|
26
|
DF Dent & Co
Baltimore,
Maryland
|
$1.51M
|
–
|
–
|
–
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$1.43M
|
-$64.8K
|
-2,336
|
-4%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$1.2M
|
+$7.57K
|
+273
|
+0.6%
|
|
|
29
|
Mercer Global Advisors
Denver,
Colorado
|
$1.17M
|
-$4.2M
|
-151,374
|
-78%
|
|
|
30
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.12M
|
+$447K
|
+16,134
|
+66%
|
|
|
31
|
Belpointe Asset Management
Reno,
Nevada
|
$1.09M
|
+$294K
|
+10,588
|
+37%
|
|
|
32
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$993K
|
-$15.1K
|
-546
|
-2%
|
|
|
33
|
|
$795K
|
-$3.49M
|
-125,739
|
-81%
|
|
|
34
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$761K
|
+$17.8K
|
+641
|
+2%
|
|
|
35
|
Lunt Capital Management
Holladay,
Utah
|
$642K
|
-$6.93K
|
-250
|
-1%
|
|
|
36
|
Satovsky Asset Management
New York
|
$557K
|
+$2.97K
|
+107
|
+0.5%
|
|
|
37
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$542K
|
+$2K
|
+72
|
+0.4%
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$490K
|
-$1.26M
|
-45,305
|
-72%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$427K
|
-$64.4K
|
-2,323
|
-13%
|
|
|
40
|
Synovus Financial
Columbus,
Georgia
|
$341K
|
+$340K
|
+12,273
|
New
|
|
|
41
|
Martin Capital Partners
Eugene,
Oregon
|
$315K
|
-$23.2K
|
-837
|
-7%
|
|
|
42
|
Leavell Investment Management
Mobile,
Alabama
|
$294K
|
-$5.82K
|
-210
|
-2%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$282K
|
+$281K
|
+10,132
|
New
|
|
|
44
|
|
$265K
|
-$4.02M
|
-145,029
|
-94%
|
|
|
45
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$259K
|
–
|
–
|
–
|
|
|
46
|
Fiduciary Financial Group
San Rafael,
California
|
$252K
|
+$251K
|
+9,062
|
New
|
|
|
47
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$233K
|
+$11.3K
|
+407
|
+5%
|
|
|
48
|
|
$221K
|
-$182K
|
-6,573
|
-45%
|
|
|
49
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
50
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$174K
|
+$174K
|
+6,268
|
New
|
|
