|
26
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.5M
|
-$1.15M
|
-18,069
|
-8%
|
|
|
27
|
EP Wealth Advisors
Torrance,
California
|
$11.2M
|
+$12.3M
|
+192,890
|
New
|
|
|
28
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.9M
|
+$1.09M
|
+17,052
|
+10%
|
|
|
29
|
Rockbridge Investment Management
Syracuse,
New York
|
$10.8M
|
-$57.2K
|
-896
|
-0.5%
|
|
|
30
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$9.92M
|
+$772K
|
+12,094
|
+8%
|
|
|
31
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$8.79M
|
-$323K
|
-5,069
|
-3%
|
|
|
32
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$8.44M
|
+$1.16M
|
+18,157
|
+15%
|
|
|
33
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.14M
|
+$631K
|
+9,885
|
+8%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.87M
|
+$1.39M
|
+21,737
|
+19%
|
|
|
35
|
Freedom Investment Management
Hartford,
Connecticut
|
$7.74M
|
-$343K
|
-5,379
|
-4%
|
|
|
36
|
Avior Wealth Management
Omaha,
Nebraska
|
$7.23M
|
+$477K
|
+7,473
|
+6%
|
|
|
37
|
Parcion Private Wealth
Bellevue,
Washington
|
$6.82M
|
+$1.77M
|
+27,665
|
+31%
|
|
|
38
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.65M
|
+$533K
|
+8,355
|
+8%
|
|
|
39
|
Diligent Investors
Redlands,
California
|
$6.44M
|
+$110K
|
+1,730
|
+2%
|
|
|
40
|
Retirement Group
San Diego,
California
|
$6.28M
|
-$5.11M
|
-80,082
|
-42%
|
|
|
41
|
AE Wealth Management
Topeka,
Kansas
|
$5.93M
|
+$6.54M
|
+102,558
|
New
|
|
|
42
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.79M
|
-$88.1K
|
-1,380
|
-1%
|
|
|
43
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.64M
|
-$167K
|
-2,612
|
-3%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.63M
|
+$34.9K
|
+547
|
+0.6%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$5.51M
|
+$5.22M
|
+81,844
|
+608%
|
|
|
46
|
Executive Wealth Management
Brighton,
Michigan
|
$5.5M
|
+$351K
|
+5,497
|
New
|
|
|
47
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.3M
|
-$1.33M
|
-20,790
|
-18%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$5.22M
|
+$549K
|
+8,603
|
+11%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.19M
|
+$2.79M
|
+43,789
|
+95%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.14M
|
+$1.12M
|
+17,532
|
+25%
|
|
