|
26
|
Royal Harbor Partners
Houston,
Texas
|
$817K
|
+$269K
|
+10,916
|
+50%
|
|
|
27
|
Klingman & Associates
New York
|
$653K
|
+$642K
|
+26,010
|
New
|
|
|
28
|
Sandy Spring Bank
Olney,
Maryland
|
$644K
|
+$75.3K
|
+3,050
|
+13%
|
|
|
29
|
Confluence Investment Management
St. Louis,
Missouri
|
$644K
|
-$5.65M
|
-228,737
|
-90%
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$590K
|
+$357K
|
+14,465
|
+160%
|
|
|
31
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$577K
|
+$167K
|
+6,754
|
+42%
|
|
|
32
|
Client 1st Advisory Group
Dunedin,
Florida
|
$550K
|
+$541K
|
+21,912
|
New
|
|
|
33
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$518K
|
-$112K
|
-4,526
|
-18%
|
|
|
34
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$479K
|
+$471K
|
+19,072
|
New
|
|
|
35
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$469K
|
+$20.1K
|
+814
|
+5%
|
|
|
36
|
Valmark Advisers
Akron,
Ohio
|
$412K
|
+$405K
|
+16,424
|
New
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$394K
|
-$71.4K
|
-2,893
|
-16%
|
|
|
38
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$394K
|
-$33.3K
|
-1,350
|
-8%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$386K
|
–
|
–
|
–
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$385K
|
+$379K
|
+15,355
|
New
|
|
|
41
|
WrapManager Inc
Mill Valley,
California
|
$377K
|
+$71K
|
+2,877
|
+24%
|
|
|
42
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$376K
|
+$370K
|
+14,998
|
New
|
|
|
43
|
Capital Investment Advisors
Atlanta,
Georgia
|
$364K
|
+$358K
|
+14,507
|
New
|
|
|
44
|
Archford Capital Strategies
Swansea,
Illinois
|
$351K
|
+$39.9K
|
+1,615
|
+13%
|
|
|
45
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$319K
|
+$88.5K
|
+3,587
|
+39%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$310K
|
+$305K
|
+12,350
|
New
|
|
|
47
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$301K
|
–
|
–
|
–
|
|
|
48
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$239K
|
+$235K
|
+9,514
|
New
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$232K
|
-$13.7K
|
-554
|
-6%
|
|
|
50
|
WealthBridge Capital Management
Westerville,
Ohio
|
$223K
|
+$219K
|
+8,873
|
New
|
|
