|
26
|
|
$2.38M
|
+$972K
|
+16,402
|
+69%
|
|
|
27
|
First American Trust
Santa Ana,
California
|
$2.36M
|
-$39.2K
|
-662
|
-2%
|
|
|
28
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.35M
|
+$1.39M
|
+23,388
|
+142%
|
|
|
29
|
Financial Counselors Inc
Overland Park,
Kansas
|
$2.16M
|
+$75K
|
+1,266
|
+4%
|
|
|
30
|
GHP Investment Advisors
Denver,
Colorado
|
$2.15M
|
+$250K
|
+4,228
|
+13%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$1.73M
|
+$52.6K
|
+888
|
+3%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.61M
|
+$153K
|
+2,580
|
+10%
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.59M
|
+$1.03M
|
+17,446
|
+184%
|
|
|
34
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.58M
|
+$1.01M
|
+17,072
|
+176%
|
|
|
35
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$1.53M
|
+$304K
|
+5,134
|
+25%
|
|
|
36
|
Asset Dedication LLC
San Francisco,
California
|
$1.44M
|
-$96.8K
|
-1,634
|
-6%
|
|
|
37
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.44M
|
+$152K
|
+2,562
|
+12%
|
|
|
38
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.39M
|
+$1.39M
|
+23,460
|
New
|
|
|
39
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.28M
|
-$35.9K
|
-606
|
-3%
|
|
|
40
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$1.25M
|
-$45.9K
|
-774
|
-4%
|
|
|
41
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
-$347K
|
-5,856
|
-23%
|
|
|
42
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.12M
|
+$453K
|
+7,644
|
+68%
|
|
|
43
|
Atlas Brown
Louisville,
Kentucky
|
$1.09M
|
-$52.4K
|
-884
|
-5%
|
|
|
44
|
Bank of New York Mellon
New York
|
$1.07M
|
+$181K
|
+3,062
|
+20%
|
|
|
45
|
Managed Account Services
Coconut Grove,
Florida
|
$1.07M
|
+$51.3K
|
+866
|
+5%
|
|
|
46
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.04M
|
-$59.2K
|
-1,000
|
-5%
|
|
|
47
|
ProVise Management Group
Clearwater,
Florida
|
$1.03M
|
+$377K
|
+6,362
|
+57%
|
|
|
48
|
One Capital Management
Westlake Village,
California
|
$1.02M
|
+$105K
|
+1,780
|
+12%
|
|
|
49
|
Kalos Management
Alpharetta,
Georgia
|
$1M
|
-$55.8K
|
-942
|
-5%
|
|
|
50
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$935K
|
-$69.4K
|
-1,172
|
-7%
|
|
