|
26
|
Summit Financial Strategies
Columbus,
Ohio
|
$19.6M
|
+$263K
|
+1,593
|
+1%
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18.8M
|
+$652K
|
+3,951
|
+4%
|
|
|
28
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$18M
|
+$1.06M
|
+6,443
|
+6%
|
|
|
29
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.9M
|
-$6.46M
|
-39,167
|
-28%
|
|
|
30
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16M
|
+$133K
|
+808
|
+0.8%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
-$45.8M
|
-277,846
|
-75%
|
|
|
32
|
Members Trust
Tampa,
Florida
|
$14.7M
|
+$579K
|
+3,513
|
+4%
|
|
|
33
|
Quest Investment Management
Lake Oswego,
Oregon
|
$13.1M
|
–
|
–
|
–
|
|
|
34
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$12.7M
|
+$359K
|
+2,174
|
+3%
|
|
|
35
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$12.5M
|
+$695K
|
+4,211
|
+6%
|
|
|
36
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$12.2M
|
+$12.3M
|
+74,432
|
New
|
|
|
37
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.1M
|
-$104K
|
-633
|
-0.9%
|
|
|
38
|
IndexIQ Advisors
New York
|
$11.9M
|
-$1.66M
|
-10,058
|
-12%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.2M
|
+$1.44M
|
+8,729
|
+15%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.8M
|
+$1.46M
|
+8,870
|
+16%
|
|
|
41
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$10.6M
|
+$908K
|
+5,504
|
+9%
|
|
|
42
|
Spearhead Capital Advisors
Wellington,
Florida
|
$10.6M
|
+$1.97M
|
+11,917
|
+23%
|
|
|
43
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$10M
|
+$96.5K
|
+585
|
+1%
|
|
|
44
|
BHK Investment Advisors
Birmingham,
Alabama
|
$9.75M
|
+$451K
|
+2,736
|
+5%
|
|
|
45
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$9.72M
|
+$845K
|
+5,122
|
+8%
|
|
|
46
|
SPC Financial Inc
Rockville,
Maryland
|
$9.32M
|
+$516K
|
+3,131
|
+6%
|
|
|
47
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$9.02M
|
–
|
–
|
–
|
|
|
48
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$8.83M
|
+$88.6K
|
+537
|
+1%
|
|
|
49
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.67M
|
+$691K
|
+4,192
|
+9%
|
|
|
50
|
Corrigan Financial
Middletown,
Rhode Island
|
$8.6M
|
-$480K
|
-2,909
|
-5%
|
|
