|
26
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$483K
|
+$125K
|
+4,925
|
+35%
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$456K
|
+$115K
|
+4,544
|
+34%
|
|
|
28
|
Petros Family Wealth
Bloomington,
Minnesota
|
$419K
|
+$77.8K
|
+3,063
|
+23%
|
|
|
29
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$255K
|
+$1.32K
|
+52
|
+0.5%
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$235K
|
+$232K
|
+9,156
|
New
|
|
|
31
|
GTS Securities
Miami,
Florida
|
$227K
|
+$224K
|
+8,826
|
New
|
|
|
32
|
Waverly Advisors
Birmingham,
Alabama
|
$220K
|
+$12K
|
+473
|
+6%
|
|
|
33
|
Financial Engines Advisors
Santa Clara,
California
|
$205K
|
+$202K
|
+7,961
|
New
|
|
|
34
|
SignatureFD
Atlanta,
Georgia
|
$202K
|
–
|
–
|
–
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$182K
|
+$25.4K
|
+1,000
|
+16%
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$172K
|
+$74.3K
|
+2,926
|
+77%
|
|
|
37
|
Physician Wealth Advisors
Midvale,
Utah
|
$103K
|
–
|
–
|
–
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54K
|
+$43.7K
|
+1,722
|
+435%
|
|
|
39
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$47K
|
–
|
–
|
–
|
|
|
40
|
AllSquare Wealth Management
Albany,
New York
|
$45.5K
|
–
|
–
|
–
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.5K
|
-$9.67K
|
-381
|
-23%
|
|
|
42
|
Central Trust Company
Jefferson City,
Missouri
|
$28.4K
|
+$20K
|
+787
|
+247%
|
|
|
43
|
Comerica Bank
Dallas,
Texas
|
$26.2K
|
-$381
|
-15
|
-1%
|
|
|
44
|
CVA Family Office
Denver,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
45
|
Asset Dedication LLC
San Francisco,
California
|
$13.3K
|
+$6.91K
|
+272
|
+111%
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$9.74K
|
+$9.62K
|
+379
|
New
|
|
|
47
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$109K
|
-4,239
|
Closed
|
|
|
48
|
|
–
|
-$6.78K
|
-264
|
Closed
|
|
