|
26
|
Creative Planning
Overland Park,
Kansas
|
$703K
|
-$40K
|
-1,280
|
-5%
|
|
|
27
|
Focused Wealth Management
Newburgh,
New York
|
$676K
|
+$59.7K
|
+1,913
|
+9%
|
|
|
28
|
|
$587K
|
+$600K
|
+19,199
|
New
|
|
|
29
|
First Trust Advisors
Wheaton,
Illinois
|
$577K
|
+$590K
|
+18,890
|
New
|
|
|
30
|
Snowden Capital Advisors
New York
|
$567K
|
+$51.8K
|
+1,658
|
+10%
|
|
|
31
|
Tiemann Investment Advisors
Menlo Park,
California
|
$565K
|
+$625
|
+20
|
+0.1%
|
|
|
32
|
Advisor Group
Phoenix,
Arizona
|
$434K
|
+$36K
|
+1,152
|
+9%
|
|
|
33
|
Lucas Capital Management
Red Bank,
New Jersey
|
$415K
|
–
|
–
|
–
|
|
|
34
|
Catawba Capital Management
Roanoke,
Virginia
|
$386K
|
–
|
–
|
–
|
|
|
35
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$320K
|
-$359K
|
-11,493
|
-52%
|
|
|
36
|
|
$312K
|
+$319K
|
+10,214
|
New
|
|
|
37
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$240K
|
+$245K
|
+7,843
|
New
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$234K
|
-$35.1K
|
-1,125
|
-12%
|
|
|
39
|
MSI Financial Services
Springfield,
Massachusetts
|
$227K
|
+$18.3K
|
+587
|
+9%
|
|
|
40
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$219K
|
+$223K
|
+7,153
|
New
|
|
|
41
|
Hodges Capital Management
Dallas,
Texas
|
$205K
|
–
|
–
|
–
|
|
|
42
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$174K
|
–
|
–
|
–
|
|
|
43
|
Proficio Capital Partners
Newton,
Massachusetts
|
$155K
|
–
|
–
|
–
|
|
|
44
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150K
|
+$31.2K
|
+1,000
|
+26%
|
|
|
45
|
Monetary Management Group
St Louis,
Missouri
|
$122K
|
–
|
–
|
–
|
|
|
46
|
WFG Advisors
Dallas,
Texas
|
$99K
|
–
|
–
|
–
|
|
|
47
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$76K
|
–
|
–
|
–
|
|
|
48
|
Brown Brothers Harriman & Co
New York
|
$76K
|
+$78.1K
|
+2,500
|
New
|
|
|
49
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$69K
|
–
|
–
|
–
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$63K
|
+$344
|
+11
|
+0.5%
|
|
