|
26
|
James J. Burns & Company
Melville,
New York
|
$4.74M
|
+$305K
|
+5,655
|
+7%
|
|
|
27
|
L.J. Altfest & Co
New York
|
$4.43M
|
-$1.58M
|
-29,372
|
-26%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$3.55M
|
-$565K
|
-10,474
|
-14%
|
|
|
29
|
AllianceBernstein
Nashville,
Tennessee
|
$3.46M
|
+$367K
|
+6,806
|
+12%
|
|
|
30
|
Cascade Financial Partners
San Diego,
California
|
$3.18M
|
–
|
–
|
–
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$3M
|
+$259K
|
+4,804
|
+10%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$2.82M
|
+$73.7K
|
+1,368
|
+3%
|
|
|
33
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.65M
|
+$213K
|
+3,960
|
+9%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.62M
|
-$764K
|
-14,177
|
-23%
|
|
|
35
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.51M
|
-$16.9K
|
-314
|
-0.7%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$2.4M
|
+$252K
|
+4,682
|
+12%
|
|
|
37
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.28M
|
+$930K
|
+17,244
|
+70%
|
|
|
38
|
Durante & Waters
Brewster,
New York
|
$2.22M
|
+$111K
|
+2,068
|
+5%
|
|
|
39
|
Level Financial Advisors
East Amherst,
New York
|
$2.2M
|
+$33.8K
|
+627
|
+2%
|
|
|
40
|
|
$2.15M
|
+$979K
|
+18,157
|
+85%
|
|
|
41
|
Bailard
Foster City,
California
|
$2.04M
|
+$394K
|
+7,318
|
+24%
|
|
|
42
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.02M
|
+$53.6K
|
+994
|
+3%
|
|
|
43
|
Allworth Financial
Folsom,
California
|
$1.65M
|
+$7.87K
|
+146
|
+0.5%
|
|
|
44
|
Graypoint LLC
Albany,
New York
|
$1.6M
|
+$1.58M
|
+29,390
|
New
|
|
|
45
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.54M
|
+$1.53M
|
+28,301
|
New
|
|
|
46
|
SOA Wealth Advisors
New York
|
$1.49M
|
+$463K
|
+8,588
|
+46%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$1.44M
|
+$243K
|
+4,510
|
+20%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$1.23M
|
-$191K
|
-3,550
|
-14%
|
|
|
49
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.18M
|
+$106K
|
+1,964
|
+10%
|
|
|
50
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$1.15M
|
+$2.1K
|
+39
|
+0.2%
|
|
