|
26
|
Mariner
Overland Park,
Kansas
|
$10.4M
|
-$55.9K
|
-1,173
|
-0.5%
|
|
|
27
|
Regal Investment Advisors
Kentwood,
Michigan
|
$8.02M
|
+$50.3K
|
+1,055
|
+0.6%
|
|
|
28
|
Accredited Investors
Edina,
Minnesota
|
$7.74M
|
-$57K
|
-1,196
|
-0.7%
|
|
|
29
|
AQR Capital Management
Greenwich,
Connecticut
|
$7.32M
|
+$512K
|
+10,736
|
+7%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$7.21M
|
+$203K
|
+4,251
|
+3%
|
|
|
31
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.17M
|
-$333K
|
-6,988
|
-4%
|
|
|
32
|
Bank of New York Mellon
New York
|
$6.9M
|
+$455K
|
+9,541
|
+7%
|
|
|
33
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.77M
|
-$5.53K
|
-116
|
-0.1%
|
|
|
34
|
Verum Partners
Charlotte,
North Carolina
|
$6.57M
|
-$72.4K
|
-1,518
|
-1%
|
|
|
35
|
Ducere Wealth Management
Newport Beach,
California
|
$6.25M
|
-$252K
|
-5,291
|
-4%
|
|
|
36
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.67M
|
-$6K
|
-126
|
-0.1%
|
|
|
37
|
|
$5.63M
|
+$518K
|
+10,866
|
+9%
|
|
|
38
|
Perigon Wealth Management
San Francisco,
California
|
$5.56M
|
-$74.4K
|
-1,561
|
-1%
|
|
|
39
|
|
$5.53M
|
+$7.29K
|
+153
|
+0.1%
|
|
|
40
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.32M
|
-$22.5K
|
-472
|
-0.4%
|
|
|
41
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.3M
|
+$217K
|
+4,553
|
+4%
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$5.25M
|
+$134K
|
+2,819
|
+3%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$5.16M
|
-$229K
|
-4,800
|
-4%
|
|
|
44
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.15M
|
–
|
–
|
–
|
|
|
45
|
Sunrise Financial Services
Burien,
Washington
|
$4.55M
|
+$4.73M
|
+99,193
|
+115,341%
|
|
|
46
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.39M
|
+$1.29M
|
+27,066
|
+38%
|
|
|
47
|
Wealthspire Advisors (New York)
New York
|
$4.37M
|
–
|
–
|
–
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.8M
|
+$243K
|
+5,093
|
+7%
|
|
|
49
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.77M
|
+$3.9M
|
+81,793
|
+20,448%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.74M
|
-$8.45M
|
-177,230
|
-69%
|
|
