|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$906K
|
–
|
–
|
–
|
|
|
27
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$854K
|
–
|
–
|
–
|
|
|
28
|
Paulson Wealth Management
Wheaton,
Illinois
|
$804K
|
+$513K
|
+20,673
|
+185%
|
|
|
29
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$726K
|
+$718K
|
+28,918
|
New
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$715K
|
+$264K
|
+10,641
|
+60%
|
|
|
31
|
Asset Dedication LLC
San Francisco,
California
|
$685K
|
+$7.54K
|
+304
|
+1%
|
|
|
32
|
Lee Financial
Dallas,
Texas
|
$653K
|
–
|
–
|
–
|
|
|
33
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$640K
|
+$633K
|
+25,513
|
New
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$631K
|
+$57.7K
|
+2,325
|
+10%
|
|
|
35
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$611K
|
+$604K
|
+24,325
|
New
|
|
|
36
|
MCF Advisors
Covington,
Kentucky
|
$605K
|
+$2.85K
|
+115
|
+0.5%
|
|
|
37
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$600K
|
+$593K
|
+23,900
|
New
|
|
|
38
|
WrapManager Inc
Mill Valley,
California
|
$596K
|
+$33.5K
|
+1,350
|
+6%
|
|
|
39
|
Altium Wealth Management
Purchase,
New York
|
$519K
|
-$90.1K
|
-3,633
|
-15%
|
|
|
40
|
ETF Portfolio Partners
Leawood,
Kansas
|
$514K
|
–
|
–
|
–
|
|
|
41
|
TLWM Financial
San Antonio,
Texas
|
$407K
|
+$402K
|
+16,220
|
New
|
|
|
42
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$395K
|
+$390K
|
+15,714
|
New
|
|
|
43
|
Vivaldi Capital Management
Chicago,
Illinois
|
$395K
|
+$391K
|
+15,747
|
New
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$381K
|
+$154K
|
+6,207
|
+69%
|
|
|
45
|
Boston Advisors
Boston,
Massachusetts
|
$358K
|
-$723K
|
-29,136
|
-67%
|
|
|
46
|
Ausdal Financial Partners
Davenport,
Iowa
|
$348K
|
-$261K
|
-10,501
|
-43%
|
|
|
47
|
Klingman & Associates
New York
|
$298K
|
+$294K
|
+11,861
|
New
|
|
|
48
|
Flow Traders U.S.
New York
|
$284K
|
+$281K
|
+11,311
|
New
|
|
|
49
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$279K
|
+$70.7K
|
+2,850
|
+34%
|
|
|
50
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$279K
|
+$276K
|
+11,125
|
New
|
|
