|
26
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$2.04M
|
-$199K
|
-4,863
|
-9%
|
|
|
27
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.02M
|
-$95.6K
|
-2,338
|
-4%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.98M
|
+$437K
|
+10,694
|
+27%
|
|
|
29
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.91M
|
-$127K
|
-3,109
|
-6%
|
|
|
30
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.84M
|
+$6.42K
|
+157
|
+0.3%
|
|
|
31
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.72M
|
-$101K
|
-2,459
|
-5%
|
|
|
32
|
|
$1.61M
|
+$1.3M
|
+31,724
|
+364%
|
|
|
33
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.6M
|
-$137K
|
-3,363
|
-8%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
+$44.2K
|
+1,082
|
+3%
|
|
|
35
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$1.56M
|
–
|
–
|
–
|
|
|
36
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$1.56M
|
–
|
–
|
–
|
|
|
37
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.55M
|
-$19.9K
|
-488
|
-1%
|
|
|
38
|
Southern Capital Advisors
Jackson,
Tennessee
|
$1.51M
|
-$23.1K
|
-564
|
-1%
|
|
|
39
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.44M
|
-$59.2K
|
-1,448
|
-4%
|
|
|
40
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.44M
|
-$136K
|
-3,315
|
-8%
|
|
|
41
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
+$1.19M
|
+29,136
|
+442%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.38M
|
+$1.16M
|
+28,442
|
+454%
|
|
|
43
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.38M
|
+$1.16M
|
+28,442
|
+454%
|
|
|
44
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.37M
|
-$20.3K
|
-497
|
-1%
|
|
|
45
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.34M
|
+$298K
|
+7,298
|
+28%
|
|
|
46
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.25M
|
-$300K
|
-7,331
|
-19%
|
|
|
47
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.06M
|
-$27.3K
|
-667
|
-2%
|
|
|
48
|
Merit Financial Group
Alpharetta,
Georgia
|
$1M
|
-$8.83K
|
-216
|
-0.8%
|
|
|
49
|
|
$954K
|
+$280K
|
+6,860
|
+40%
|
|
|
50
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$920K
|
-$109K
|
-2,671
|
-10%
|
|
