|
26
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.66M
|
+$1.58M
|
+45,246
|
New
|
|
|
27
|
|
$1.62M
|
-$10.6M
|
-304,001
|
-87%
|
|
|
28
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.61M
|
+$1.17M
|
+33,528
|
+319%
|
|
|
29
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.58M
|
+$209K
|
+6,011
|
+16%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.57M
|
+$571K
|
+16,391
|
+62%
|
|
|
31
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.56M
|
-$11K
|
-315
|
-0.7%
|
|
|
32
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.5M
|
-$33.9K
|
-972
|
-2%
|
|
|
33
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$1.44M
|
–
|
–
|
–
|
|
|
34
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$1.44M
|
–
|
–
|
–
|
|
|
35
|
Southern Capital Advisors
Jackson,
Tennessee
|
$1.43M
|
-$133K
|
-3,826
|
-9%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
-$916K
|
-26,297
|
-41%
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.4M
|
-$161K
|
-4,617
|
-11%
|
|
|
38
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.32M
|
-$20.6K
|
-592
|
-2%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$1.3M
|
-$230K
|
-6,610
|
-16%
|
|
|
40
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.25M
|
-$249K
|
-7,150
|
-17%
|
|
|
41
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.07M
|
-$47K
|
-1,350
|
-4%
|
|
|
42
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$943K
|
+$80.8K
|
+2,320
|
+10%
|
|
|
43
|
Merit Financial Group
Alpharetta,
Georgia
|
$931K
|
–
|
–
|
–
|
|
|
44
|
Venturi Wealth Management
Austin,
Texas
|
$846K
|
-$318K
|
-9,129
|
-28%
|
|
|
45
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$840K
|
-$542K
|
-15,558
|
-40%
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
$833K
|
+$431K
|
+12,368
|
+119%
|
|
|
47
|
|
$787K
|
-$832K
|
-23,880
|
-53%
|
|
|
48
|
Court Place Advisors
Ellicott City,
Maryland
|
$724K
|
-$40K
|
-1,148
|
-5%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
$722K
|
-$1.22M
|
-35,003
|
-64%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$708K
|
+$390K
|
+11,191
|
+137%
|
|
