|
1
|
|
$52.4M
|
-$19.5M
|
-423,105
|
-26%
|
|
|
2
|
TPG Financial Advisors
Portland,
Oregon
|
$15.9M
|
+$16.6M
|
+359,992
|
New
|
|
|
3
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$15.1M
|
-$117K
|
-2,536
|
-0.7%
|
|
|
4
|
Financial Management Professionals
Austin,
Texas
|
$11.2M
|
+$1.27M
|
+27,538
|
+12%
|
|
|
5
|
Delta Investment Management
San Francisco,
California
|
$3.19M
|
+$236K
|
+5,123
|
+8%
|
|
|
6
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$2.98M
|
+$3.1M
|
+67,258
|
New
|
|
|
7
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$2.38M
|
+$2.48M
|
+53,760
|
New
|
|
|
8
|
BFSG LLC
Irvine,
California
|
$2.21M
|
-$1.3M
|
-28,155
|
-36%
|
|
|
9
|
|
$2.04M
|
+$64.5K
|
+1,398
|
+3%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.57M
|
+$616K
|
+13,368
|
+61%
|
|
|
11
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.49M
|
+$98.9K
|
+2,144
|
+7%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.36M
|
+$394K
|
+8,549
|
+38%
|
|
|
13
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.11M
|
+$850K
|
+18,434
|
+279%
|
|
|
14
|
Western Wealth Management
Golden,
Colorado
|
$1.01M
|
+$1.04M
|
+22,640
|
New
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$939K
|
+$977K
|
+21,193
|
New
|
|
|
16
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$930K
|
-$76.6K
|
-1,662
|
-7%
|
|
|
17
|
Silver Oak Securities
Jackson,
Tennessee
|
$929K
|
+$965K
|
+20,929
|
New
|
|
|
18
|
Virtue Capital Management
Brentwood,
Tennessee
|
$782K
|
+$273K
|
+5,918
|
+50%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$699K
|
+$152K
|
+3,301
|
+26%
|
|
|
20
|
Integrity Advisory
Overland Park,
Kansas
|
$588K
|
-$30.7K
|
-666
|
-5%
|
|
|
21
|
Heritage Financial Services
Westwood,
Massachusetts
|
$407K
|
-$93.8K
|
-2,035
|
-18%
|
|
|
22
|
|
$383K
|
+$399K
|
+8,644
|
New
|
|
|
23
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$378K
|
+$11.8K
|
+255
|
+3%
|
|
|
24
|
|
$339K
|
+$59.4K
|
+1,289
|
+20%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$313K
|
+$28.7K
|
+622
|
+10%
|
|
