|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$221K
|
+$25.6K
|
+4,464
|
+13%
|
|
|
27
|
Mraz Amerine & Associates
Modesto,
California
|
$220K
|
–
|
–
|
–
|
|
|
28
|
North Star Investment Management
Chicago,
Illinois
|
$192K
|
–
|
–
|
–
|
|
|
29
|
Barrett Asset Management
New York
|
$191K
|
–
|
–
|
–
|
|
|
30
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$181K
|
-$808
|
-141
|
-0.4%
|
|
|
32
|
ProVise Management Group
Clearwater,
Florida
|
$172K
|
–
|
–
|
–
|
|
|
33
|
RDA Financial Network
Akron,
Iowa
|
$153K
|
+$5.3K
|
+925
|
+4%
|
|
|
34
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$117K
|
-$12.9K
|
-2,243
|
-10%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$111K
|
+$34K
|
+5,940
|
+43%
|
|
|
36
|
Adams Wealth Management
Logan,
Utah
|
$106K
|
-$129K
|
-22,531
|
-54%
|
|
|
37
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$104K
|
–
|
–
|
–
|
|
|
38
|
TownSquare Capital
Provo,
Utah
|
$99K
|
-$6.26K
|
-1,092
|
-6%
|
|
|
39
|
Whittier Trust
South Pasadena,
California
|
$99K
|
–
|
–
|
–
|
|
|
40
|
Biltmore Family Office
Charlotte,
North Carolina
|
$99K
|
+$1.56K
|
+272
|
+2%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$97K
|
-$74.7K
|
-13,031
|
-43%
|
|
|
42
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$95K
|
–
|
–
|
–
|
|
|
43
|
|
$93K
|
–
|
–
|
–
|
|
|
44
|
Litman Gregory Wealth Management
Larkspur,
California
|
$91K
|
–
|
–
|
–
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$90K
|
-$3.44K
|
-600
|
-4%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$77K
|
+$8.53K
|
+1,489
|
+12%
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$72K
|
+$73.5K
|
+12,823
|
New
|
|
|
48
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$68K
|
–
|
–
|
–
|
|
|
49
|
Focused Wealth Management
Newburgh,
New York
|
$57K
|
+$338
|
+59
|
+0.6%
|
|
|
50
|
HC Financial Advisors
Lafayette,
California
|
$54K
|
+$54.5K
|
+9,520
|
New
|
|
