|
26
|
American International Group
New York
|
$1.75M
|
-$253K
|
-3,606
|
-13%
|
|
|
27
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.65M
|
-$103K
|
-1,467
|
-6%
|
|
|
28
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.52M
|
+$196K
|
+2,785
|
+16%
|
|
|
29
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.43M
|
-$221K
|
-3,147
|
-14%
|
|
|
30
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.32M
|
-$95.5K
|
-1,358
|
-7%
|
|
|
31
|
Cerity Partners OCIO
New York
|
$1.31M
|
-$237K
|
-3,376
|
-16%
|
|
|
32
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$1.29M
|
–
|
–
|
–
|
|
|
33
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$1.23M
|
-$29K
|
-413
|
-2%
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$1.2M
|
-$107K
|
-1,519
|
-9%
|
|
|
35
|
White Pine Investment Company
Livonia,
Michigan
|
$1.18M
|
+$3.51K
|
+50
|
+0.3%
|
|
|
36
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.05M
|
-$83K
|
-1,181
|
-8%
|
|
|
38
|
Concert Wealth Management
San Jose,
California
|
$1.04M
|
-$144K
|
-2,051
|
-13%
|
|
|
39
|
Montag & Associates
Atlanta,
Georgia
|
$958K
|
–
|
–
|
–
|
|
|
40
|
MSI Financial Services
Springfield,
Massachusetts
|
$930K
|
-$482K
|
-6,851
|
-36%
|
|
|
41
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$917K
|
+$853K
|
+12,138
|
New
|
|
|
42
|
GW & Wade
Wellesley,
Massachusetts
|
$915K
|
-$70.3K
|
-1,000
|
-8%
|
|
|
43
|
Ruggie Capital Group
Tavares,
Florida
|
$851K
|
+$793K
|
+11,280
|
New
|
|
|
44
|
LGL Partners
Philadelphia,
Pennsylvania
|
$743K
|
+$4.71K
|
+67
|
+0.7%
|
|
|
45
|
|
$730K
|
-$165K
|
-2,351
|
-20%
|
|
|
46
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$603K
|
+$562K
|
+7,998
|
New
|
|
|
47
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$584K
|
+$86.5K
|
+1,230
|
+19%
|
|
|
48
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$560K
|
-$117K
|
-1,661
|
-18%
|
|
|
49
|
Hollencrest Capital Management
Newport Beach,
California
|
$543K
|
–
|
–
|
–
|
|
|
50
|
SouthState Corp
Winter Haven,
Florida
|
$533K
|
-$28.3K
|
-403
|
-5%
|
|
