|
26
|
PDS Planning
Dublin,
Ohio
|
$3.12M
|
–
|
–
|
–
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$2.98M
|
–
|
–
|
–
|
|
|
28
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$2.85M
|
-$10.9K
|
-570
|
-0.4%
|
|
|
29
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.21M
|
+$338K
|
+17,644
|
+17%
|
|
|
30
|
ProVise Management Group
Clearwater,
Florida
|
$2.16M
|
+$1.63M
|
+85,110
|
+273%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.99M
|
+$2.05M
|
+106,884
|
New
|
|
|
32
|
|
$1.88M
|
+$18.9K
|
+987
|
+1%
|
|
|
33
|
Smart Money Group
Eastland,
Texas
|
$1.84M
|
+$70.3K
|
+3,670
|
+4%
|
|
|
34
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.78M
|
+$194K
|
+10,100
|
+12%
|
|
|
35
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.74M
|
–
|
–
|
–
|
|
|
36
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.63M
|
+$70.9K
|
+3,700
|
+4%
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$1.63M
|
+$68.7K
|
+3,585
|
+4%
|
|
|
38
|
Perigon Wealth Management
San Francisco,
California
|
$1.48M
|
+$1.28M
|
+66,810
|
+513%
|
|
|
39
|
Oppenheimer & Co
New York
|
$1.37M
|
-$160K
|
-8,348
|
-10%
|
|
|
40
|
UMB Bank
Kansas City,
Missouri
|
$1.3M
|
–
|
–
|
–
|
|
|
41
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.22M
|
-$317K
|
-16,555
|
-20%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$1.19M
|
-$103K
|
-5,352
|
-8%
|
|
|
43
|
Mather Group
Chicago,
Illinois
|
$1.11M
|
-$359K
|
-18,739
|
-24%
|
|
|
44
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$1.06M
|
-$16K
|
-834
|
-1%
|
|
|
45
|
Terra Nova Asset Management
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
46
|
WESPAC Advisors
Orinda,
California
|
$981K
|
–
|
–
|
–
|
|
|
47
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$927K
|
+$19.2K
|
+1,000
|
+2%
|
|
|
48
|
WealthSource Partners
San Luis Obispo,
California
|
$904K
|
-$13K
|
-676
|
-1%
|
|
|
49
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$818K
|
–
|
–
|
–
|
|
|
50
|
ICA Group Wealth Management
Denver,
Colorado
|
$771K
|
-$19.8K
|
-1,031
|
-2%
|
|
