|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$362K
|
-$30.3K
|
-1,044
|
-6%
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$340K
|
-$1.71M
|
-58,758
|
-80%
|
|
|
28
|
Avantax Advisory Services
Dallas,
Texas
|
$329K
|
-$98.4K
|
-3,390
|
-20%
|
|
|
29
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$316K
|
–
|
–
|
–
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$295K
|
+$43.4K
|
+1,497
|
+14%
|
|
|
31
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$291K
|
+$358K
|
+12,321
|
New
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$285K
|
+$8.71K
|
+300
|
+3%
|
|
|
33
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$255K
|
+$313K
|
+10,800
|
New
|
|
|
34
|
SeaCrest Wealth Management
Purchase,
New York
|
$230K
|
-$40.5K
|
-1,395
|
-13%
|
|
|
35
|
Concentrum Wealth Management
San Jose,
California
|
$206K
|
-$20.4K
|
-702
|
-7%
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$182K
|
+$11.1K
|
+381
|
+5%
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$123K
|
-$71.2K
|
-2,454
|
-32%
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$73K
|
–
|
–
|
–
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$64K
|
+$49.8K
|
+1,716
|
+176%
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$55K
|
+$34.8K
|
+1,200
|
+102%
|
|
|
41
|
CVA Family Office
Denver,
Colorado
|
$44K
|
+$54.4K
|
+1,875
|
New
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39K
|
-$26.1K
|
-900
|
-35%
|
|
|
43
|
|
$37K
|
+$45.7K
|
+1,575
|
New
|
|
|
44
|
Private Capital Group
West Hartford,
Connecticut
|
$35K
|
–
|
–
|
–
|
|
|
45
|
Wealth Quarterback
Toms River,
New Jersey
|
$28.4K
|
+$34.8K
|
+1,200
|
New
|
|
|
46
|
Next Financial Group
Houston,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24K
|
+$29.9K
|
+1,029
|
New
|
|
|
48
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$20K
|
–
|
–
|
–
|
|
|
49
|
Biltmore Family Office
Charlotte,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
50
|
Private Ocean
San Rafael,
California
|
$10K
|
–
|
–
|
–
|
|
