|
26
|
K2 Financial
Glendora,
California
|
$978K
|
+$82K
|
+1,618
|
+10%
|
|
|
27
|
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
$925K
|
+$30.1K
|
+593
|
+3%
|
|
|
28
|
Accel Wealth Management
Waverly,
Iowa
|
$909K
|
+$192K
|
+3,788
|
+28%
|
|
|
29
|
Quantinno Capital Management
New York
|
$875K
|
+$385K
|
+7,596
|
+83%
|
|
|
30
|
Lodestar Private Asset Management
Alamo,
California
|
$656K
|
-$19.5K
|
-385
|
-3%
|
|
|
31
|
Perennial Investment Advisors
Los Angeles,
California
|
$630K
|
+$104K
|
+2,054
|
+20%
|
|
|
32
|
Independent Financial Group
San Diego,
California
|
$578K
|
+$17K
|
+335
|
+3%
|
|
|
33
|
Diversified Enterprises
Wilmington,
Delaware
|
$529K
|
+$280K
|
+5,516
|
+115%
|
|
|
34
|
Sargent Investment Group
Bethesda,
Maryland
|
$497K
|
-$46.1K
|
-909
|
-9%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$488K
|
-$1.04M
|
-20,432
|
-69%
|
|
|
36
|
Jacobs Equity
Draper,
Utah
|
$485K
|
+$472K
|
+9,303
|
New
|
|
|
37
|
Castleview Partners
Dallas,
Texas
|
$475K
|
+$40.1K
|
+791
|
+9%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$453K
|
+$189K
|
+3,729
|
+75%
|
|
|
39
|
Family Management
New York
|
$422K
|
–
|
–
|
–
|
|
|
40
|
Comerica Bank
Dallas,
Texas
|
$374K
|
–
|
–
|
–
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$370K
|
+$963
|
+19
|
+0.3%
|
|
|
42
|
|
$368K
|
+$292K
|
+5,757
|
+445%
|
|
|
43
|
Private Trust Company
Cleveland,
Ohio
|
$349K
|
+$85.6K
|
+1,688
|
+34%
|
|
|
44
|
Jones Financial Companies
Des Peres,
Missouri
|
$349K
|
+$84.9K
|
+1,675
|
+33%
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$341K
|
+$83K
|
+1,638
|
+33%
|
|
|
46
|
Barnes Wealth Management Group
Bakersfield,
California
|
$338K
|
-$5.98K
|
-118
|
-2%
|
|
|
47
|
Williams Jones Wealth Management
New York
|
$326K
|
-$570K
|
-11,250
|
-64%
|
|
|
48
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$313K
|
-$15.2K
|
-300
|
-5%
|
|
|
49
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$283K
|
+$30.5K
|
+601
|
+12%
|
|
|
50
|
CreativeOne Wealth
Overland Park,
Kansas
|
$282K
|
+$3.95K
|
+78
|
+1%
|
|
