|
51
|
Charles Schwab
San Francisco,
California
|
$48.4M
|
-$3.17M
|
-88,499
|
-6%
|
|
|
52
|
|
$47.4M
|
+$2.44M
|
+68,082
|
+5%
|
|
|
53
|
Rockefeller Capital Management
New York
|
$46.4M
|
+$400K
|
+11,167
|
+0.8%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.2M
|
+$765K
|
+21,377
|
+2%
|
|
|
55
|
KWB Wealth
Redlands,
California
|
$43.3M
|
-$1.55M
|
-43,194
|
-4%
|
|
|
56
|
HighTower Advisors
Chicago,
Illinois
|
$42.1M
|
+$4.58M
|
+127,898
|
+12%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$42M
|
+$2.2M
|
+61,445
|
+5%
|
|
|
58
|
Goldstein Advisors
Madison,
Wisconsin
|
$41.1M
|
+$19.2M
|
+534,982
|
+80%
|
|
|
59
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$41.1M
|
+$2.99M
|
+83,417
|
+7%
|
|
|
60
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$38.1M
|
+$51.4K
|
+1,436
|
+0.1%
|
|
|
61
|
Callan Capital
La Jolla,
California
|
$35.6M
|
-$1.33M
|
-37,120
|
-3%
|
|
|
62
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$34.9M
|
-$3.03M
|
-84,574
|
-8%
|
|
|
63
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$34.8M
|
-$1.34M
|
-37,551
|
-4%
|
|
|
64
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$34.1M
|
+$1.13M
|
+31,688
|
+3%
|
|
|
65
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$33.3M
|
+$1.89M
|
+52,649
|
+6%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$32.6M
|
+$2.3M
|
+64,197
|
+7%
|
|
|
67
|
Global Retirement Partners
San Rafael,
California
|
$32.5M
|
+$1.31M
|
+36,697
|
+4%
|
|
|
68
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.1M
|
+$3.46M
|
+96,612
|
+12%
|
|
|
69
|
Ballentine Partners
Waltham,
Massachusetts
|
$32.1M
|
-$909K
|
-25,393
|
-3%
|
|
|
70
|
Bristlecone Advisors
Bellevue,
Washington
|
$31.3M
|
-$452K
|
-12,612
|
-1%
|
|
|
71
|
Waller Financial Planning Group
Columbus,
Ohio
|
$31.1M
|
+$437K
|
+12,211
|
+1%
|
|
|
72
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$31M
|
+$4.94M
|
+137,935
|
+18%
|
|
|
73
|
Meeder Advisory Services
Dublin,
Ohio
|
$30.8M
|
-$989K
|
-27,634
|
-3%
|
|
|
74
|
MAI Capital Management
Independence,
Ohio
|
$30.6M
|
+$31.8M
|
+889,092
|
+14,119%
|
|
|
75
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$29.2M
|
-$617K
|
-17,225
|
-2%
|
|
