|
26
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$14M
|
-$1.83M
|
-29,199
|
-12%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.7M
|
+$885K
|
+14,084
|
+7%
|
|
|
28
|
CoreCap Advisors
Southfield,
Michigan
|
$13.1M
|
-$444K
|
-7,064
|
-3%
|
|
|
29
|
Heritage Financial Services
Westwood,
Massachusetts
|
$12.1M
|
-$2.09M
|
-33,239
|
-15%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$11.9M
|
-$12.2M
|
-194,469
|
-51%
|
|
|
31
|
Barber Financial Group
Lenexa,
Kansas
|
$11.9M
|
-$678K
|
-10,790
|
-6%
|
|
|
32
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.3M
|
-$263K
|
-4,180
|
-2%
|
|
|
33
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$11.1M
|
-$705K
|
-11,228
|
-6%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$10.9M
|
+$1.63M
|
+25,875
|
+18%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$461K
|
+7,345
|
+5%
|
|
|
36
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.4M
|
+$388K
|
+6,186
|
+4%
|
|
|
37
|
Biltmore Wealth Management
Tempe,
Arizona
|
$10.2M
|
-$28.6K
|
-456
|
-0.3%
|
|
|
38
|
Congress Wealth Management
Boston,
Massachusetts
|
$10.2M
|
-$336K
|
-5,345
|
-3%
|
|
|
39
|
Lido Advisors
Los Angeles,
California
|
$9.86M
|
+$1.44M
|
+22,981
|
+18%
|
|
|
40
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.71M
|
-$614K
|
-9,769
|
-6%
|
|
|
41
|
Congress Asset Management
Boston,
Massachusetts
|
$9.7M
|
+$373K
|
+5,945
|
+4%
|
|
|
42
|
TPG Financial Advisors
Portland,
Oregon
|
$9.56M
|
-$479K
|
-7,632
|
-5%
|
|
|
43
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.42M
|
+$938K
|
+14,941
|
+11%
|
|
|
44
|
MBE Wealth Management
Tomah,
Wisconsin
|
$9.18M
|
-$2.46M
|
-39,221
|
-22%
|
|
|
45
|
Tectonic Advisors
Frisco,
Texas
|
$9.01M
|
–
|
–
|
–
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$8.67M
|
+$1.43M
|
+22,742
|
+20%
|
|
|
47
|
Colony Group
Boston,
Massachusetts
|
$8.66M
|
+$242K
|
+3,856
|
+3%
|
|
|
48
|
Pure Financial Advisors
San Diego,
California
|
$8.65M
|
-$37.9K
|
-604
|
-0.4%
|
|
|
49
|
Financial & Tax Architects
St Louis,
Missouri
|
$8.34M
|
+$2.07M
|
+32,995
|
+34%
|
|
|
50
|
M Holdings Securities
Portland,
Oregon
|
$8.31M
|
+$8.07M
|
+128,572
|
New
|
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