|
26
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.1M
|
-$304K
|
-2,093
|
-3%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.49M
|
+$2.3M
|
+15,851
|
+30%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$8.88M
|
+$2.72M
|
+18,766
|
+41%
|
|
|
29
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.48M
|
+$231K
|
+1,593
|
+3%
|
|
|
30
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$8.48M
|
+$231K
|
+1,593
|
+3%
|
|
|
31
|
Elevation Capital Advisory
Bend,
Oregon
|
$8.1M
|
+$1.79M
|
+12,350
|
+26%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.07M
|
+$825K
|
+5,688
|
+11%
|
|
|
33
|
Manchester Financial
Westlake Village,
California
|
$7.65M
|
+$4.11M
|
+28,347
|
+104%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$7.4M
|
+$381K
|
+2,626
|
+5%
|
|
|
35
|
Strategic Equity Management
Tucson,
Arizona
|
$7.32M
|
-$351K
|
-2,417
|
-4%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.97M
|
+$1.4M
|
+9,649
|
+24%
|
|
|
37
|
VOYA Investment Management
Atlanta,
Georgia
|
$6.7M
|
+$5.49M
|
+37,831
|
+345%
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.64M
|
+$2.38M
|
+16,371
|
+51%
|
|
|
39
|
SageView Advisory Group
Newport Beach,
California
|
$6.61M
|
-$5.33M
|
-36,700
|
-43%
|
|
|
40
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$6.36M
|
-$179K
|
-1,231
|
-3%
|
|
|
41
|
Valmark Advisers
Akron,
Ohio
|
$5.61M
|
-$116K
|
-800
|
-2%
|
|
|
42
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.5M
|
+$4.35M
|
+30,000
|
+300%
|
|
|
43
|
TABR Capital Management
Orange,
California
|
$5.38M
|
+$5.68M
|
+39,164
|
New
|
|
|
44
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$5.28M
|
-$10.9K
|
-75
|
-0.2%
|
|
|
45
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.22M
|
-$2.47M
|
-17,040
|
-31%
|
|
|
46
|
Veridan Wealth
West Linn,
Oregon
|
$5.21M
|
+$942K
|
+6,491
|
+21%
|
|
|
47
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$5.11M
|
-$2.9M
|
-20,008
|
-35%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.45M
|
+$1.37M
|
+9,412
|
+41%
|
|
|
49
|
Capitolis Liquid Global Markets
New York
|
$4.23M
|
+$4.47M
|
+30,800
|
New
|
|
|
50
|
Oxford Financial Group
Carmel,
Indiana
|
$4.05M
|
-$155K
|
-1,068
|
-3%
|
|
