|
26
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.35M
|
+$267K
|
+6,395
|
+14%
|
|
|
27
|
Connectus Wealth
Cincinnati,
Ohio
|
$2.31M
|
-$5.51M
|
-132,052
|
-72%
|
|
|
28
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.27M
|
-$74.5K
|
-1,786
|
-3%
|
|
|
29
|
Southern Capital Advisors
Jackson,
Tennessee
|
$2.23M
|
+$501K
|
+11,999
|
+32%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$2.21M
|
+$416K
|
+9,977
|
+25%
|
|
|
31
|
Citadel Advisors
Miami,
Florida
|
$2.2M
|
+$1.26M
|
+30,285
|
+159%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.04M
|
-$179K
|
-4,296
|
-9%
|
|
|
33
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$1.99M
|
-$282K
|
-6,760
|
-13%
|
|
|
34
|
Gimbal Financial
Carmel,
Indiana
|
$1.92M
|
+$1.8M
|
+43,033
|
New
|
|
|
35
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.79M
|
+$158K
|
+3,790
|
+10%
|
|
|
36
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$1.75M
|
–
|
–
|
–
|
|
|
37
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$1.75M
|
–
|
–
|
–
|
|
|
38
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.72M
|
-$18.8K
|
-451
|
-1%
|
|
|
39
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.7M
|
-$79.8K
|
-1,911
|
-5%
|
|
|
40
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.64M
|
-$271K
|
-6,499
|
-15%
|
|
|
41
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.57M
|
-$40.6K
|
-973
|
-3%
|
|
|
42
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.47M
|
+$712K
|
+17,069
|
+108%
|
|
|
43
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.32M
|
-$286K
|
-6,859
|
-20%
|
|
|
44
|
Live Oak Investment Partners
Austin,
Texas
|
$1.25M
|
–
|
–
|
–
|
|
|
45
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.14M
|
-$51.7K
|
-1,238
|
-5%
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
$1.13M
|
+$570K
|
+13,659
|
+116%
|
|
|
47
|
|
$1.11M
|
+$39.2K
|
+939
|
+4%
|
|
|
48
|
Two Sigma Investments
New York
|
$1.09M
|
+$1.02M
|
+24,400
|
New
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
-$484K
|
-11,602
|
-32%
|
|
|
50
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.01M
|
-$18.8K
|
-450
|
-2%
|
|
