|
26
|
Yoder Wealth Management
Walnut Creek,
California
|
$5.88M
|
+$447K
|
+6,605
|
+9%
|
|
|
27
|
Southern Capital Advisors
Jackson,
Tennessee
|
$5.45M
|
-$64.4K
|
-953
|
-1%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.26M
|
-$1.1M
|
-16,268
|
-18%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$5.24M
|
+$237K
|
+3,505
|
+5%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$5.18M
|
-$119K
|
-1,767
|
-2%
|
|
|
31
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.08M
|
+$294K
|
+4,355
|
+6%
|
|
|
32
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$4.15M
|
+$26.5K
|
+392
|
+0.7%
|
|
|
33
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$4.12M
|
-$36.7K
|
-543
|
-0.9%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$3.75M
|
+$302K
|
+4,470
|
+9%
|
|
|
35
|
BNP Paribas Financial Markets
Paris,
France
|
$3.55M
|
+$3.38M
|
+50,000
|
New
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.63M
|
-$699K
|
-10,334
|
-22%
|
|
|
37
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.27M
|
+$108K
|
+1,599
|
+5%
|
|
|
38
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.27M
|
-$17.8K
|
-263
|
-0.8%
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$2.1M
|
+$227K
|
+3,363
|
+13%
|
|
|
40
|
|
$1.82M
|
-$28.9K
|
-427
|
-2%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.77M
|
+$530K
|
+7,842
|
+46%
|
|
|
42
|
Lynch & Associates
Newburgh,
Indiana
|
$1.76M
|
-$29.5K
|
-437
|
-2%
|
|
|
43
|
Snowden Capital Advisors
New York
|
$1.75M
|
-$2.5K
|
-37
|
-0.2%
|
|
|
44
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.64M
|
-$43.8K
|
-648
|
-3%
|
|
|
45
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$1.61M
|
+$38.3K
|
+566
|
+3%
|
|
|
46
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.52M
|
-$171K
|
-2,529
|
-11%
|
|
|
47
|
Grimes & Company
Westborough,
Massachusetts
|
$1.5M
|
+$609
|
+9
|
+0%
|
|
|
48
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.47M
|
-$533K
|
-7,889
|
-28%
|
|
|
49
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.46M
|
+$289K
|
+4,277
|
+26%
|
|
|
50
|
KDK Private Wealth Management
Houston,
Texas
|
$1.41M
|
-$49.8K
|
-737
|
-4%
|
|
