|
26
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.94M
|
-$222K
|
-17,094
|
-3%
|
|
|
27
|
Firestone Capital Management
Coral Gables,
Florida
|
$7.24M
|
-$14.9K
|
-1,146
|
-0.2%
|
|
|
28
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$7.09M
|
+$455K
|
+34,980
|
+7%
|
|
|
29
|
Tiedemann Advisors
New York
|
$7.06M
|
-$4.84M
|
-372,057
|
-40%
|
|
|
30
|
|
$6.8M
|
-$350K
|
-26,946
|
-5%
|
|
|
31
|
Merriman Wealth Management
Seattle,
Washington
|
$6.7M
|
-$166K
|
-12,738
|
-2%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$6.25M
|
-$15.6K
|
-1,200
|
-0.2%
|
|
|
33
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$6.2M
|
-$38.7K
|
-2,979
|
-0.6%
|
|
|
34
|
Your Advocates Ltd
Houston,
Texas
|
$5.86M
|
+$3.35M
|
+257,799
|
+132%
|
|
|
35
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$5.46M
|
+$257K
|
+19,749
|
+5%
|
|
|
36
|
Reston Wealth Management
Reston,
Virginia
|
$4.85M
|
-$140K
|
-10,773
|
-3%
|
|
|
37
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$4.37M
|
+$162K
|
+12,468
|
+4%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.12M
|
-$197K
|
-15,195
|
-5%
|
|
|
39
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4.1M
|
-$167K
|
-12,882
|
-4%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.78M
|
+$251K
|
+19,320
|
+7%
|
|
|
41
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.57M
|
-$23.2K
|
-1,785
|
-0.6%
|
|
|
42
|
Gemmer Asset Management
Walnut Creek,
California
|
$3.53M
|
+$224K
|
+17,220
|
+7%
|
|
|
43
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.39M
|
-$136K
|
-10,440
|
-4%
|
|
|
44
|
|
$3.26M
|
+$201K
|
+15,450
|
+7%
|
|
|
45
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$3.21M
|
+$1.82M
|
+139,860
|
+128%
|
|
|
46
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$3.03M
|
-$1.02M
|
-78,129
|
-25%
|
|
|
47
|
Avantax Advisory Services
Dallas,
Texas
|
$3.01M
|
+$3.03M
|
+233,214
|
New
|
|
|
48
|
Foster & Motley
Cincinnati,
Ohio
|
$2.85M
|
+$262K
|
+20,169
|
+10%
|
|
|
49
|
First National Corp
Rockland,
Massachusetts
|
$2.83M
|
–
|
–
|
–
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
+$591K
|
+45,471
|
+30%
|
|
