|
51
|
Summit Financial
Parsippany,
New Jersey
|
$4.59M
|
+$545K
|
+10,382
|
+13%
|
|
|
52
|
Fidelity Investments
Boston,
Massachusetts
|
$4.55M
|
+$3.84M
|
+73,184
|
+540%
|
|
|
53
|
Opes Wealth Management
Menlo Park,
California
|
$4.55M
|
+$397K
|
+7,561
|
+10%
|
|
|
54
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$4.2M
|
-$21.2M
|
-404,013
|
-83%
|
|
|
55
|
Private Advisor Group
Morristown,
New Jersey
|
$4M
|
-$626K
|
-11,924
|
-14%
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.77M
|
-$506K
|
-9,642
|
-12%
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.66M
|
+$1.05M
|
+19,930
|
+40%
|
|
|
58
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3.27M
|
-$15.1K
|
-287
|
-0.5%
|
|
|
59
|
Comerica Bank
Dallas,
Texas
|
$2.99M
|
+$540K
|
+10,274
|
+23%
|
|
|
60
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.84M
|
-$407K
|
-7,751
|
-13%
|
|
|
61
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.59M
|
+$1.2M
|
+22,785
|
+86%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$2.54M
|
+$452K
|
+8,601
|
+22%
|
|
|
63
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.42M
|
-$158
|
-3
|
-0%
|
|
|
64
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.36M
|
+$174K
|
+3,312
|
+8%
|
|
|
65
|
WealthSource Partners
San Luis Obispo,
California
|
$2.33M
|
-$724K
|
-13,790
|
-24%
|
|
|
66
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.29M
|
+$280K
|
+5,340
|
+14%
|
|
|
67
|
SVA Wealth Management
Madison,
Wisconsin
|
$2.29M
|
+$34.4K
|
+655
|
+2%
|
|
|
68
|
Stephens Inc
Little Rock,
Arkansas
|
$2.16M
|
-$123K
|
-2,350
|
-5%
|
|
|
69
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$2.12M
|
-$6.93K
|
-132
|
-0.3%
|
|
|
70
|
Epstein & White Financial
San Diego,
California
|
$2.1M
|
+$72.5K
|
+1,381
|
+4%
|
|
|
71
|
Rockland Trust
Hanover,
Massachusetts
|
$1.84M
|
+$1.07M
|
+20,330
|
+139%
|
|
|
72
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.55M
|
-$299K
|
-5,687
|
-16%
|
|
|
73
|
GeoWealth Management
Chicago,
Illinois
|
$1.52M
|
-$906K
|
-17,250
|
-37%
|
|
|
74
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.52M
|
+$1.5M
|
+28,479
|
+6,098%
|
|
|
75
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.44M
|
-$74.4K
|
-1,417
|
-5%
|
|
