|
26
|
Yoder Wealth Management
Walnut Creek,
California
|
$5.3M
|
+$728K
|
+7,174
|
+16%
|
|
|
27
|
KCM Investment Advisors
Greenbrae,
California
|
$5.17M
|
–
|
–
|
–
|
|
|
28
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.04M
|
+$53.6K
|
+528
|
+1%
|
|
|
29
|
SFI Advisors
Montclair,
New Jersey
|
$4.9M
|
-$122K
|
-1,206
|
-2%
|
|
|
30
|
Grimes & Company
Westborough,
Massachusetts
|
$4.38M
|
-$488K
|
-4,805
|
-10%
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$4.32M
|
+$42.4K
|
+418
|
+1%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$3.9M
|
-$1.39M
|
-13,666
|
-26%
|
|
|
33
|
|
$3.62M
|
+$963K
|
+9,486
|
+36%
|
|
|
34
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.57M
|
+$52.6K
|
+518
|
+2%
|
|
|
35
|
Penobscot Wealth Management
Portland,
Maine
|
$3.52M
|
+$117K
|
+1,155
|
+3%
|
|
|
36
|
CX Institutional
Auburn,
Indiana
|
$3.48M
|
+$182K
|
+1,792
|
+6%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.36M
|
+$265K
|
+2,613
|
+9%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$3.29M
|
+$669K
|
+6,591
|
+26%
|
|
|
39
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$3.22M
|
+$196K
|
+1,927
|
+7%
|
|
|
40
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.65M
|
-$15.1K
|
-149
|
-0.6%
|
|
|
41
|
Waverly Advisors
Birmingham,
Alabama
|
$2.51M
|
+$2.49M
|
+24,521
|
New
|
|
|
42
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$2.47M
|
+$4.87K
|
+48
|
+0.2%
|
|
|
43
|
Maxele Advisors
Webster Groves,
Missouri
|
$2.44M
|
-$62.3K
|
-614
|
-3%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.33M
|
+$124K
|
+1,224
|
+6%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$49.2K
|
+485
|
+2%
|
|
|
46
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.31M
|
-$39.5K
|
-389
|
-2%
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.26M
|
+$2.25M
|
+22,112
|
New
|
|
|
48
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$2.21M
|
+$2.19M
|
+21,590
|
New
|
|
|
49
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.06M
|
-$13.6K
|
-134
|
-0.7%
|
|
|
50
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$2.05M
|
-$366K
|
-3,607
|
-15%
|
|
