|
26
|
Klingman & Associates
New York
|
$792K
|
–
|
–
|
–
|
|
|
27
|
GW & Wade
Wellesley,
Massachusetts
|
$792K
|
–
|
–
|
–
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$778K
|
+$61.2K
|
+1,978
|
+9%
|
|
|
29
|
Certuity
North Palm Beach,
Florida
|
$762K
|
–
|
–
|
–
|
|
|
30
|
CIBC World Market
Toronto,
Ontario, Canada
|
$715K
|
+$16.1K
|
+521
|
+2%
|
|
|
31
|
Smith, Moore & Co
Clayton,
Missouri
|
$709K
|
-$2.23K
|
-72
|
-0.3%
|
|
|
32
|
Allworth Financial
Folsom,
California
|
$679K
|
-$260K
|
-8,407
|
-28%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$662K
|
+$128K
|
+4,151
|
+24%
|
|
|
34
|
Sensible Money
Scottsdale,
Arizona
|
$561K
|
–
|
–
|
–
|
|
|
35
|
|
$543K
|
-$25.9K
|
-837
|
-5%
|
|
|
36
|
Callan Capital
La Jolla,
California
|
$523K
|
–
|
–
|
–
|
|
|
37
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$515K
|
-$197K
|
-6,381
|
-28%
|
|
|
38
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$423K
|
-$64K
|
-2,068
|
-13%
|
|
|
39
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$423K
|
+$51.2K
|
+1,654
|
+14%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$390K
|
–
|
–
|
–
|
|
|
41
|
Colonial River Investments
Midlothian,
Virginia
|
$388K
|
-$345K
|
-11,143
|
-47%
|
|
|
42
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$382K
|
-$7.08K
|
-229
|
-2%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$380K
|
-$106K
|
-3,433
|
-22%
|
|
|
44
|
|
$380K
|
-$2.13M
|
-68,883
|
-85%
|
|
|
45
|
Clarius Group LLC
Seattle,
Washington
|
$356K
|
-$26.7K
|
-863
|
-7%
|
|
|
46
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$329K
|
-$15.1K
|
-488
|
-4%
|
|
|
47
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$303K
|
-$4.8K
|
-155
|
-2%
|
|
|
48
|
Kestra Advisory Services
Austin,
Texas
|
$303K
|
+$302K
|
+9,774
|
New
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$300K
|
-$6.59K
|
-213
|
-2%
|
|
|
50
|
Index Fund Advisors
Irvine,
California
|
$295K
|
–
|
–
|
–
|
|
