|
26
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
-$470K
|
-19,718
|
-4%
|
|
|
27
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$10.7M
|
-$1.34M
|
-56,216
|
-11%
|
|
|
28
|
Bangor Savings Bank
Bangor,
Maine
|
$10.1M
|
+$910K
|
+38,184
|
+9%
|
|
|
29
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.62M
|
-$578K
|
-24,258
|
-5%
|
|
|
30
|
Strategic Financial Planning
Plano,
Texas
|
$8.49M
|
-$90K
|
-3,776
|
-1%
|
|
|
31
|
Courage Miller Partners
Norfolk,
Virginia
|
$8.33M
|
-$164K
|
-6,880
|
-2%
|
|
|
32
|
Omega Financial Group
Santa Barbara,
California
|
$7.87M
|
-$1.65M
|
-69,158
|
-17%
|
|
|
33
|
Krilogy Financial
St. Louis,
Missouri
|
$7.55M
|
+$232K
|
+9,720
|
+3%
|
|
|
34
|
Avalon Capital Management
Port Of Redwood City,
California
|
$7.51M
|
+$2.86M
|
+119,778
|
+57%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.45M
|
+$6.67M
|
+279,688
|
+600%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.33M
|
+$220K
|
+9,228
|
+3%
|
|
|
37
|
Firestone Capital Management
Coral Gables,
Florida
|
$7.12M
|
–
|
–
|
–
|
|
|
38
|
LPL Financial
San Diego,
California
|
$6.93M
|
+$870K
|
+36,474
|
+14%
|
|
|
39
|
Eagle Global Advisors
Houston,
Texas
|
$6.71M
|
+$2.19K
|
+92
|
+0%
|
|
|
40
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$6.09M
|
-$45.6K
|
-1,914
|
-0.7%
|
|
|
41
|
|
$6.05M
|
+$97.1K
|
+4,074
|
+2%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$5.9M
|
+$5.39M
|
+226,162
|
+707%
|
|
|
43
|
Capital Insight Partners
Scottsdale,
Arizona
|
$5.87M
|
-$952K
|
-39,930
|
-13%
|
|
|
44
|
Bank of New York Mellon
New York
|
$5.53M
|
+$1.76M
|
+73,832
|
+44%
|
|
|
45
|
|
$5.26M
|
+$1.84M
|
+77,056
|
+50%
|
|
|
46
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$4.79M
|
+$413K
|
+17,322
|
+9%
|
|
|
47
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.76M
|
-$388K
|
-16,260
|
-7%
|
|
|
48
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.63M
|
+$241K
|
+10,108
|
+5%
|
|
|
49
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.51M
|
-$4.63K
|
-194
|
-0.1%
|
|
|
50
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$4.46M
|
+$10.3K
|
+430
|
+0.2%
|
|
