|
26
|
|
$1.81M
|
+$93.2K
|
+932
|
+5%
|
|
|
27
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.67M
|
-$133K
|
-1,325
|
-7%
|
|
|
28
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.59M
|
-$55.2M
|
-551,967
|
-97%
|
|
|
29
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.36M
|
+$437K
|
+4,365
|
+47%
|
|
|
30
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.29M
|
-$44K
|
-440
|
-3%
|
|
|
31
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.23M
|
+$1.22M
|
+12,238
|
New
|
|
|
32
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.16M
|
-$67.5K
|
-675
|
-6%
|
|
|
33
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.13M
|
+$1.13M
|
+11,328
|
New
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
–
|
–
|
–
|
|
|
35
|
Squar Milner Financial Services
Irvine,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
36
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.01M
|
+$1.01M
|
+10,102
|
New
|
|
|
37
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$982K
|
+$389K
|
+3,889
|
+66%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$861K
|
-$85K
|
-850
|
-9%
|
|
|
39
|
Cypress Wealth Services
Palm Desert,
California
|
$814K
|
+$813K
|
+8,130
|
New
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$755K
|
+$754K
|
+7,538
|
New
|
|
|
41
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$539K
|
–
|
–
|
–
|
|
|
42
|
BKS Advisors
Southfield,
Michigan
|
$513K
|
–
|
–
|
–
|
|
|
43
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$438K
|
–
|
–
|
–
|
|
|
44
|
Westside Investment Management
Santa Monica,
California
|
$420K
|
-$500K
|
-5,000
|
-54%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$411K
|
+$411K
|
+4,106
|
New
|
|
|
46
|
One Capital Management
Westlake Village,
California
|
$410K
|
+$110K
|
+1,100
|
+37%
|
|
|
47
|
Brookstone Capital Management
Wheaton,
Illinois
|
$356K
|
+$46.1K
|
+461
|
+15%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$350K
|
+$350K
|
+3,497
|
New
|
|
|
49
|
Waverly Advisors
Birmingham,
Alabama
|
$305K
|
–
|
–
|
–
|
|
|
50
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$300K
|
–
|
–
|
–
|
|
