|
26
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$18.9M
|
-$1.64M
|
-23,886
|
-8%
|
|
|
27
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$17.6M
|
-$2.51M
|
-36,592
|
-12%
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.6M
|
-$940K
|
-13,688
|
-5%
|
|
|
29
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$16.6M
|
+$2.49M
|
+36,263
|
+17%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$16.3M
|
-$33.2M
|
-483,541
|
-66%
|
|
|
31
|
Foster & Motley
Cincinnati,
Ohio
|
$14.9M
|
+$1.02M
|
+14,834
|
+7%
|
|
|
32
|
World Investment Advisors
Santa Barbara,
California
|
$14.4M
|
+$3.1M
|
+45,107
|
+26%
|
|
|
33
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$13.9M
|
+$1.06M
|
+15,493
|
+8%
|
|
|
34
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$12.3M
|
+$12.8M
|
+186,667
|
New
|
|
|
35
|
DDFG Inc
Thousand Oaks,
California
|
$11.4M
|
-$13.2M
|
-191,538
|
-52%
|
|
|
36
|
|
$11M
|
+$496K
|
+7,224
|
+5%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$10.9M
|
+$23.8K
|
+346
|
+0.2%
|
|
|
38
|
Parallel Advisors
San Francisco,
California
|
$10.6M
|
+$625K
|
+9,103
|
+6%
|
|
|
39
|
Raymond James Financial
St Petersburg,
Florida
|
$10.5M
|
+$97K
|
+1,413
|
+0.9%
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.79M
|
-$1.73M
|
-25,219
|
-15%
|
|
|
41
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.36M
|
+$675K
|
+9,834
|
+7%
|
|
|
42
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.21M
|
+$1.58M
|
+23,007
|
+20%
|
|
|
43
|
HB Wealth Management
Atlanta,
Georgia
|
$9.2M
|
-$64.7K
|
-942
|
-0.7%
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.7M
|
+$171K
|
+2,483
|
+2%
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$8.24M
|
+$7.36M
|
+107,121
|
+606%
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.09M
|
-$293K
|
-4,263
|
-3%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$7.97M
|
-$142K
|
-2,066
|
-2%
|
|
|
48
|
Evolve Private Wealth
Los Angeles,
California
|
$7.91M
|
-$97.9K
|
-1,426
|
-1%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.55M
|
+$824K
|
+12,002
|
+12%
|
|
|
50
|
|
$7.49M
|
-$2.83M
|
-41,256
|
-27%
|
|
