|
26
|
Atria Investments
Charlotte,
North Carolina
|
$3.21M
|
+$1.39M
|
+9,524
|
+76%
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.17M
|
+$92.6K
|
+634
|
+3%
|
|
|
28
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.1M
|
+$3.3M
|
+22,594
|
New
|
|
|
29
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.96M
|
-$36.7K
|
-251
|
-1%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.88M
|
+$82K
|
+561
|
+3%
|
|
|
31
|
Commerce Bank
Kansas City,
Missouri
|
$2.72M
|
+$2.48M
|
+16,945
|
+971%
|
|
|
32
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.66M
|
+$4.38K
|
+30
|
+0.2%
|
|
|
33
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$2.62M
|
+$67.5K
|
+462
|
+3%
|
|
|
34
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.42M
|
-$5.99K
|
-41
|
-0.2%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$2.37M
|
-$4.86M
|
-33,271
|
-67%
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.21M
|
-$87.7K
|
-600
|
-4%
|
|
|
37
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.08M
|
–
|
–
|
–
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
+$447K
|
+3,062
|
+31%
|
|
|
39
|
Mercer Investments
Boston,
Massachusetts
|
$1.65M
|
+$106K
|
+726
|
+7%
|
|
|
40
|
Miller Equity Capital Advisors
Irving,
Texas
|
$1.64M
|
–
|
–
|
–
|
|
|
41
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.61M
|
+$26.4K
|
+181
|
+2%
|
|
|
42
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.6M
|
+$1.73M
|
+11,816
|
New
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.48M
|
-$28.5K
|
-195
|
-2%
|
|
|
44
|
Roundview Capital
Princeton,
New Jersey
|
$1.48M
|
–
|
–
|
–
|
|
|
45
|
Old Mission Capital
Chicago,
Illinois
|
$1.32M
|
-$6.94M
|
-47,525
|
-84%
|
|
|
46
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.24M
|
-$86.1K
|
-589
|
-6%
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$1.21M
|
+$1.46K
|
+10
|
+0.1%
|
|
|
48
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$1.18M
|
+$169K
|
+1,156
|
+17%
|
|
|
49
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.09M
|
+$162K
|
+1,108
|
+17%
|
|
|
50
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.04M
|
+$1.05M
|
+7,164
|
New
|
|
