|
26
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.88M
|
+$69.9K
|
+1,392
|
+3%
|
|
|
27
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.8M
|
+$28.1K
|
+559
|
+1%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$2.65M
|
+$272K
|
+5,424
|
+12%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.48M
|
-$199K
|
-3,967
|
-8%
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.47M
|
+$7.23K
|
+144
|
+0.3%
|
|
|
31
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.47M
|
+$7.23K
|
+144
|
+0.3%
|
|
|
32
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.12M
|
+$89.1K
|
+1,775
|
+5%
|
|
|
33
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.1M
|
+$1.37M
|
+27,324
|
+211%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.98M
|
+$52K
|
+1,035
|
+3%
|
|
|
35
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.91M
|
-$80.9K
|
-1,611
|
-4%
|
|
|
36
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$1.88M
|
–
|
–
|
–
|
|
|
37
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$1.88M
|
–
|
–
|
–
|
|
|
38
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.7M
|
-$120K
|
-2,390
|
-7%
|
|
|
39
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.67M
|
-$68.7K
|
-1,369
|
-4%
|
|
|
40
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.51M
|
+$1.45M
|
+28,913
|
New
|
|
|
41
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.44M
|
-$1.34M
|
-26,785
|
Closed
|
|
|
42
|
Colonial River Investments
Midlothian,
Virginia
|
$1.43M
|
+$2.41K
|
+48
|
+0.2%
|
|
|
43
|
Snowden Capital Advisors
New York
|
$1.38M
|
+$33.5K
|
+667
|
+3%
|
|
|
44
|
Gimbal Financial
Carmel,
Indiana
|
$1.38M
|
+$126K
|
+2,507
|
+11%
|
|
|
45
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.32M
|
–
|
–
|
–
|
|
|
46
|
VCI Wealth Management
St Louis,
Missouri
|
$1.3M
|
+$1.25M
|
+24,955
|
New
|
|
|
47
|
Lynch & Associates
Newburgh,
Indiana
|
$1.23M
|
+$31.4K
|
+625
|
+3%
|
|
|
48
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.23M
|
-$121K
|
-2,411
|
-9%
|
|
|
49
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.21M
|
+$20.6K
|
+410
|
+2%
|
|
|
50
|
|
$1.13M
|
+$1.09M
|
+21,714
|
New
|
|
