|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$622K
|
+$623K
|
+25,451
|
New
|
|
|
27
|
American Portfolios Advisors
Holbrook,
New York
|
$620K
|
+$20.2K
|
+825
|
+3%
|
|
|
28
|
Safeguard Financial
Minocqua,
Wisconsin
|
$618K
|
+$620K
|
+25,330
|
New
|
|
|
29
|
WealthSource Partners
San Luis Obispo,
California
|
$614K
|
+$615K
|
+25,125
|
New
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$575K
|
+$577K
|
+23,543
|
New
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$512K
|
+$513K
|
+20,955
|
New
|
|
|
32
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$463K
|
-$980K
|
-40,000
|
-68%
|
|
|
33
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$447K
|
+$448K
|
+18,284
|
New
|
|
|
34
|
Cerity Partners OCIO
New York
|
$393K
|
+$394K
|
+16,093
|
New
|
|
|
35
|
Oppenheimer & Co
New York
|
$386K
|
+$26.1K
|
+1,067
|
+7%
|
|
|
36
|
Atwater Malick
Lancaster,
Pennsylvania
|
$322K
|
+$90K
|
+3,677
|
+39%
|
|
|
37
|
Strategic Blueprint
Atlanta,
Georgia
|
$290K
|
+$290K
|
+11,858
|
New
|
|
|
38
|
LVW Advisors
Pittsford,
New York
|
$288K
|
+$289K
|
+11,800
|
New
|
|
|
39
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$264K
|
–
|
–
|
–
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$251K
|
+$252K
|
+10,286
|
New
|
|
|
41
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$241K
|
+$241K
|
+9,853
|
New
|
|
|
42
|
|
$230K
|
+$231K
|
+9,424
|
New
|
|
|
43
|
|
$219K
|
+$220K
|
+8,979
|
New
|
|
|
44
|
InterOcean Capital Group
Nashville,
Tennessee
|
$203K
|
+$204K
|
+8,325
|
New
|
|
|
45
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$159K
|
–
|
–
|
–
|
|
|
46
|
Advisornet Financial
Minnetonka,
Minnesota
|
$149K
|
+$65.3K
|
+2,667
|
+78%
|
|
|
47
|
Private Trust Company
Cleveland,
Ohio
|
$107K
|
+$107K
|
+4,386
|
New
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$103K
|
+$73K
|
+2,983
|
+242%
|
|
|
49
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$61K
|
+$61.2K
|
+2,500
|
New
|
|
|
50
|
First National Bank of South Miami
South Miami,
Florida
|
$27K
|
+$26.9K
|
+1,100
|
New
|
|
