|
26
|
Pure Financial Advisors
San Diego,
California
|
$236K
|
–
|
–
|
–
|
|
|
27
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$236K
|
–
|
–
|
–
|
|
|
28
|
GTS Securities
Miami,
Florida
|
$234K
|
-$35.6K
|
-1,162
|
-14%
|
|
|
29
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$232K
|
-$20.1K
|
-655
|
-8%
|
|
|
30
|
EP Wealth Advisors
Torrance,
California
|
$215K
|
+$207K
|
+6,764
|
New
|
|
|
31
|
Fidelity Investments
Boston,
Massachusetts
|
$166K
|
+$31
|
+1
|
+0%
|
|
|
32
|
WR Wealth Planners
Columbia,
Missouri
|
$153K
|
–
|
–
|
–
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$150K
|
+$165K
|
+5,386
|
New
|
|
|
34
|
Blume Capital Management
Berkeley,
California
|
$127K
|
–
|
–
|
–
|
|
|
35
|
Key Financial Inc
West Chester,
Pennsylvania
|
$126K
|
–
|
–
|
–
|
|
|
36
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$126K
|
–
|
–
|
–
|
|
|
37
|
Your Advocates Ltd
Houston,
Texas
|
$117K
|
–
|
–
|
–
|
|
|
38
|
NBC Securities
Birmingham,
Alabama
|
$85K
|
–
|
–
|
–
|
|
|
39
|
Planned Solutions
Folsom,
California
|
$67.3K
|
+$65K
|
+2,123
|
New
|
|
|
40
|
Creative Financial Designs
Kokomo,
Indiana
|
$51K
|
–
|
–
|
–
|
|
|
41
|
Financial Avengers
Oakland,
California
|
$47.2K
|
–
|
–
|
–
|
|
|
42
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$40.2K
|
+$14.9K
|
+487
|
+62%
|
|
|
43
|
NBT Bank
Norwich,
New York
|
$32.9K
|
+$31.8K
|
+1,038
|
New
|
|
|
44
|
SJS Investment Consulting
Sylvania,
Ohio
|
$26.1K
|
–
|
–
|
–
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$24.6K
|
-$75.5K
|
-2,464
|
-76%
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$20.3K
|
–
|
–
|
–
|
|
|
47
|
Parallel Advisors
San Francisco,
California
|
$15.6K
|
-$31
|
-1
|
-0.2%
|
|
|
48
|
Huntington National Bank
Columbus,
Ohio
|
$14.7K
|
–
|
–
|
–
|
|
|
49
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$14.4K
|
–
|
–
|
–
|
|
|
50
|
Bruce G. Allen Investments
Denver,
Colorado
|
$13K
|
+$12.6K
|
+411
|
New
|
|
