|
26
|
Coastline Trust
Providence,
Rhode Island
|
$2.31M
|
+$349K
|
+4,950
|
+16%
|
|
|
27
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$2.25M
|
+$1.19M
|
+16,806
|
+88%
|
|
|
28
|
|
$2.19M
|
+$625K
|
+8,860
|
+34%
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.19M
|
+$2.21M
|
+31,316
|
+863%
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$1.84M
|
+$2.07M
|
+29,310
|
New
|
|
|
31
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.77M
|
+$199K
|
+2,824
|
+11%
|
|
|
32
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.73M
|
+$1.95M
|
+27,572
|
New
|
|
|
33
|
First Foundation Advisors
Irvine,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
34
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.62M
|
-$616K
|
-8,728
|
-25%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
-$2.1M
|
-29,822
|
-57%
|
|
|
36
|
Advisor Group
Phoenix,
Arizona
|
$1.4M
|
-$1.17M
|
-16,536
|
-43%
|
|
|
37
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.34M
|
–
|
–
|
–
|
|
|
38
|
CRA Financial Services
Northfield,
New Jersey
|
$1.27M
|
+$1.43M
|
+20,216
|
New
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
+$1.32M
|
+18,650
|
New
|
|
|
40
|
United Capital Financial Advisors
Irving,
Texas
|
$1.13M
|
-$166K
|
-2,354
|
-12%
|
|
|
41
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.13M
|
+$1.26M
|
+17,892
|
New
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$1.03M
|
-$3.35M
|
-47,498
|
-74%
|
|
|
43
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$977K
|
+$10.9K
|
+154
|
+1%
|
|
|
44
|
Next Financial Group
Houston,
Texas
|
$865K
|
+$970K
|
+13,750
|
New
|
|
|
45
|
Level Four Advisory Services
Dallas,
Texas
|
$853K
|
-$28.9K
|
-410
|
-3%
|
|
|
46
|
Bartlett & Co
Cincinnati,
Ohio
|
$849K
|
-$3.53K
|
-50
|
-0.4%
|
|
|
47
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$849K
|
-$3.53K
|
-50
|
-0.4%
|
|
|
48
|
First Allied Advisory Services
San Diego,
California
|
$843K
|
-$763K
|
-10,810
|
-45%
|
|
|
49
|
Alterna Wealth Management
Houston,
Texas
|
$841K
|
+$929K
|
+13,160
|
New
|
|
|
50
|
PFG Advisors
Phoenix,
Arizona
|
$772K
|
+$113K
|
+1,596
|
+17%
|
|
