|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$583K
|
+$146K
|
+5,524
|
+29%
|
|
|
27
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$504K
|
–
|
–
|
–
|
|
|
28
|
KWB Wealth
Redlands,
California
|
$437K
|
+$203K
|
+7,682
|
+70%
|
|
|
29
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$414K
|
+$466K
|
+17,669
|
New
|
|
|
30
|
Oxler Private Wealth
Rye Brook,
New York
|
$339K
|
–
|
–
|
–
|
|
|
31
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$338K
|
+$8.75K
|
+332
|
+2%
|
|
|
32
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$327K
|
+$70.4K
|
+2,671
|
+24%
|
|
|
33
|
Lockerman Financial Group
Newport Beach,
California
|
$307K
|
+$20.1K
|
+764
|
+6%
|
|
|
34
|
One Capital Management
Westlake Village,
California
|
$288K
|
+$25.6K
|
+973
|
+9%
|
|
|
35
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$275K
|
-$321K
|
-12,182
|
-51%
|
|
|
36
|
WealthShield Partners
Cary,
North Carolina
|
$272K
|
-$14.6K
|
-552
|
-5%
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$265K
|
-$222K
|
-8,404
|
-43%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$251K
|
-$185K
|
-7,009
|
-40%
|
|
|
39
|
CX Institutional
Auburn,
Indiana
|
$250K
|
+$69K
|
+2,617
|
+33%
|
|
|
40
|
Whittier Trust
South Pasadena,
California
|
$236K
|
–
|
–
|
–
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$235K
|
-$5.48K
|
-208
|
-2%
|
|
|
42
|
Advisornet Financial
Minnetonka,
Minnesota
|
$224K
|
+$119K
|
+4,530
|
+90%
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$213K
|
+$152K
|
+5,748
|
+172%
|
|
|
44
|
Addison Advisors
Middlebury,
Vermont
|
$203K
|
–
|
–
|
–
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$191K
|
-$149K
|
-5,667
|
-41%
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$146K
|
+$1.11K
|
+42
|
+0.8%
|
|
|
47
|
Destiny Wealth Partners
Tavares,
Florida
|
$142K
|
–
|
–
|
–
|
|
|
48
|
Tortoise Investment Management
White Plains,
New York
|
$128K
|
+$144K
|
+5,445
|
New
|
|
|
49
|
US Bancorp
Minneapolis,
Minnesota
|
$127K
|
+$8.67K
|
+329
|
+6%
|
|
|
50
|
Allworth Financial
Folsom,
California
|
$74K
|
+$74.1K
|
+2,811
|
+820%
|
|
