|
26
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.92M
|
-$542
|
-3
|
-0%
|
|
|
27
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.9M
|
+$1.86M
|
+10,283
|
New
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$1.82M
|
-$184K
|
-1,019
|
-9%
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$1.61M
|
+$34.3K
|
+190
|
+2%
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$1.37M
|
–
|
–
|
–
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$1.31M
|
+$155K
|
+856
|
+14%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
+$41.9K
|
+232
|
+4%
|
|
|
33
|
Whittier Trust
South Pasadena,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
34
|
BOK Financial Private Wealth
Denver,
Colorado
|
$981K
|
–
|
–
|
–
|
|
|
35
|
1900 Wealth Management
San Antonio,
Texas
|
$930K
|
+$909K
|
+5,032
|
New
|
|
|
36
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$887K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$788K
|
+$183K
|
+1,011
|
+31%
|
|
|
38
|
Requisite Capital Management
Dallas,
Texas
|
$770K
|
+$752K
|
+4,164
|
New
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$759K
|
+$27.5K
|
+152
|
+4%
|
|
|
40
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$689K
|
+$16.3K
|
+90
|
+2%
|
|
|
41
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$684K
|
–
|
–
|
–
|
|
|
42
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$682K
|
-$69.6K
|
-385
|
-9%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$674K
|
–
|
–
|
–
|
|
|
44
|
Credit Suisse
Zurich,
Switzerland
|
$641K
|
-$1.25M
|
-6,900
|
-67%
|
|
|
45
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$623K
|
+$278K
|
+1,536
|
+84%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$606K
|
-$1.67M
|
-9,252
|
-74%
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
$606K
|
-$670K
|
-3,709
|
-53%
|
|
|
48
|
Private Capital Group
West Hartford,
Connecticut
|
$605K
|
–
|
–
|
–
|
|
|
49
|
Raymond James & Associates
St Petersburg,
Florida
|
$584K
|
+$3.61K
|
+20
|
+0.6%
|
|
|
50
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$560K
|
+$181
|
+1
|
+0%
|
|
