|
26
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.14M
|
-$247K
|
-6,504
|
-11%
|
|
|
27
|
Personal CFO Solutions
Chester,
New Jersey
|
$2.06M
|
+$1.94M
|
+51,178
|
New
|
|
|
28
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$2.06M
|
+$128K
|
+3,359
|
+7%
|
|
|
29
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.04M
|
+$78.1K
|
+2,057
|
+4%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$1.97M
|
-$118K
|
-3,121
|
-6%
|
|
|
31
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.86M
|
+$35.2K
|
+928
|
+2%
|
|
|
32
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.84M
|
+$68.2K
|
+1,797
|
+4%
|
|
|
33
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.75M
|
+$33.1K
|
+872
|
+2%
|
|
|
34
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.59M
|
-$51.9K
|
-1,367
|
-3%
|
|
|
35
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.59M
|
-$280K
|
-7,378
|
-16%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.58M
|
+$34.4K
|
+906
|
+2%
|
|
|
37
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$1.58M
|
–
|
–
|
–
|
|
|
38
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$1.58M
|
–
|
–
|
–
|
|
|
39
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.56M
|
+$1.19M
|
+31,307
|
+423%
|
|
|
40
|
Southern Capital Advisors
Jackson,
Tennessee
|
$1.55M
|
-$15.4K
|
-407
|
-1%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$1.55M
|
+$4.9K
|
+129
|
+0.3%
|
|
|
42
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.52M
|
+$940K
|
+24,774
|
+190%
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
+$621K
|
+16,352
|
+83%
|
|
|
44
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.41M
|
-$36.9K
|
-971
|
-3%
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.39M
|
+$863K
|
+22,740
|
+191%
|
|
|
46
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.22M
|
-$141K
|
-3,703
|
-11%
|
|
|
47
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.11M
|
-$67.2K
|
-1,770
|
-6%
|
|
|
48
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.07M
|
+$135K
|
+3,545
|
+15%
|
|
|
49
|
Atria Wealth Solutions
New York
|
$1.06M
|
-$345K
|
-9,079
|
-26%
|
|
|
50
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.04M
|
+$3.04K
|
+80
|
+0.3%
|
|
