|
26
|
JD Financial Services
Carlisle,
Pennsylvania
|
$5.92M
|
+$1.28M
|
+17,321
|
+27%
|
|
|
27
|
Park Avenue Securities
New York
|
$5.86M
|
+$1.89M
|
+25,658
|
+48%
|
|
|
28
|
MAI Capital Management
Independence,
Ohio
|
$5.83M
|
+$25.3K
|
+343
|
+0.4%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.8M
|
-$199K
|
-2,697
|
-3%
|
|
|
30
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.67M
|
+$658K
|
+8,939
|
+13%
|
|
|
31
|
Avantax Advisory Services
Dallas,
Texas
|
$5.62M
|
-$68.5K
|
-930
|
-1%
|
|
|
32
|
Marietta Wealth Management
Marietta,
Georgia
|
$5.19M
|
+$496K
|
+6,733
|
+11%
|
|
|
33
|
Evanson Asset Management
Carmel,
California
|
$5.16M
|
-$376K
|
-5,111
|
-7%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$5.1M
|
+$642K
|
+8,719
|
+14%
|
|
|
35
|
Comerica Bank
Dallas,
Texas
|
$4.9M
|
-$5.3M
|
-71,922
|
-51%
|
|
|
36
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.55M
|
+$112K
|
+1,520
|
+3%
|
|
|
37
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.48M
|
-$89.2K
|
-1,212
|
-2%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$4.37M
|
+$183K
|
+2,491
|
+4%
|
|
|
39
|
Neumann Capital Management
Foster City,
California
|
$4.31M
|
+$110K
|
+1,489
|
+3%
|
|
|
40
|
Telos Capital Management
San Diego,
California
|
$4.21M
|
-$11.3K
|
-153
|
-0.3%
|
|
|
41
|
McLean Asset Management
Tysons,
Virginia
|
$4.17M
|
+$47K
|
+638
|
+1%
|
|
|
42
|
Beacon Financial Group
Dallas,
Texas
|
$4.08M
|
+$13.3K
|
+181
|
+0.3%
|
|
|
43
|
Ritholtz Wealth Management
New York
|
$4.03M
|
-$240K
|
-3,263
|
-6%
|
|
|
44
|
Wealth Architects
Mountain View,
California
|
$3.91M
|
-$105K
|
-1,420
|
-3%
|
|
|
45
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$3.88M
|
+$129K
|
+1,748
|
+3%
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.79M
|
+$106K
|
+1,436
|
+3%
|
|
|
47
|
Empirical Wealth Management
Seattle,
Washington
|
$3.18M
|
+$273K
|
+3,712
|
+9%
|
|
|
48
|
Collective Family Office
York,
Pennsylvania
|
$2.99M
|
-$2.06M
|
-28,035
|
-41%
|
|
|
49
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.98M
|
+$255K
|
+3,457
|
+9%
|
|
|
50
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.97M
|
+$2.97M
|
+40,381
|
New
|
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