|
26
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$394K
|
+$32K
|
+600
|
+9%
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$370K
|
+$379K
|
+7,091
|
New
|
|
|
28
|
Capital Insight Partners
Scottsdale,
Arizona
|
$356K
|
-$5.07K
|
-95
|
-1%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$352K
|
+$175K
|
+3,280
|
+95%
|
|
|
30
|
|
$320K
|
+$30K
|
+562
|
+10%
|
|
|
31
|
Colony Group
Boston,
Massachusetts
|
$308K
|
–
|
–
|
–
|
|
|
32
|
|
$291K
|
+$297K
|
+5,567
|
New
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$223K
|
+$228K
|
+4,272
|
New
|
|
|
34
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$222K
|
+$227K
|
+4,250
|
New
|
|
|
35
|
Liberty Wealth Management
Oakland,
California
|
$210K
|
–
|
–
|
–
|
|
|
36
|
Boltwood Capital Management
Walnut Creek,
California
|
$209K
|
–
|
–
|
–
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$170K
|
+$10.9K
|
+204
|
+7%
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$103K
|
-$3.9K
|
-73
|
-4%
|
|
|
39
|
Global Retirement Partners
San Rafael,
California
|
$84K
|
-$34.8K
|
-651
|
-29%
|
|
|
40
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$79K
|
+$60K
|
+1,124
|
+290%
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$65K
|
+$66.7K
|
+1,250
|
New
|
|
|
42
|
Parallel Advisors
San Francisco,
California
|
$63K
|
–
|
–
|
–
|
|
|
43
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$57K
|
+$320
|
+6
|
+0.6%
|
|
|
44
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$52K
|
+$214
|
+4
|
New
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$37K
|
+$37.4K
|
+700
|
New
|
|
|
46
|
Geneos Wealth Management
Englewood,
Colorado
|
$26K
|
-$17K
|
-319
|
-39%
|
|
|
47
|
|
$23K
|
–
|
–
|
–
|
|
|
48
|
Atwood & Palmer
Kansas City,
Missouri
|
$23K
|
+$24K
|
+450
|
New
|
|
|
49
|
Creative Financial Designs
Kokomo,
Indiana
|
$21K
|
-$10.7K
|
-200
|
-33%
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$20K
|
–
|
–
|
–
|
|
