|
26
|
Bartlett & Co
Cincinnati,
Ohio
|
$731K
|
–
|
–
|
–
|
|
|
27
|
Private Advisor Group
Morristown,
New Jersey
|
$685K
|
+$128K
|
+2,588
|
+23%
|
|
|
28
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$676K
|
-$158K
|
-3,194
|
-19%
|
|
|
29
|
Cetera Advisor Networks
El Segundo,
California
|
$655K
|
+$83.5K
|
+1,690
|
+15%
|
|
|
30
|
LifePlan Financial Group
Dayton,
Ohio
|
$646K
|
-$15.9K
|
-322
|
-2%
|
|
|
31
|
Investment Centers of America
Bismarck,
North Dakota
|
$573K
|
+$13K
|
+264
|
+2%
|
|
|
32
|
|
$569K
|
+$561K
|
+11,352
|
New
|
|
|
33
|
First National Bank of Omaha
Omaha,
Nebraska
|
$532K
|
–
|
–
|
–
|
|
|
34
|
Comerica Bank
Dallas,
Texas
|
$524K
|
+$219K
|
+4,424
|
+80%
|
|
|
35
|
Coastline Trust
Providence,
Rhode Island
|
$521K
|
+$514K
|
+10,400
|
New
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$479K
|
–
|
–
|
–
|
|
|
37
|
Grimes & Company
Westborough,
Massachusetts
|
$371K
|
–
|
–
|
–
|
|
|
38
|
Pacific Financial Group
Bellevue,
Washington
|
$365K
|
+$360K
|
+7,280
|
New
|
|
|
39
|
Veritable
Wilmington,
Delaware
|
$349K
|
–
|
–
|
–
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$329K
|
–
|
–
|
–
|
|
|
41
|
First Allied Advisory Services
San Diego,
California
|
$324K
|
+$314K
|
+6,348
|
New
|
|
|
42
|
National Planning Corporation
El Segundo,
California
|
$318K
|
+$45.3K
|
+918
|
+18%
|
|
|
43
|
Braver Wealth Management
Needham,
Massachusetts
|
$259K
|
-$42.2K
|
-854
|
-14%
|
|
|
44
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$213K
|
+$210K
|
+4,250
|
New
|
|
|
45
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$208K
|
–
|
–
|
–
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$162K
|
+$159K
|
+3,224
|
New
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$143K
|
+$5.14K
|
+104
|
+4%
|
|
|
48
|
Bessemer Group
Woodbridge,
New Jersey
|
$121K
|
+$113K
|
+2,290
|
+1,762%
|
|
|
49
|
Avior Wealth Management
Omaha,
Nebraska
|
$87K
|
+$99
|
+2
|
+0.1%
|
|
|
50
|
D.A. Davidson & Co
Great Falls,
Montana
|
$85K
|
-$988
|
-20
|
-1%
|
|
