
|
$1.04M
|
+$16.3K
|
+603
|
+2%
|
|
|
38
|
BOK Financial
Tulsa,
Oklahoma
|
$970K
|
+$496K
|
+18,293
|
+95%
|
|
|
39
|
Cahill Financial Advisors
Edina,
Minnesota
|
$899K
|
-$28K
|
-1,035
|
-3%
|
|
|
40
|
Parsons Capital Management
Providence,
Rhode Island
|
$862K
|
+$120K
|
+4,444
|
+15%
|
|
|
41
|
BBVA USA Bancshares
Houston,
Texas
|
$856K
|
+$135K
|
+5,001
|
+18%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$830K
|
+$59.9K
|
+2,213
|
+7%
|
|
|
43
|
United Capital Financial Advisors
Irving,
Texas
|
$765K
|
+$803K
|
+29,630
|
New
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$754K
|
+$731K
|
+26,969
|
+1,213%
|
|
|
45
|
Bangor Savings Bank
Bangor,
Maine
|
$746K
|
+$43.7K
|
+1,613
|
+6%
|
|
|
46
|
Janiczek Wealth Management
Denver,
Colorado
|
$734K
|
+$770K
|
+28,423
|
New
|
|
|
47
|
SOL Capital Management
Rockville,
Maryland
|
$703K
|
-$27.1K
|
-1,000
|
-4%
|
|
|
48
|
SPC Financial Inc
Rockville,
Maryland
|
$697K
|
+$731K
|
+26,973
|
New
|
|
|
49
|
Intelligence Driven Advisers
Carlsbad,
California
|
$695K
|
+$729K
|
+26,899
|
New
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$677K
|
-$10.4K
|
-384
|
-1%
|
|
