|
26
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$2.06M
|
–
|
–
|
–
|
|
|
27
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.96M
|
-$29.7K
|
-640
|
-1%
|
|
|
28
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.9M
|
+$466K
|
+10,041
|
+32%
|
|
|
29
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.79M
|
+$248K
|
+5,353
|
+16%
|
|
|
30
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.75M
|
+$423K
|
+9,112
|
+31%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.64M
|
-$187K
|
-4,032
|
-10%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$1.59M
|
+$14.7K
|
+316
|
+0.9%
|
|
|
33
|
Court Place Advisors
Ellicott City,
Maryland
|
$1.36M
|
-$322K
|
-6,930
|
-19%
|
|
|
34
|
Southern Capital Advisors
Jackson,
Tennessee
|
$1.26M
|
-$14.6K
|
-315
|
-1%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.25M
|
-$1.39M
|
-29,918
|
-46%
|
|
|
36
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.14M
|
+$36.2K
|
+780
|
+3%
|
|
|
37
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$372K
|
-8,021
|
-25%
|
|
|
38
|
CSM Advisors
Warrendale,
Pennsylvania
|
$996K
|
–
|
–
|
–
|
|
|
39
|
Atria Wealth Solutions
New York
|
$977K
|
+$997K
|
+21,477
|
New
|
|
|
40
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$967K
|
+$291K
|
+6,278
|
+42%
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$922K
|
+$171K
|
+3,690
|
+22%
|
|
|
42
|
SVB Wealth
Boston,
Massachusetts
|
$884K
|
-$78.6K
|
-1,693
|
-8%
|
|
|
43
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$865K
|
+$333K
|
+7,166
|
+60%
|
|
|
44
|
Atlas Brown
Louisville,
Kentucky
|
$837K
|
+$58.9K
|
+1,269
|
+7%
|
|
|
45
|
Pacific Sun Financial
Los Angeles,
California
|
$836K
|
+$73.1K
|
+1,575
|
+9%
|
|
|
46
|
Lynch & Associates
Newburgh,
Indiana
|
$810K
|
+$22.4K
|
+482
|
+3%
|
|
|
47
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$749K
|
+$349K
|
+7,515
|
+84%
|
|
|
48
|
NWAM LLC
Mercer Island,
Washington
|
$668K
|
-$57.2K
|
-1,232
|
-8%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$623K
|
-$54.5K
|
-1,174
|
-8%
|
|
|
50
|
Parametric Portfolio Associates
Seattle,
Washington
|
$616K
|
+$279K
|
+6,014
|
+80%
|
|
