|
26
|
IEQ Capital
Foster City,
California
|
$3.67M
|
–
|
–
|
–
|
|
|
27
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$3.44M
|
+$144K
|
+803
|
+4%
|
|
|
28
|
Tolleson Wealth Management
Dallas,
Texas
|
$3.06M
|
–
|
–
|
–
|
|
|
29
|
Colony Group
Boston,
Massachusetts
|
$2.97M
|
+$203K
|
+1,128
|
+7%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.8M
|
-$391K
|
-2,179
|
-12%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$2.78M
|
–
|
–
|
–
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$2.69M
|
-$25.1K
|
-140
|
-0.9%
|
|
|
33
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$2.55M
|
+$167K
|
+929
|
+7%
|
|
|
34
|
Verus Financial Partners
Richmond,
Virginia
|
$2.5M
|
+$7.18K
|
+40
|
+0.3%
|
|
|
35
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.4M
|
+$719
|
+4
|
+0%
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.37M
|
+$118K
|
+655
|
+5%
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.32M
|
+$665K
|
+3,700
|
+41%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.14M
|
+$27.8K
|
+155
|
+1%
|
|
|
39
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.03M
|
-$19.9K
|
-111
|
-1%
|
|
|
40
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2M
|
-$430K
|
-2,395
|
-18%
|
|
|
41
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.8M
|
+$77.6K
|
+432
|
+5%
|
|
|
42
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.71M
|
+$185K
|
+1,031
|
+12%
|
|
|
43
|
|
$1.65M
|
+$1.62M
|
+8,997
|
New
|
|
|
44
|
HC Advisors
Sandy Springs,
Georgia
|
$1.65M
|
–
|
–
|
–
|
|
|
45
|
Hardy Reed
Tupelo,
Mississippi
|
$1.64M
|
-$81.7K
|
-455
|
-5%
|
|
|
46
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.64M
|
–
|
–
|
–
|
|
|
47
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.6M
|
–
|
–
|
–
|
|
|
48
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.53M
|
+$15.4K
|
+86
|
+1%
|
|
|
49
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.51M
|
-$34K
|
-189
|
-2%
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$1.5M
|
+$278K
|
+1,550
|
+23%
|
|
