|
26
|
Colonial River Investments
Midlothian,
Virginia
|
$988K
|
+$1.01M
|
+26,860
|
New
|
|
|
27
|
Wade Financial Advisory
Campbell,
California
|
$935K
|
+$24K
|
+640
|
+3%
|
|
|
28
|
Klingman & Associates
New York
|
$907K
|
–
|
–
|
–
|
|
|
29
|
Certuity
North Palm Beach,
Florida
|
$904K
|
–
|
–
|
–
|
|
|
30
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$845K
|
–
|
–
|
–
|
|
|
31
|
GW & Wade
Wellesley,
Massachusetts
|
$844K
|
+$860K
|
+22,953
|
New
|
|
|
32
|
CIBC World Market
Toronto,
Ontario, Canada
|
$809K
|
+$35.2K
|
+940
|
+4%
|
|
|
33
|
Bridge Advisory
Pasadena,
California
|
$697K
|
+$51.3K
|
+1,368
|
+8%
|
|
|
34
|
Smith, Moore & Co
Clayton,
Missouri
|
$640K
|
–
|
–
|
–
|
|
|
35
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$609K
|
+$675
|
+18
|
+0.1%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$567K
|
-$47.4K
|
-1,264
|
-8%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$518K
|
+$28.9K
|
+772
|
+6%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$483K
|
-$33.2K
|
-885
|
-6%
|
|
|
39
|
|
$472K
|
-$954K
|
-25,455
|
-66%
|
|
|
40
|
Callan Capital
La Jolla,
California
|
$459K
|
+$468K
|
+12,477
|
New
|
|
|
41
|
Stegent Equity Advisors
Houston,
Texas
|
$446K
|
+$455K
|
+12,125
|
New
|
|
|
42
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$353K
|
-$90.5K
|
-2,415
|
-20%
|
|
|
43
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$353K
|
+$360K
|
+9,601
|
New
|
|
|
44
|
Summit Financial Strategies
Columbus,
Ohio
|
$351K
|
–
|
–
|
–
|
|
|
45
|
Index Fund Advisors
Irvine,
California
|
$350K
|
+$356K
|
+9,506
|
New
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$338K
|
+$54.8K
|
+1,461
|
+19%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$311K
|
+$73.6K
|
+1,964
|
+30%
|
|
|
48
|
Raymond James & Associates
St Petersburg,
Florida
|
$294K
|
-$65.2K
|
-1,739
|
-18%
|
|
|
49
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$281K
|
+$375
|
+10
|
+0.1%
|
|
|
50
|
55I LLC
Boston,
Massachusetts
|
$277K
|
+$33.1K
|
+884
|
+13%
|
|
