|
51
|
Capital Planning
Bellevue,
Washington
|
$6.68M
|
+$101K
|
+997
|
+1%
|
|
|
52
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.29M
|
–
|
–
|
–
|
|
|
53
|
WealthShield Partners
Cary,
North Carolina
|
$6.24M
|
+$6.44M
|
+63,760
|
New
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$5.71M
|
+$311K
|
+3,076
|
+6%
|
|
|
55
|
Planning Directions
Glen Mills,
Pennsylvania
|
$5.59M
|
-$63.1K
|
-625
|
-1%
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.45M
|
+$235K
|
+2,323
|
+4%
|
|
|
57
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$5.39M
|
+$100K
|
+994
|
+2%
|
|
|
58
|
United Capital Financial Advisors
Irving,
Texas
|
$4.86M
|
-$84.8K
|
-840
|
-2%
|
|
|
59
|
Checchi Capital Advisers
Beverly Hills,
California
|
$4.61M
|
-$30.1K
|
-298
|
-0.6%
|
|
|
60
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.56M
|
+$198K
|
+1,960
|
+4%
|
|
|
61
|
Encompass Wealth Advisors
Portland,
Oregon
|
$4.53M
|
+$273K
|
+2,702
|
+6%
|
|
|
62
|
|
$4.4M
|
+$147K
|
+1,459
|
+3%
|
|
|
63
|
Empirical Wealth Management
Seattle,
Washington
|
$4.29M
|
+$304K
|
+3,008
|
+7%
|
|
|
64
|
WesBanco Bank
Wheeling,
West Virginia
|
$4.16M
|
-$2.73M
|
-26,997
|
-39%
|
|
|
65
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.7M
|
+$3.79M
|
+37,585
|
New
|
|
|
66
|
Kestra Advisory Services
Austin,
Texas
|
$3.64M
|
+$3.02M
|
+29,960
|
+415%
|
|
|
67
|
Resolute Advisors
San Francisco,
California
|
$3.35M
|
–
|
–
|
–
|
|
|
68
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.18M
|
+$258K
|
+2,560
|
+9%
|
|
|
69
|
Holt Capital Partners
Fort Worth,
Texas
|
$3.12M
|
+$203K
|
+2,015
|
+7%
|
|
|
70
|
Alpha Cubed Investments
Irvine,
California
|
$3.05M
|
-$535K
|
-5,298
|
-15%
|
|
|
71
|
Centaurus Financial
Anaheim,
California
|
$3.04M
|
+$364K
|
+3,603
|
+13%
|
|
|
72
|
Next Financial Group
Houston,
Texas
|
$2.81M
|
+$339K
|
+3,360
|
+13%
|
|
|
73
|
Strategic Financial Partners
Bend,
Oregon
|
$2.81M
|
+$55.5K
|
+550
|
+2%
|
|
|
74
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$2.76M
|
-$286K
|
-2,834
|
-9%
|
|
|
75
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.75M
|
+$352K
|
+3,488
|
+14%
|
|
