|
26
|
Private Client Services
Louisville,
Kentucky
|
$6.89M
|
+$1.19M
|
+37,819
|
+21%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$6.85M
|
-$1.18M
|
-37,678
|
-15%
|
|
|
28
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$6.3M
|
+$3.12M
|
+99,468
|
+99%
|
|
|
29
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$3.52M
|
+$1.81M
|
+57,622
|
+106%
|
|
|
30
|
Bank of New York Mellon
New York
|
$3.42M
|
+$1.37M
|
+43,533
|
+67%
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.32M
|
+$102K
|
+3,258
|
+3%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$3.16M
|
+$284K
|
+9,043
|
+10%
|
|
|
33
|
MBE Wealth Management
Tomah,
Wisconsin
|
$2.81M
|
+$42.2K
|
+1,346
|
+2%
|
|
|
34
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.41M
|
-$41.4K
|
-1,319
|
-2%
|
|
|
35
|
KWB Wealth
Redlands,
California
|
$2.38M
|
+$736K
|
+23,445
|
+45%
|
|
|
36
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.34M
|
-$31.5K
|
-1,003
|
-1%
|
|
|
37
|
Summit Financial
Parsippany,
New Jersey
|
$1.95M
|
+$18.8K
|
+599
|
+1%
|
|
|
38
|
United Advisor Group
Cincinnati,
Ohio
|
$1.94M
|
+$299K
|
+9,523
|
+18%
|
|
|
39
|
Atria Investments
Charlotte,
North Carolina
|
$1.93M
|
+$73.3K
|
+2,338
|
+4%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.83M
|
-$155K
|
-4,940
|
-8%
|
|
|
41
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.73M
|
+$225K
|
+7,174
|
+15%
|
|
|
42
|
Illumine Investment Management
Poulsbo,
Washington
|
$1.71M
|
+$34.9K
|
+1,114
|
+2%
|
|
|
43
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.69M
|
+$3.14K
|
+100
|
+0.2%
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$1.64M
|
+$860K
|
+27,422
|
+110%
|
|
|
45
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.63M
|
+$338K
|
+10,785
|
+26%
|
|
|
46
|
Intrua Financial
Houston,
Texas
|
$1.59M
|
-$2.13M
|
-67,810
|
-57%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.57M
|
+$228K
|
+7,267
|
+17%
|
|
|
48
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.48M
|
+$157K
|
+4,995
|
+12%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.45M
|
-$235K
|
-7,483
|
-14%
|
|
|
50
|
Register Financial Advisors
Atlanta,
Georgia
|
$1.44M
|
+$125K
|
+3,973
|
+9%
|
|
