|
26
|
Klingman & Associates
New York
|
$777K
|
+$31.1K
|
+1,000
|
+4%
|
|
|
27
|
GW & Wade
Wellesley,
Massachusetts
|
$755K
|
–
|
–
|
–
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$752K
|
+$67.5K
|
+2,175
|
+9%
|
|
|
29
|
Certuity
North Palm Beach,
Florida
|
$738K
|
+$5.81K
|
+187
|
+0.8%
|
|
|
30
|
CIBC World Market
Toronto,
Ontario, Canada
|
$681K
|
+$2.3K
|
+74
|
+0.3%
|
|
|
31
|
Smith, Moore & Co
Clayton,
Missouri
|
$659K
|
-$4.63K
|
-149
|
-0.7%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$615K
|
-$52.1K
|
-1,678
|
-7%
|
|
|
33
|
Sensible Money
Scottsdale,
Arizona
|
$535K
|
–
|
–
|
–
|
|
|
34
|
|
$502K
|
-$7.79K
|
-251
|
-1%
|
|
|
35
|
Callan Capital
La Jolla,
California
|
$499K
|
–
|
–
|
–
|
|
|
36
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$490K
|
–
|
–
|
–
|
|
|
37
|
Clarius Group LLC
Seattle,
Washington
|
$449K
|
+$116K
|
+3,725
|
+32%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$391K
|
-$23.5K
|
-757
|
-5%
|
|
|
39
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$385K
|
-$19.5K
|
-628
|
-5%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$382K
|
–
|
–
|
–
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$378K
|
-$863K
|
-27,784
|
-68%
|
|
|
42
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$340K
|
-$20.2K
|
-650
|
-5%
|
|
|
43
|
Allworth Financial
Folsom,
California
|
$335K
|
-$60.8K
|
-1,958
|
-15%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$312K
|
-$75.1K
|
-2,419
|
-19%
|
|
|
45
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$311K
|
+$186
|
+6
|
+0.1%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$289K
|
+$342
|
+11
|
+0.1%
|
|
|
47
|
Index Fund Advisors
Irvine,
California
|
$281K
|
–
|
–
|
–
|
|
|
48
|
Colonial River Investments
Midlothian,
Virginia
|
$278K
|
-$4.04K
|
-130
|
-1%
|
|
|
49
|
Avantax Advisory Services
Dallas,
Texas
|
$263K
|
+$1.49K
|
+48
|
+0.5%
|
|
|
50
|
CoreCap Advisors
Southfield,
Michigan
|
$255K
|
+$268K
|
+8,642
|
New
|
|
