|
26
|
ESL Trust Services
Rochester,
New York
|
$7.97M
|
+$7.65M
|
+560,295
|
New
|
|
|
27
|
Covington Capital Management
Los Angeles,
California
|
$7.86M
|
+$7.55M
|
+552,663
|
New
|
|
|
28
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.75M
|
+$211K
|
+15,441
|
+3%
|
|
|
29
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7.43M
|
-$95.7K
|
-7,011
|
-1%
|
|
|
30
|
Gratus Capital
Atlanta,
Georgia
|
$7.34M
|
-$463K
|
-33,876
|
-6%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$7.2M
|
+$146K
|
+10,692
|
+2%
|
|
|
32
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$6.9M
|
+$6.63M
|
+485,310
|
New
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$6.13M
|
+$1.31M
|
+95,892
|
+29%
|
|
|
34
|
White Pine Investment Company
Livonia,
Michigan
|
$5.83M
|
+$1.1M
|
+80,400
|
+24%
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.7M
|
-$22.8K
|
-1,668
|
-0.4%
|
|
|
36
|
Reston Wealth Management
Reston,
Virginia
|
$5.65M
|
+$101K
|
+7,416
|
+2%
|
|
|
37
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.46M
|
+$74.2K
|
+5,436
|
+1%
|
|
|
38
|
Your Advocates Ltd
Houston,
Texas
|
$4.93M
|
+$4.73M
|
+346,404
|
New
|
|
|
39
|
Opes Wealth Management
Menlo Park,
California
|
$4.01M
|
-$103K
|
-7,506
|
-3%
|
|
|
40
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.93M
|
+$27.4K
|
+2,007
|
+0.7%
|
|
|
41
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$3.54M
|
+$325K
|
+23,811
|
+11%
|
|
|
42
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.53M
|
-$25.2K
|
-1,848
|
-0.7%
|
|
|
43
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3.51M
|
-$63.2K
|
-4,629
|
-2%
|
|
|
44
|
Janiczek Wealth Management
Denver,
Colorado
|
$3.41M
|
-$20.1K
|
-1,470
|
-0.6%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$3.17M
|
+$284K
|
+20,769
|
+10%
|
|
|
46
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$3.15M
|
+$621K
|
+45,492
|
+26%
|
|
|
47
|
|
$2.98M
|
+$207K
|
+15,192
|
+8%
|
|
|
48
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.91M
|
+$1.58M
|
+115,350
|
+129%
|
|
|
49
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.9M
|
-$11.9K
|
-873
|
-0.4%
|
|
|
50
|
EPIQ Capital Group
San Francisco,
California
|
$2.81M
|
+$2.69M
|
+197,235
|
New
|
|
