|
26
|
Modern Wealth Management
Lenexa,
Kansas
|
$402K
|
-$1.12M
|
-14,065
|
-73%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$398K
|
+$404K
|
+5,049
|
New
|
|
|
28
|
Wealthfront Advisers
Palo Alto,
California
|
$387K
|
+$144K
|
+1,803
|
+58%
|
|
|
29
|
Waverly Advisors
Birmingham,
Alabama
|
$382K
|
–
|
–
|
–
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$337K
|
-$112K
|
-1,400
|
-25%
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$335K
|
-$909K
|
-11,372
|
-73%
|
|
|
32
|
Means Investment Company
Bangor,
Maine
|
$330K
|
-$58.5K
|
-732
|
-15%
|
|
|
33
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$283K
|
-$237K
|
-2,965
|
-45%
|
|
|
34
|
Solutions 4 Wealth
Southlake,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
35
|
IHT Wealth Management
Chicago,
Illinois
|
$255K
|
+$259K
|
+3,240
|
New
|
|
|
36
|
Vivaldi Capital Management
Chicago,
Illinois
|
$253K
|
+$16.7K
|
+209
|
+7%
|
|
|
37
|
MGB Wealth Management
Addison,
Texas
|
$212K
|
-$37.9K
|
-474
|
-15%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$205K
|
+$2K
|
+25
|
+1%
|
|
|
39
|
|
$163K
|
-$7.51K
|
-94
|
-4%
|
|
|
40
|
Franklin Resources
San Mateo,
California
|
$138K
|
–
|
–
|
–
|
|
|
41
|
Sunbelt Securities
Houston,
Texas
|
$116K
|
+$80
|
+1
|
+0.1%
|
|
|
42
|
Jones Financial Companies
Des Peres,
Missouri
|
$110K
|
-$4.48K
|
-56
|
-4%
|
|
|
43
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$102K
|
–
|
–
|
–
|
|
|
44
|
|
$93.5K
|
-$447K
|
-5,588
|
-82%
|
|
|
45
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$93K
|
+$24K
|
+300
|
+34%
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$91.7K
|
–
|
–
|
–
|
|
|
47
|
Advisory Services Network
Atlanta,
Georgia
|
$81.9K
|
+$83.1K
|
+1,040
|
New
|
|
|
48
|
Sherman Asset Management
Ventura,
California
|
$51.2K
|
-$60.4K
|
-755
|
-54%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.8K
|
-$16.9K
|
-211
|
-28%
|
|
|
50
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$42.1K
|
-$66.5K
|
-832
|
-61%
|
|
