|
26
|
Wells Fargo
San Francisco,
California
|
$37.1M
|
-$9.3M
|
-98,804
|
-20%
|
|
|
27
|
Baystate Wealth Management
Boston,
Massachusetts
|
$36.1M
|
+$1.62M
|
+17,162
|
+5%
|
|
|
28
|
Strategic Financial Services
Utica,
New York
|
$34.8M
|
+$641K
|
+6,808
|
+2%
|
|
|
29
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$32.4M
|
+$785K
|
+8,339
|
+2%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$31.3M
|
-$937K
|
-9,954
|
-3%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.6M
|
-$761K
|
-8,089
|
-3%
|
|
|
32
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$28.4M
|
-$173K
|
-1,843
|
-0.6%
|
|
|
33
|
|
$25.4M
|
-$19.8M
|
-210,834
|
-43%
|
|
|
34
|
CFO4Life Group
Coppell,
Texas
|
$22.1M
|
+$9.22M
|
+97,997
|
+70%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.6M
|
-$8.02M
|
-85,258
|
-27%
|
|
|
36
|
Intrust Bank
Wichita,
Kansas
|
$19.2M
|
+$7.38M
|
+78,374
|
+61%
|
|
|
37
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$19.1M
|
+$224K
|
+2,380
|
+1%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.7M
|
-$606K
|
-6,435
|
-3%
|
|
|
39
|
True Link Financial Advisors
San Francisco,
California
|
$17.4M
|
+$707K
|
+7,510
|
+4%
|
|
|
40
|
Well Done LLC
Holland,
Michigan
|
$16.8M
|
+$360K
|
+3,820
|
+2%
|
|
|
41
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$16.7M
|
-$6.86M
|
-72,919
|
-29%
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$15.5M
|
-$292K
|
-3,101
|
-2%
|
|
|
43
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$15M
|
-$486K
|
-5,162
|
-3%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$14.3M
|
-$9.23M
|
-98,044
|
-39%
|
|
|
45
|
Trilogy Capital
Irvine,
California
|
$14.2M
|
+$522K
|
+5,544
|
+4%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14M
|
-$4.06M
|
-43,153
|
-22%
|
|
|
47
|
Elk River Wealth Management
Denver,
Colorado
|
$13.3M
|
+$2.52M
|
+26,786
|
+23%
|
|
|
48
|
Daido Life Insurance Company
Osaka,
Japan
|
$12.4M
|
–
|
–
|
–
|
|
|
49
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$11.9M
|
+$674K
|
+7,157
|
+6%
|
|
|
50
|
Merriman Wealth Management
Seattle,
Washington
|
$11.5M
|
-$792K
|
-8,413
|
-6%
|
|
