|
26
|
Transform Wealth
Greenwood Village,
Colorado
|
$3.07M
|
+$217K
|
+4,235
|
+8%
|
|
|
27
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$3.03M
|
-$133K
|
-2,586
|
-4%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.97M
|
-$129K
|
-2,513
|
-4%
|
|
|
29
|
First Foundation Advisors
Irvine,
California
|
$2.9M
|
–
|
–
|
–
|
|
|
30
|
HC Financial Advisors
Lafayette,
California
|
$2.89M
|
+$261K
|
+5,085
|
+10%
|
|
|
31
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.86M
|
-$108K
|
-2,107
|
-4%
|
|
|
32
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.74M
|
+$1.3M
|
+25,398
|
+97%
|
|
|
33
|
|
$2.68M
|
+$492K
|
+9,590
|
+24%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.91M
|
+$629K
|
+12,266
|
+52%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
+$1.77M
|
+34,525
|
New
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.62M
|
+$103
|
+2
|
+0%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.54M
|
+$3.28K
|
+64
|
+0.2%
|
|
|
38
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.52M
|
–
|
–
|
–
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$1.46M
|
-$234K
|
-4,558
|
-14%
|
|
|
40
|
Citizens Business Bank
Ontario,
California
|
$1.32M
|
-$10.8M
|
-211,060
|
-90%
|
|
|
41
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
42
|
HM Payson & Co
Portland,
Maine
|
$1.18M
|
-$631K
|
-12,300
|
-36%
|
|
|
43
|
John W. Brooker & Co
Oakland,
California
|
$1.15M
|
-$22.2K
|
-433
|
-2%
|
|
|
44
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.15M
|
-$209K
|
-4,073
|
-16%
|
|
|
45
|
Newport Wealth Strategies
Irvine,
California
|
$1.1M
|
+$7.7K
|
+150
|
+0.7%
|
|
|
46
|
|
$692K
|
–
|
–
|
–
|
|
|
47
|
Sentinel Trust
Houston,
Texas
|
$680K
|
–
|
–
|
–
|
|
|
48
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$642K
|
–
|
–
|
–
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$558K
|
+$305K
|
+5,940
|
+132%
|
|
|
50
|
Cedar Wealth Management
Walnut Creek,
California
|
$512K
|
+$1.85K
|
+36
|
+0.4%
|
|
