|
26
|
First American Trust
Santa Ana,
California
|
$2.69M
|
+$308K
|
+5,232
|
+13%
|
|
|
27
|
GHP Investment Advisors
Denver,
Colorado
|
$2.63M
|
+$454K
|
+7,722
|
+21%
|
|
|
28
|
Financial Counselors Inc
Overland Park,
Kansas
|
$2.23M
|
+$38.6K
|
+656
|
+2%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$2.02M
|
+$273K
|
+4,642
|
+16%
|
|
|
30
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.98M
|
-$5.37M
|
-91,224
|
-73%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.73M
|
+$98.3K
|
+1,670
|
+6%
|
|
|
32
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.62M
|
+$22K
|
+374
|
+1%
|
|
|
33
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.58M
|
+$124K
|
+2,114
|
+9%
|
|
|
34
|
Asset Dedication LLC
San Francisco,
California
|
$1.51M
|
+$50.6K
|
+860
|
+4%
|
|
|
35
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.37M
|
+$235K
|
+3,994
|
+21%
|
|
|
36
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.31M
|
+$11.9K
|
+202
|
+0.9%
|
|
|
37
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$1.23M
|
-$40.5K
|
-688
|
-3%
|
|
|
38
|
Atria Investments
Charlotte,
North Carolina
|
$1.2M
|
+$58.8K
|
+1,000
|
+5%
|
|
|
39
|
Managed Account Services
Coconut Grove,
Florida
|
$1.15M
|
+$72.6K
|
+1,234
|
+7%
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$1.1M
|
+$1.08M
|
+18,428
|
New
|
|
|
41
|
Atlas Brown
Louisville,
Kentucky
|
$1.08M
|
-$21.5K
|
-366
|
-2%
|
|
|
42
|
One Capital Management
Westlake Village,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
43
|
Bank of New York Mellon
New York
|
$1.01M
|
-$72.6K
|
-1,234
|
-7%
|
|
|
44
|
Kalos Management
Alpharetta,
Georgia
|
$990K
|
-$24.1K
|
-410
|
-2%
|
|
|
45
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$949K
|
+$3.88K
|
+66
|
+0.4%
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
$891K
|
+$23.5K
|
+400
|
+3%
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$793K
|
+$579K
|
+9,846
|
+285%
|
|
|
48
|
Freedom Investment Management
Hartford,
Connecticut
|
$785K
|
-$51.2K
|
-870
|
-6%
|
|
|
49
|
M Holdings Securities
Portland,
Oregon
|
$725K
|
+$69.1K
|
+1,174
|
+11%
|
|
|
50
|
Carlson Capital Management
Northfield,
Minnesota
|
$672K
|
–
|
–
|
–
|
|
