|
1
|
|
$36.6M
|
+$1.77M
|
+40,821
|
+5%
|
|
|
2
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$34.3M
|
+$2.83M
|
+65,125
|
+9%
|
|
|
3
|
Northland Capital Management
Virginia,
Minnesota
|
$17.8M
|
+$50.4K
|
+1,159
|
+0.3%
|
|
|
4
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$11.7M
|
-$1.11M
|
-25,631
|
-9%
|
|
|
5
|
Financial Engines Advisors
Santa Clara,
California
|
$11.1M
|
-$15.8M
|
-362,823
|
-59%
|
|
|
6
|
|
$9.39M
|
-$294K
|
-6,756
|
-3%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9.11M
|
-$372K
|
-8,562
|
-4%
|
|
|
8
|
Prosperity Planning
Kansas City,
Missouri
|
$8.81M
|
–
|
–
|
–
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.11M
|
+$757K
|
+17,420
|
+10%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.62M
|
+$302K
|
+6,955
|
+5%
|
|
|
11
|
|
$5.56M
|
+$1.24M
|
+28,537
|
+29%
|
|
|
12
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$5.28M
|
+$802K
|
+18,460
|
+18%
|
|
|
13
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$4.96M
|
+$4.97M
|
+114,350
|
New
|
|
|
14
|
|
$4.32M
|
-$203K
|
-4,664
|
-4%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.75M
|
+$281K
|
+6,471
|
+8%
|
|
|
16
|
Bigelow Investment Advisors
Portland,
Maine
|
$3.05M
|
+$205K
|
+4,715
|
+7%
|
|
|
17
|
|
$2.8M
|
-$1.14M
|
-26,158
|
-29%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.67M
|
-$78K
|
-1,796
|
-3%
|
|
|
19
|
MYeCFO
La Jolla,
California
|
$2.48M
|
+$327K
|
+7,529
|
+15%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$2.46M
|
-$75.8K
|
-1,745
|
-3%
|
|
|
21
|
Sunflower Bank
Dallas,
Texas
|
$2.4M
|
–
|
–
|
–
|
|
|
22
|
TSA Wealth Management
Houston,
Texas
|
$2.14M
|
+$16.9K
|
+390
|
+0.8%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.13M
|
+$24K
|
+553
|
+1%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.04M
|
+$373K
|
+8,581
|
+22%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$1.96M
|
+$1.56M
|
+35,824
|
+383%
|
|
