|
26
|
ESL Trust Services
Rochester,
New York
|
$5.95M
|
–
|
–
|
–
|
|
|
27
|
Covington Capital Management
Los Angeles,
California
|
$5.81M
|
+$50.6K
|
+3,885
|
+0.7%
|
|
|
28
|
First National Corp
Rockland,
Massachusetts
|
$5.57M
|
+$1.41M
|
+108,006
|
New
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$5.56M
|
+$338K
|
+25,926
|
+5%
|
|
|
30
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$5.32M
|
+$310K
|
+23,790
|
+5%
|
|
|
31
|
White Pine Investment Company
Livonia,
Michigan
|
$4.74M
|
+$570K
|
+43,770
|
+11%
|
|
|
32
|
Reston Wealth Management
Reston,
Virginia
|
$4.2M
|
+$63.8K
|
+4,893
|
+1%
|
|
|
33
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.07M
|
-$2.64M
|
-202,938
|
-34%
|
|
|
34
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.65M
|
-$454K
|
-34,842
|
-9%
|
|
|
35
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.57M
|
+$1.79M
|
+137,610
|
+67%
|
|
|
36
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.57M
|
+$4.46M
|
+342,135
|
New
|
|
|
37
|
|
$3.5M
|
+$4.37M
|
+335,058
|
New
|
|
|
38
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.99M
|
-$3.07M
|
-235,776
|
-45%
|
|
|
39
|
Opes Wealth Management
Menlo Park,
California
|
$2.91M
|
-$47.6K
|
-3,651
|
-1%
|
|
|
40
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$2.88M
|
+$360K
|
+27,648
|
+11%
|
|
|
41
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.84M
|
+$307K
|
+23,571
|
+9%
|
|
|
42
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$2.83M
|
+$648K
|
+49,707
|
+22%
|
|
|
43
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.77M
|
-$140K
|
-10,776
|
-4%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$2.72M
|
+$494K
|
+37,923
|
+17%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.52M
|
+$57.9M
|
+4,441,245
|
New
|
|
|
46
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2.5M
|
-$92.9K
|
-7,128
|
-3%
|
|
|
47
|
|
$2.4M
|
+$259K
|
+19,866
|
+9%
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.27M
|
+$312K
|
+23,961
|
+12%
|
|
|
49
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.25M
|
+$329K
|
+25,248
|
+13%
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$2.24M
|
-$2.82M
|
-216,510
|
-50%
|
|
