|
26
|
Steward Partners Investment Advisory
New York
|
$1.47M
|
–
|
–
|
–
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.35M
|
+$323K
|
+3,958
|
+33%
|
|
|
28
|
|
$1.34M
|
+$594K
|
+7,274
|
+84%
|
|
|
29
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.23M
|
+$41.1K
|
+503
|
+4%
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$1.21M
|
+$1.31K
|
+16
|
+0.1%
|
|
|
31
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$948K
|
+$918K
|
+11,241
|
New
|
|
|
32
|
SNS Financial Group
Minneapolis,
Minnesota
|
$941K
|
+$244K
|
+2,992
|
+37%
|
|
|
33
|
Community Financial Services Group
Newport,
Vermont
|
$926K
|
+$289K
|
+3,537
|
+48%
|
|
|
34
|
Kalos Management
Alpharetta,
Georgia
|
$898K
|
+$57.3K
|
+701
|
+7%
|
|
|
35
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$767K
|
+$195K
|
+2,392
|
+36%
|
|
|
36
|
Private Ocean
San Rafael,
California
|
$744K
|
-$153K
|
-1,867
|
-17%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$728K
|
-$46.7K
|
-572
|
-6%
|
|
|
38
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$726K
|
+$750K
|
+9,182
|
New
|
|
|
39
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$698K
|
-$109K
|
-1,331
|
-14%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$677K
|
+$656K
|
+8,028
|
New
|
|
|
41
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$662K
|
–
|
–
|
–
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$646K
|
+$14.5K
|
+178
|
+2%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$608K
|
+$34.1K
|
+418
|
+6%
|
|
|
44
|
Csenge Advisory Group
Clearwater,
Florida
|
$533K
|
-$268K
|
-3,281
|
-32%
|
|
|
45
|
Eaton Vance Management
Boston,
Massachusetts
|
$523K
|
–
|
–
|
–
|
|
|
46
|
KB Financial Partners
Princeton,
New Jersey
|
$519K
|
+$35.1K
|
+430
|
+8%
|
|
|
47
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$493K
|
+$295K
|
+3,612
|
+162%
|
|
|
48
|
IMS Capital Management
Portland,
Oregon
|
$477K
|
+$462K
|
+5,650
|
New
|
|
|
49
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$464K
|
+$81.7K
|
+1,000
|
+22%
|
|
|
50
|
Retirement Capital Strategies
San Jose,
California
|
$413K
|
–
|
–
|
–
|
|
