|
26
|
EP Wealth Advisors
Torrance,
California
|
$1.72M
|
+$1.72M
|
+66,602
|
New
|
|
|
27
|
Mercer Global Advisors
Denver,
Colorado
|
$1.59M
|
+$559K
|
+21,659
|
+54%
|
|
|
28
|
LifeSteps Financial
Claremont,
California
|
$1.52M
|
+$1.52M
|
+58,964
|
New
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$1.5M
|
+$667K
|
+25,871
|
+81%
|
|
|
30
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.48M
|
+$3.61K
|
+140
|
+0.2%
|
|
|
31
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.42M
|
+$124K
|
+4,800
|
+10%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.4M
|
+$58.3K
|
+2,260
|
+4%
|
|
|
33
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.14M
|
-$54.4K
|
-2,108
|
-5%
|
|
|
34
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.11M
|
-$25.3K
|
-979
|
-2%
|
|
|
35
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$999K
|
-$379K
|
-14,689
|
-28%
|
|
|
37
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$955K
|
+$191K
|
+7,386
|
+25%
|
|
|
38
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$878K
|
–
|
–
|
–
|
|
|
39
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$841K
|
+$128K
|
+4,945
|
+18%
|
|
|
40
|
Altium Wealth Management
Purchase,
New York
|
$809K
|
-$77K
|
-2,985
|
-9%
|
|
|
41
|
Sonata Capital Group
Seattle,
Washington
|
$765K
|
+$521K
|
+20,183
|
+213%
|
|
|
42
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$747K
|
–
|
–
|
–
|
|
|
43
|
TLWM Financial
San Antonio,
Texas
|
$690K
|
–
|
–
|
–
|
|
|
44
|
Lee Financial
Dallas,
Texas
|
$671K
|
–
|
–
|
–
|
|
|
45
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$620K
|
+$877
|
+34
|
+0.1%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$616K
|
+$4.51K
|
+175
|
+0.7%
|
|
|
47
|
Flow Traders U.S.
New York
|
$598K
|
+$597K
|
+23,141
|
New
|
|
|
48
|
ETF Portfolio Partners
Leawood,
Kansas
|
$528K
|
–
|
–
|
–
|
|
|
49
|
WrapManager Inc
Mill Valley,
California
|
$526K
|
-$34.3K
|
-1,331
|
-6%
|
|
|
50
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$512K
|
+$216K
|
+8,355
|
+73%
|
|
