|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.74M
|
+$525K
|
+21,415
|
+22%
|
|
|
27
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.38M
|
–
|
–
|
–
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.14M
|
-$161K
|
-6,583
|
-7%
|
|
|
29
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.99M
|
-$661
|
-27
|
-0%
|
|
|
30
|
Waverly Advisors
Birmingham,
Alabama
|
$1.92M
|
-$629K
|
-25,660
|
-24%
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$1.91M
|
+$357K
|
+14,568
|
+21%
|
|
|
32
|
Wolfstich Capital
Medfield,
Massachusetts
|
$1.88M
|
+$1.99M
|
+81,313
|
New
|
|
|
33
|
Noble Family Wealth
Clearwater,
Florida
|
$1.73M
|
–
|
–
|
–
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.68M
|
-$42.1K
|
-1,717
|
-2%
|
|
|
35
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.58M
|
+$683K
|
+27,877
|
+69%
|
|
|
36
|
|
$1.56M
|
+$406K
|
+16,580
|
+33%
|
|
|
37
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.47M
|
+$165K
|
+6,748
|
+12%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.4M
|
+$11.3K
|
+460
|
+0.8%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.34M
|
+$95.4K
|
+3,894
|
+7%
|
|
|
40
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$1.25M
|
-$126K
|
-5,126
|
-9%
|
|
|
41
|
West Oak Capital
Westlake Village,
California
|
$1.23M
|
-$27.3K
|
-1,115
|
-2%
|
|
|
42
|
Berkeley Inc
Boise,
Idaho
|
$1.19M
|
-$1.25M
|
-51,230
|
-50%
|
|
|
43
|
Beacon Financial Group
Dallas,
Texas
|
$1.17M
|
+$236K
|
+9,648
|
+24%
|
|
|
44
|
Embree Financial Group
Chicago,
Illinois
|
$1.08M
|
-$228K
|
-9,324
|
-17%
|
|
|
45
|
Vanguard Group
Malvern,
Pennsylvania
|
$990K
|
–
|
–
|
–
|
|
|
46
|
Hamel Associates
Chatham,
New Jersey
|
$971K
|
+$294K
|
+12,000
|
+40%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$957K
|
-$154K
|
-6,305
|
-13%
|
|
|
48
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$950K
|
+$1.01M
|
+41,101
|
New
|
|
|
49
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$941K
|
-$79.8K
|
-3,259
|
-7%
|
|
|
50
|
Spinnaker Investment Group
Newport Beach,
California
|
$934K
|
+$42.6K
|
+1,739
|
+4%
|
|
