|
26
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$8.48M
|
+$346K
|
+5,440
|
+4%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.38M
|
-$5.93M
|
-93,141
|
-42%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.18M
|
-$936K
|
-14,693
|
-10%
|
|
|
29
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$8.03M
|
-$982K
|
-15,425
|
-11%
|
|
|
30
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.45M
|
+$4.86M
|
+76,298
|
+190%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.34M
|
-$3.09M
|
-48,490
|
-30%
|
|
|
32
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.55M
|
+$428K
|
+6,726
|
+7%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$6.36M
|
+$4.15M
|
+65,171
|
+190%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$6.28M
|
-$6.05M
|
-94,992
|
-49%
|
|
|
35
|
Larson Financial Group
St Louis,
Missouri
|
$6.22M
|
+$51K
|
+801
|
+0.8%
|
|
|
36
|
Fidelity Investments
Boston,
Massachusetts
|
$5.9M
|
-$349K
|
-5,482
|
-6%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$5.9M
|
-$162K
|
-2,550
|
-3%
|
|
|
38
|
|
$5.72M
|
-$1.72M
|
-27,050
|
-23%
|
|
|
39
|
Spinnaker Trust
Portland,
Maine
|
$5.5M
|
+$301K
|
+4,732
|
+6%
|
|
|
40
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$5.45M
|
-$24.4K
|
-383
|
-0.4%
|
|
|
41
|
Yoder Wealth Management
Walnut Creek,
California
|
$5.14M
|
+$247K
|
+3,880
|
+5%
|
|
|
42
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.12M
|
-$55.1K
|
-866
|
-1%
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$5.07M
|
+$3.89M
|
+61,055
|
+336%
|
|
|
44
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.03M
|
-$252K
|
-3,952
|
-5%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$4.83M
|
+$300K
|
+4,712
|
+7%
|
|
|
46
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$4.59M
|
+$160K
|
+2,513
|
+4%
|
|
|
47
|
Aprio Wealth Management
Atlanta,
Georgia
|
$4.42M
|
-$949K
|
-14,908
|
-18%
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$4.23M
|
-$23.2K
|
-365
|
-0.5%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.09M
|
+$409K
|
+6,425
|
+11%
|
|
|
50
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$3.64M
|
-$63K
|
-990
|
-2%
|
|
