|
26
|
GDS Wealth Management
Flower Mound,
Texas
|
$12.7M
|
+$834K
|
+16,648
|
+7%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$5.72M
|
+114,150
|
+80%
|
|
|
28
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$11.7M
|
-$543K
|
-10,835
|
-4%
|
|
|
29
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$8.38M
|
-$422K
|
-8,415
|
-5%
|
|
|
30
|
Stephens Inc
Little Rock,
Arkansas
|
$8.04M
|
+$2.79M
|
+55,581
|
+52%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$7.89M
|
+$8M
|
+159,669
|
+131,958%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.84M
|
-$459K
|
-9,149
|
-5%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.79M
|
-$195K
|
-3,886
|
-2%
|
|
|
34
|
Credit Suisse
Zurich,
Switzerland
|
$7.72M
|
–
|
–
|
–
|
|
|
35
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$7.72M
|
+$7.84M
|
+156,400
|
New
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.52M
|
+$284K
|
+5,674
|
+4%
|
|
|
37
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$7.16M
|
+$706K
|
+14,092
|
+11%
|
|
|
38
|
|
$6.93M
|
+$652K
|
+13,008
|
+10%
|
|
|
39
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$6.86M
|
-$220K
|
-4,382
|
-3%
|
|
|
40
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$6.61M
|
+$6.71M
|
+133,807
|
New
|
|
|
41
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.17M
|
+$263K
|
+5,250
|
+4%
|
|
|
42
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$6.13M
|
+$1.03M
|
+20,594
|
+20%
|
|
|
43
|
IPG Investment Advisors
San Diego,
California
|
$6.09M
|
+$5.52M
|
+110,052
|
+824%
|
|
|
44
|
Matthew Hamilton Rosenberg
|
$5.99M
|
+$691K
|
+13,778
|
+13%
|
|
|
45
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.63M
|
-$2.81M
|
-56,100
|
-33%
|
|
|
46
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.29M
|
+$2.98M
|
+59,522
|
+125%
|
|
|
47
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.78M
|
+$3.24M
|
+64,558
|
+200%
|
|
|
48
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.67M
|
+$38.9K
|
+776
|
+0.8%
|
|
|
49
|
LVZ Inc
Holland,
Michigan
|
$4.4M
|
-$4.36M
|
-86,964
|
-49%
|
|
|
50
|
Cetera Advisor Networks
El Segundo,
California
|
$4.28M
|
+$1.29M
|
+25,751
|
+42%
|
|
