|
26
|
Congress Wealth Management
Boston,
Massachusetts
|
$463K
|
+$112K
|
+2,560
|
+31%
|
|
|
27
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$455K
|
+$42K
|
+958
|
+10%
|
|
|
28
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$439K
|
+$211K
|
+4,812
|
+90%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$421K
|
+$192K
|
+4,385
|
+82%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$325K
|
-$1.71K
|
-39
|
-0.5%
|
|
|
31
|
New York Life Investment Management
New York
|
$279K
|
-$194K
|
-4,430
|
-41%
|
|
|
32
|
One Capital Management
Westlake Village,
California
|
$257K
|
–
|
–
|
–
|
|
|
33
|
Curtis Advisory Group
Santa Barbara,
California
|
$247K
|
-$130K
|
-2,966
|
-34%
|
|
|
34
|
Huntington National Bank
Columbus,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$222K
|
-$44.7K
|
-1,019
|
-17%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$212K
|
+$215K
|
+4,897
|
New
|
|
|
37
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$157K
|
-$58.3K
|
-1,330
|
-27%
|
|
|
38
|
Baker Avenue Asset Management
San Francisco,
California
|
$147K
|
-$148K
|
-3,365
|
-50%
|
|
|
39
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$129K
|
+$131K
|
+2,993
|
New
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$99.9K
|
–
|
–
|
–
|
|
|
41
|
|
$89.9K
|
+$91.3K
|
+2,081
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$79K
|
+$1.49K
|
+34
|
+2%
|
|
|
43
|
Column Capital Advisors
Indianapolis,
Indiana
|
$72K
|
+$1.18K
|
+27
|
+2%
|
|
|
44
|
Financial Connections Group
Corte Madera,
California
|
$68K
|
+$14.7K
|
+334
|
+27%
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$59.3K
|
+$16.8K
|
+383
|
+39%
|
|
|
46
|
Horizons Wealth Management
Asheville,
North Carolina
|
$56.1K
|
-$14.9K
|
-340
|
-21%
|
|
|
47
|
Syntrinsic
Denver,
Colorado
|
$51.2K
|
+$52.8K
|
+1,204
|
New
|
|
|
48
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39K
|
+$483
|
+11
|
+1%
|
|
|
49
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$15.5K
|
-$17K
|
-388
|
-52%
|
|
|
50
|
|
$10.5K
|
-$41.2K
|
-939
|
-79%
|
|
