|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$399K
|
-$13.5K
|
-456
|
-3%
|
|
|
27
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$385K
|
–
|
–
|
–
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$355K
|
–
|
–
|
–
|
|
|
29
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$335K
|
+$119K
|
+4,014
|
+53%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$291K
|
-$64.5K
|
-2,172
|
-18%
|
|
|
31
|
Avantax Advisory Services
Dallas,
Texas
|
$250K
|
+$260K
|
+8,739
|
New
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$222K
|
-$111K
|
-3,750
|
-33%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$179K
|
–
|
–
|
–
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$125K
|
–
|
–
|
–
|
|
|
35
|
US Bancorp
Minneapolis,
Minnesota
|
$122K
|
-$28.6K
|
-963
|
-19%
|
|
|
36
|
Advisory Services Network
Atlanta,
Georgia
|
$84K
|
+$86.3K
|
+2,904
|
New
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$75K
|
+$446
|
+15
|
+0.6%
|
|
|
38
|
Franklin Resources
San Mateo,
California
|
$73K
|
–
|
–
|
–
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$66K
|
–
|
–
|
–
|
|
|
40
|
CVA Family Office
Denver,
Colorado
|
$63K
|
+$8.91K
|
+300
|
+16%
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
-$15.1K
|
-510
|
-31%
|
|
|
42
|
Next Financial Group
Houston,
Texas
|
$31K
|
+$31.6K
|
+1,065
|
New
|
|
|
43
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$27K
|
+$28.3K
|
+954
|
New
|
|
|
44
|
Biltmore Family Office
Charlotte,
North Carolina
|
$21K
|
–
|
–
|
–
|
|
|
45
|
Private Ocean
San Rafael,
California
|
$13K
|
–
|
–
|
–
|
|
|
46
|
Valeo Financial Advisors
Carmel,
Indiana
|
$12K
|
+$12.5K
|
+420
|
New
|
|
|
47
|
Lenox Wealth Advisors
New York
|
$10K
|
–
|
–
|
–
|
|
|
48
|
Optimum Investment Advisors
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
49
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
50
|
Toth Financial Advisory
Leesburg,
Virginia
|
$9K
|
–
|
–
|
–
|
|
