|
26
|
SEI Investments
Oaks,
Pennsylvania
|
$2.94M
|
-$90K
|
-1,226
|
-3%
|
|
|
27
|
Tobias Financial Advisors
Plantation,
Florida
|
$2.79M
|
-$78K
|
-1,063
|
-3%
|
|
|
28
|
Envision Financial
Brookfield,
Wisconsin
|
$2.59M
|
-$350K
|
-4,769
|
-12%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.41M
|
+$84.9K
|
+1,157
|
+4%
|
|
|
30
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.28M
|
+$58.6K
|
+799
|
+3%
|
|
|
31
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$2.12M
|
-$66.1K
|
-900
|
-3%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.05M
|
+$106K
|
+1,440
|
+5%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$2.01M
|
+$147
|
+2
|
+0%
|
|
|
34
|
Courier Capital
Buffalo,
New York
|
$1.98M
|
+$17K
|
+231
|
+0.9%
|
|
|
35
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.95M
|
-$98.6K
|
-1,343
|
-5%
|
|
|
36
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$1.95M
|
-$414K
|
-5,637
|
-17%
|
|
|
37
|
&Partners
Nashville,
Tennessee
|
$1.81M
|
+$34.7K
|
+473
|
+2%
|
|
|
38
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.8M
|
-$33.4K
|
-455
|
-2%
|
|
|
39
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.54M
|
-$248K
|
-3,378
|
-14%
|
|
|
40
|
|
$1.45M
|
+$136K
|
+1,848
|
+10%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.31M
|
+$55.6K
|
+757
|
+4%
|
|
|
42
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.24M
|
-$65.9K
|
-898
|
-5%
|
|
|
43
|
Frazier Financial Advisors
Columbus,
Ohio
|
$1.23M
|
-$6.31K
|
-86
|
-0.5%
|
|
|
44
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.16M
|
-$109K
|
-1,486
|
-9%
|
|
|
45
|
Kondo Wealth Advisors
Pasadena,
California
|
$1.13M
|
-$17.8K
|
-243
|
-2%
|
|
|
46
|
ProVise Management Group
Clearwater,
Florida
|
$1.08M
|
–
|
–
|
–
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$1.03M
|
+$88.1K
|
+1,200
|
+9%
|
|
|
48
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.02M
|
+$10.2K
|
+139
|
+1%
|
|
|
49
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$997K
|
-$14.4K
|
-196
|
-1%
|
|
|
50
|
Davenport & Co
Richmond,
Virginia
|
$974K
|
-$53.7K
|
-731
|
-5%
|
|
