|
51
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$2.57M
|
+107,348
|
+18%
|
|
|
52
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$16.6M
|
+$4.7M
|
+196,126
|
+39%
|
|
|
53
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$16.5M
|
+$849K
|
+35,414
|
+5%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.5M
|
-$20.9M
|
-873,642
|
-56%
|
|
|
55
|
Roundview Capital
Princeton,
New Jersey
|
$16M
|
+$139K
|
+5,806
|
+0.9%
|
|
|
56
|
Evermay Wealth Management
Arlington,
Virginia
|
$15.8M
|
+$15.8M
|
+659,528
|
+32,976%
|
|
|
57
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
+$12M
|
+500,116
|
+313%
|
|
|
58
|
Avior Wealth Management
Omaha,
Nebraska
|
$15.4M
|
+$581K
|
+24,224
|
+4%
|
|
|
59
|
Marotta Asset Management
Charlottesville,
Virginia
|
$15.2M
|
+$97.9K
|
+4,084
|
+0.6%
|
|
|
60
|
LVW Advisors
Pittsford,
New York
|
$15.1M
|
+$156K
|
+6,518
|
+1%
|
|
|
61
|
Bouchey Financial Group
Troy,
New York
|
$15M
|
+$8.82K
|
+368
|
+0.1%
|
|
|
62
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$14.3M
|
+$2.97M
|
+124,036
|
+26%
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$13.9M
|
-$1.17M
|
-48,980
|
-8%
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.6M
|
-$1.75M
|
-72,920
|
-11%
|
|
|
65
|
Vivaldi Capital Management
Chicago,
Illinois
|
$13.3M
|
+$864K
|
+36,058
|
+7%
|
|
|
66
|
First National Trust
Hermitage,
Pennsylvania
|
$13.3M
|
-$1.53M
|
-63,830
|
-10%
|
|
|
67
|
Robinswood Financial
Kirkland,
Washington
|
$12.5M
|
+$340K
|
+14,170
|
+3%
|
|
|
68
|
Pure Financial Advisors
San Diego,
California
|
$12.3M
|
+$4.16M
|
+173,528
|
+51%
|
|
|
69
|
World Investment Advisors
Santa Barbara,
California
|
$11.8M
|
-$173K
|
-7,214
|
-1%
|
|
|
70
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.5M
|
+$520K
|
+21,714
|
+5%
|
|
|
71
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$11.3M
|
-$2.65M
|
-110,746
|
-19%
|
|
|
72
|
Commerce Bank
Kansas City,
Missouri
|
$11M
|
-$12.4M
|
-515,312
|
-53%
|
|
|
73
|
Allworth Financial
Folsom,
California
|
$10.9M
|
+$4.49M
|
+187,330
|
+70%
|
|
|
74
|
|
$10.6M
|
+$4.59M
|
+191,644
|
+76%
|
|
|
75
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$10.2M
|
+$2.59M
|
+107,870
|
+34%
|
|
