|
26
|
American Economic Planning Group
Warren,
New Jersey
|
$2.05M
|
+$788K
|
+14,659
|
+63%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$2.03M
|
+$94.6K
|
+1,760
|
+5%
|
|
|
28
|
|
$1.79M
|
+$1.51M
|
+28,037
|
+560%
|
|
|
29
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.32M
|
+$1.31M
|
+24,290
|
New
|
|
|
30
|
IMS Capital Management
Portland,
Oregon
|
$1.09M
|
-$76.9K
|
-1,430
|
-7%
|
|
|
31
|
BB&T Securities
Richmond,
Virginia
|
$902K
|
-$63.5K
|
-1,181
|
-7%
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$777K
|
+$163K
|
+3,023
|
+27%
|
|
|
33
|
Raymond James Trust
St. Petersburg,
Florida
|
$766K
|
–
|
–
|
–
|
|
|
34
|
Opes Wealth Management
Menlo Park,
California
|
$721K
|
+$715K
|
+13,290
|
New
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$655K
|
-$2.56M
|
-47,571
|
-80%
|
|
|
36
|
MAI Capital Management
Independence,
Ohio
|
$636K
|
-$19.8K
|
-369
|
-3%
|
|
|
37
|
|
$618K
|
-$112K
|
-2,080
|
-15%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$617K
|
+$92.4K
|
+1,719
|
+18%
|
|
|
39
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$480K
|
+$223K
|
+4,152
|
+90%
|
|
|
40
|
Focus Financial Network
Minneapolis,
Minnesota
|
$476K
|
+$472K
|
+8,773
|
New
|
|
|
41
|
LexAurum Advisors
Overland Park,
Kansas
|
$355K
|
+$34.7K
|
+645
|
+11%
|
|
|
42
|
Cerity Partners OCIO
New York
|
$352K
|
+$65K
|
+1,209
|
+23%
|
|
|
43
|
Slow Capital
Greenbrae,
California
|
$334K
|
+$331K
|
+6,154
|
New
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$309K
|
-$252K
|
-4,680
|
-45%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$303K
|
+$13.5K
|
+251
|
+5%
|
|
|
46
|
HeadInvest LLC
Portland,
Maine
|
$287K
|
+$285K
|
+5,295
|
New
|
|
|
47
|
Omega Financial Group
Santa Barbara,
California
|
$218K
|
-$15.1K
|
-281
|
-7%
|
|
|
48
|
Advisor Group
Phoenix,
Arizona
|
$180K
|
+$108K
|
+2,012
|
+153%
|
|
|
49
|
SYM Financial Corp
Winona Lake,
Indiana
|
$112K
|
-$89.2K
|
-1,659
|
-45%
|
|
|
50
|
Cetera Advisors
Denver,
Colorado
|
$99K
|
+$98.4K
|
+1,830
|
New
|
|
