|
51
|
First National Trust
Hermitage,
Pennsylvania
|
$16M
|
+$1.83M
|
+75,818
|
+13%
|
|
|
52
|
MML Investors Services
Springfield,
Massachusetts
|
$15.8M
|
+$1.26M
|
+52,364
|
+9%
|
|
|
53
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
-$8.04M
|
-332,850
|
-34%
|
|
|
54
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$15.5M
|
-$85.3K
|
-3,534
|
-0.5%
|
|
|
55
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
-$1.74M
|
-72,060
|
-11%
|
|
|
56
|
Marotta Asset Management
Charlottesville,
Virginia
|
$14.6M
|
+$521K
|
+21,568
|
+4%
|
|
|
57
|
Charles Schwab Trust
Henderson,
Nevada
|
$14.4M
|
+$1.29M
|
+53,410
|
+10%
|
|
|
58
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.3M
|
+$295K
|
+12,218
|
+2%
|
|
|
59
|
Robinswood Financial
Kirkland,
Washington
|
$14.1M
|
+$239K
|
+9,884
|
+2%
|
|
|
60
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.9M
|
-$3.69M
|
-152,874
|
-21%
|
|
|
61
|
Merit Financial Group
Alpharetta,
Georgia
|
$13.8M
|
+$11.2M
|
+461,926
|
+410%
|
|
|
62
|
New York Life Investment Management
New York
|
$13.6M
|
+$13.6M
|
+563,756
|
New
|
|
|
63
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.7M
|
+$148K
|
+6,144
|
+1%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$12.6M
|
-$716K
|
-29,662
|
-5%
|
|
|
65
|
Pure Financial Advisors
San Diego,
California
|
$12.5M
|
+$148K
|
+6,112
|
+1%
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$12.5M
|
+$6.84M
|
+283,418
|
+119%
|
|
|
67
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.5M
|
+$3.93M
|
+162,646
|
+46%
|
|
|
68
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$12.4M
|
+$99.9K
|
+4,136
|
+0.8%
|
|
|
69
|
Bouchey Financial Group
Troy,
New York
|
$12.3M
|
-$4.74M
|
-196,104
|
-28%
|
|
|
70
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.1M
|
-$4.64M
|
-192,074
|
-28%
|
|
|
71
|
Advisornet Financial
Minnetonka,
Minnesota
|
$11.7M
|
+$1.7M
|
+70,480
|
+17%
|
|
|
72
|
Tradition Wealth Management
Edina,
Minnesota
|
$11.4M
|
+$725K
|
+30,020
|
+7%
|
|
|
73
|
Waverly Advisors
Birmingham,
Alabama
|
$11.3M
|
+$6.76M
|
+279,806
|
+149%
|
|
|
74
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$11.2M
|
+$2.29M
|
+94,636
|
+26%
|
|
|
75
|
Journey Advisory Group
Covington,
Kentucky
|
$11.2M
|
+$1.28M
|
+53,148
|
+13%
|
|
