|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.91M
|
+$803K
|
+35,119
|
+74%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.59M
|
+$1.45M
|
+63,317
|
+1,160%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$1.25M
|
+$71.7K
|
+3,135
|
+6%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$1.2M
|
-$78.8K
|
-3,445
|
-6%
|
|
|
30
|
Cetera Advisor Networks
El Segundo,
California
|
$1.18M
|
+$500K
|
+21,850
|
+75%
|
|
|
31
|
D.A. Davidson & Co
Great Falls,
Montana
|
$994K
|
+$734K
|
+32,086
|
+292%
|
|
|
32
|
Citadel Advisors
Miami,
Florida
|
$946K
|
+$344K
|
+15,036
|
+58%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$901K
|
+$463K
|
+20,246
|
+108%
|
|
|
34
|
InterOcean Capital Group
Nashville,
Tennessee
|
$770K
|
+$763K
|
+33,360
|
New
|
|
|
35
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$719K
|
+$713K
|
+31,147
|
New
|
|
|
36
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$624K
|
+$234K
|
+10,241
|
+61%
|
|
|
37
|
Park Avenue Securities
New York
|
$588K
|
+$125K
|
+5,479
|
+27%
|
|
|
38
|
Perigon Wealth Management
San Francisco,
California
|
$569K
|
+$11.9K
|
+519
|
+2%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$516K
|
+$410K
|
+17,913
|
+401%
|
|
|
40
|
4J Wealth Management
Alexandria,
Virginia
|
$515K
|
+$52.6K
|
+2,297
|
+11%
|
|
|
41
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$467K
|
–
|
–
|
–
|
|
|
42
|
Summit Wealth Partners
Orlando,
Florida
|
$456K
|
+$84.8K
|
+3,705
|
+23%
|
|
|
43
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$443K
|
+$174K
|
+7,592
|
+66%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$434K
|
+$430K
|
+18,786
|
New
|
|
|
45
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$425K
|
+$39.7K
|
+1,736
|
+10%
|
|
|
46
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$399K
|
-$5.88K
|
-257
|
-1%
|
|
|
47
|
Leavell Investment Management
Mobile,
Alabama
|
$382K
|
+$161K
|
+7,055
|
+74%
|
|
|
48
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$370K
|
+$367K
|
+16,025
|
New
|
|
|
49
|
Focused Wealth Management
Newburgh,
New York
|
$337K
|
-$1.24K
|
-54
|
-0.4%
|
|
|
50
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$323K
|
–
|
–
|
–
|
|
