|
26
|
IHT Wealth Management
Chicago,
Illinois
|
$2.3M
|
-$104K
|
-2,400
|
-4%
|
|
|
27
|
Cetera Advisor Networks
El Segundo,
California
|
$1.93M
|
-$425K
|
-9,779
|
-17%
|
|
|
28
|
Private Ocean
San Rafael,
California
|
$1.82M
|
-$206K
|
-4,734
|
-9%
|
|
|
29
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.75M
|
+$274K
|
+6,300
|
+17%
|
|
|
30
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.63M
|
–
|
–
|
–
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.54M
|
+$320K
|
+7,347
|
+24%
|
|
|
32
|
Prairiewood Capital
Fargo,
North Dakota
|
$1.46M
|
+$220K
|
+5,047
|
+16%
|
|
|
33
|
Solitude Financial Services
Charlottesville,
Virginia
|
$1.28M
|
-$7.99M
|
-183,738
|
-85%
|
|
|
34
|
Relative Value Partners Group
|
$1.22M
|
+$8.83K
|
+203
|
+0.7%
|
|
|
35
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.21M
|
+$1.33M
|
+30,504
|
New
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
+$135K
|
+3,107
|
+12%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.15M
|
+$17.8K
|
+409
|
+1%
|
|
|
38
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.13M
|
-$608K
|
-13,982
|
-33%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$1.05M
|
+$288K
|
+6,622
|
+33%
|
|
|
40
|
WFA of San Diego
San Diego,
California
|
$994K
|
-$102K
|
-2,338
|
-9%
|
|
|
41
|
Financial Advocates Investment Management
Olympia,
Washington
|
$966K
|
-$533K
|
-12,255
|
-34%
|
|
|
42
|
Rothschild Investment LLC
Chicago,
Illinois
|
$958K
|
-$30.5K
|
-700
|
-3%
|
|
|
43
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$898K
|
-$154K
|
-3,537
|
-14%
|
|
|
44
|
Advisor OS
Chicago,
Illinois
|
$852K
|
+$41.7K
|
+959
|
+5%
|
|
|
45
|
WealthSource Partners
San Luis Obispo,
California
|
$848K
|
-$42.7K
|
-981
|
-4%
|
|
|
46
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$841K
|
-$19.5K
|
-448
|
-2%
|
|
|
47
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$801K
|
-$566
|
-13
|
-0.1%
|
|
|
48
|
Avantax Advisory Services
Dallas,
Texas
|
$793K
|
+$134K
|
+3,086
|
+18%
|
|
|
49
|
Red Tortoise LLC
Atlanta,
Georgia
|
$784K
|
+$263K
|
+6,054
|
+44%
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$781K
|
-$29.7K
|
-683
|
-3%
|
|
