|
26
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.37M
|
–
|
–
|
–
|
|
|
27
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$2.08M
|
+$86.7K
|
+3,399
|
+4%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.99M
|
-$73.2K
|
-2,873
|
-4%
|
|
|
29
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$1.99M
|
+$99K
|
+3,882
|
+5%
|
|
|
30
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.85M
|
-$64.7K
|
-2,537
|
-3%
|
|
|
31
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.75M
|
-$51.1K
|
-2,005
|
-3%
|
|
|
32
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.66M
|
–
|
–
|
–
|
|
|
33
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.64M
|
+$317K
|
+12,418
|
+24%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$1.6M
|
-$80.5K
|
-3,158
|
-5%
|
|
|
35
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.59M
|
+$160K
|
+6,264
|
+11%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$1.5M
|
-$571K
|
-22,383
|
-28%
|
|
|
37
|
First National Corp
Rockland,
Massachusetts
|
$1.07M
|
–
|
–
|
–
|
|
|
38
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.03M
|
-$135K
|
-5,285
|
-12%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.01M
|
+$57.1K
|
+2,240
|
+6%
|
|
|
40
|
Asset Dedication LLC
San Francisco,
California
|
$974K
|
+$17K
|
+666
|
+2%
|
|
|
41
|
Flow Traders U.S.
New York
|
$961K
|
+$959K
|
+37,611
|
New
|
|
|
42
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$959K
|
+$957K
|
+37,529
|
New
|
|
|
43
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$903K
|
+$1.07K
|
+42
|
+0.1%
|
|
|
44
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$897K
|
+$20.4K
|
+800
|
+2%
|
|
|
45
|
Davenport & Co
Richmond,
Virginia
|
$871K
|
–
|
–
|
–
|
|
|
46
|
Avantax Planning Partners
Dubuque,
Iowa
|
$830K
|
–
|
–
|
–
|
|
|
47
|
Altium Wealth Management
Purchase,
New York
|
$818K
|
-$25.5K
|
-1,000
|
-3%
|
|
|
48
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$802K
|
+$600K
|
+23,538
|
+300%
|
|
|
49
|
Boston Advisors
Boston,
Massachusetts
|
$785K
|
-$47.1K
|
-1,848
|
-6%
|
|
|
50
|
American Portfolios Advisors
Holbrook,
New York
|
$758K
|
–
|
–
|
–
|
|
