|
26
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.3M
|
-$10K
|
-159
|
-0.5%
|
|
|
27
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.08M
|
+$2M
|
+31,780
|
New
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$1.92M
|
+$1.85M
|
+29,328
|
New
|
|
|
29
|
AGF Management
Toronto,
Ontario, Canada
|
$1.88M
|
+$711K
|
+11,269
|
+64%
|
|
|
30
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.88M
|
-$107K
|
-1,698
|
-6%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
-$669K
|
-10,604
|
-27%
|
|
|
32
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.8M
|
+$162K
|
+2,564
|
+10%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$1.78M
|
+$1.71M
|
+27,195
|
+41,838%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.71M
|
+$522K
|
+8,277
|
+46%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$1.7M
|
-$157K
|
-2,495
|
-9%
|
|
|
36
|
Penobscot Wealth Management
Portland,
Maine
|
$1.59M
|
+$28K
|
+444
|
+2%
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$1.52M
|
+$29.3K
|
+465
|
+2%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.46M
|
+$298K
|
+4,724
|
+27%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$1.44M
|
-$1.48M
|
-23,418
|
-51%
|
|
|
40
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.44M
|
-$70.8K
|
-1,122
|
-5%
|
|
|
41
|
|
$1.44M
|
+$47.9K
|
+759
|
+4%
|
|
|
42
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.4M
|
+$60K
|
+951
|
+5%
|
|
|
43
|
Kestra Advisory Services
Austin,
Texas
|
$1.27M
|
-$949K
|
-15,047
|
-44%
|
|
|
44
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.23M
|
-$9.33K
|
-148
|
-0.8%
|
|
|
45
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.2M
|
+$41K
|
+650
|
+4%
|
|
|
46
|
Pathway Financial Advisers
Auburn,
Indiana
|
$1.16M
|
-$196K
|
-3,109
|
-15%
|
|
|
47
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.15M
|
-$913K
|
-14,478
|
-45%
|
|
|
48
|
Caxton Associates (New York)
New York
|
$1.01M
|
+$975K
|
+15,465
|
New
|
|
|
49
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$969K
|
-$171K
|
-2,714
|
-15%
|
|
|
50
|
NewEdge Advisors
New Orleans,
Louisiana
|
$931K
|
+$263K
|
+4,174
|
+41%
|
|
