|
26
|
|
$4.51M
|
+$4.19M
|
+68,157
|
+1,088%
|
|
|
27
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.99M
|
+$2.99M
|
+48,634
|
+282%
|
|
|
28
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.77M
|
-$32.9K
|
-535
|
-0.9%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$2.88M
|
+$244K
|
+3,964
|
+9%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$2.75M
|
+$253K
|
+4,113
|
+10%
|
|
|
31
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.69M
|
-$24.6K
|
-400
|
-0.9%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.59M
|
-$843K
|
-13,705
|
-24%
|
|
|
33
|
Howard Capital Management
Roswell,
Georgia
|
$2.56M
|
+$604K
|
+9,829
|
+30%
|
|
|
34
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$2.16M
|
-$57.1K
|
-928
|
-3%
|
|
|
35
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$2.07M
|
+$3.14K
|
+51
|
+0.1%
|
|
|
36
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.02M
|
-$144K
|
-2,348
|
-7%
|
|
|
37
|
Asset Allocation Strategies
Farmington,
Michigan
|
$1.94M
|
-$157K
|
-2,551
|
-7%
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.74M
|
+$23.3K
|
+379
|
+1%
|
|
|
39
|
Tempus Wealth Planning
Irvine,
California
|
$1.68M
|
–
|
–
|
–
|
|
|
40
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.49M
|
+$257K
|
+4,181
|
+21%
|
|
|
41
|
Argent Trust Co
Nashville,
Tennessee
|
$1.45M
|
-$208K
|
-3,382
|
-12%
|
|
|
42
|
Sequent Asset Management
Houston,
Texas
|
$1.38M
|
–
|
–
|
–
|
|
|
43
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.29M
|
+$3.94K
|
+64
|
+0.3%
|
|
|
44
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.27M
|
–
|
–
|
–
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$1.15M
|
+$1.17M
|
+19,050
|
New
|
|
|
46
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.13M
|
+$21.8K
|
+355
|
+2%
|
|
|
47
|
Westside Investment Management
Santa Monica,
California
|
$893K
|
-$58.4K
|
-950
|
-6%
|
|
|
48
|
|
$869K
|
+$882K
|
+14,342
|
New
|
|
|
49
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$866K
|
+$123
|
+2
|
+0%
|
|
|
50
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$833K
|
-$46.2K
|
-751
|
-5%
|
|
