|
26
|
Apriem Advisors
Irvine,
California
|
$13.7M
|
+$793K
|
+92,280
|
+6%
|
|
|
27
|
|
$13.7M
|
+$1.14M
|
+132,496
|
+9%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
+$113K
|
+13,128
|
+0.9%
|
|
|
29
|
Denver PWM
Denver,
Colorado
|
$13.6M
|
-$620K
|
-72,112
|
-5%
|
|
|
30
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$13.5M
|
+$13.1M
|
+1,524,880
|
New
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$13.4M
|
+$3.68M
|
+427,616
|
+39%
|
|
|
32
|
FAS Wealth Partners
Leawood,
Kansas
|
$13M
|
-$115K
|
-13,344
|
-0.9%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$369K
|
+42,936
|
+3%
|
|
|
34
|
ProVise Management Group
Clearwater,
Florida
|
$12.9M
|
+$21.1K
|
+2,456
|
+0.2%
|
|
|
35
|
GFS Private Wealth
Clearwater,
Florida
|
$12.8M
|
+$12.4M
|
+1,444,744
|
New
|
|
|
36
|
Opes Advisors
Cupertino,
California
|
$12.6M
|
-$105K
|
-12,200
|
-0.8%
|
|
|
37
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$12M
|
-$789K
|
-91,744
|
-6%
|
|
|
38
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.8M
|
–
|
–
|
–
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
-$151K
|
-17,544
|
-1%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.8M
|
+$5.61M
|
+653,072
|
+96%
|
|
|
41
|
Voya Financial Advisors
Windsor,
Connecticut
|
$11.1M
|
-$256K
|
-29,832
|
-2%
|
|
|
42
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$10.9M
|
+$122K
|
+14,240
|
+1%
|
|
|
43
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
+$94.3K
|
+10,968
|
+0.9%
|
|
|
44
|
Harborview Advisors
Portland,
Maine
|
$9.99M
|
+$9.72M
|
+1,130,728
|
New
|
|
|
45
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$9.99M
|
+$9.72M
|
+1,130,592
|
New
|
|
|
46
|
One Capital Management
Westlake Village,
California
|
$8.76M
|
-$441K
|
-51,264
|
-5%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$8.53M
|
+$2.82K
|
+328
|
+0%
|
|
|
48
|
GHP Investment Advisors
Denver,
Colorado
|
$7.99M
|
+$270K
|
+31,416
|
+4%
|
|
|
49
|
|
$7.61M
|
-$1.24M
|
-144,288
|
-14%
|
|
|
50
|
|
$7.59M
|
-$526K
|
-61,192
|
-7%
|
|
