|
26
|
Modus Advisors
Excelsior,
Minnesota
|
$3.74M
|
+$198K
|
+5,980
|
+6%
|
|
|
27
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.58M
|
+$44.5K
|
+1,341
|
+1%
|
|
|
28
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.56M
|
-$6.76M
|
-203,789
|
-65%
|
|
|
29
|
FAS Wealth Partners
Leawood,
Kansas
|
$3.39M
|
+$488K
|
+14,729
|
+17%
|
|
|
30
|
Oppenheimer Asset Management
New York
|
$3.23M
|
+$511K
|
+15,414
|
+19%
|
|
|
31
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.22M
|
+$352K
|
+10,630
|
+12%
|
|
|
32
|
Equitable Holdings
New York
|
$2.95M
|
+$86.9K
|
+2,620
|
+3%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.77M
|
-$45.4K
|
-1,370
|
-2%
|
|
|
34
|
Ceera Investments
Bellaire,
Texas
|
$2.26M
|
+$1.57M
|
+47,462
|
+222%
|
|
|
35
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.26M
|
-$49.7K
|
-1,500
|
-2%
|
|
|
36
|
United Services Automobile Association
San Antonio,
Texas
|
$1.92M
|
-$500K
|
-15,069
|
-21%
|
|
|
37
|
ACAS LLC
Rancho Santa Fe,
California
|
$1.85M
|
+$23.1K
|
+696
|
+1%
|
|
|
38
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.83M
|
-$22.4K
|
-676
|
-1%
|
|
|
39
|
Bank of New York Mellon
New York
|
$1.78M
|
+$176K
|
+5,306
|
+11%
|
|
|
40
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.73M
|
+$163K
|
+4,930
|
+10%
|
|
|
41
|
Atria Investments
Charlotte,
North Carolina
|
$1.7M
|
+$295K
|
+8,890
|
+21%
|
|
|
42
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$1.43M
|
+$932K
|
+28,124
|
+185%
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.39M
|
+$147K
|
+4,420
|
+12%
|
|
|
45
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$1.34M
|
-$14.4K
|
-435
|
-1%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$1.33M
|
-$91K
|
-2,745
|
-6%
|
|
|
47
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.33M
|
+$52.5K
|
+1,585
|
+4%
|
|
|
48
|
Cetera Advisor Networks
El Segundo,
California
|
$1.25M
|
+$26.2K
|
+790
|
+2%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
$1.12M
|
+$1.13M
|
+34,165
|
New
|
|
|
50
|
Aspiriant LLC
Los Angeles,
California
|
$1.1M
|
+$131K
|
+3,943
|
+13%
|
|
