|
26
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.13M
|
+$106K
|
+1,909
|
+4%
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$3.06M
|
+$231K
|
+4,157
|
+9%
|
|
|
28
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.96M
|
-$11.7K
|
-211
|
-0.4%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$2.87M
|
+$58.7K
|
+1,055
|
+2%
|
|
|
30
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.73M
|
+$107K
|
+1,916
|
+4%
|
|
|
31
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$2.41M
|
+$321K
|
+5,766
|
+17%
|
|
|
32
|
|
$2.28M
|
-$161K
|
-2,887
|
-7%
|
|
|
33
|
EP Wealth Advisors
Torrance,
California
|
$2.19M
|
-$268K
|
-4,805
|
-12%
|
|
|
34
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.18M
|
-$110K
|
-1,971
|
-5%
|
|
|
35
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.04M
|
+$25.1K
|
+450
|
+1%
|
|
|
36
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.97M
|
-$855K
|
-15,348
|
-32%
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.97M
|
-$855K
|
-15,348
|
-32%
|
|
|
38
|
Lynch & Associates
Newburgh,
Indiana
|
$1.94M
|
+$147K
|
+2,642
|
+9%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$1.8M
|
+$649K
|
+11,656
|
+63%
|
|
|
40
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.74M
|
-$2.18M
|
-39,119
|
-57%
|
|
|
41
|
Snowden Capital Advisors
New York
|
$1.71M
|
+$478K
|
+8,590
|
+42%
|
|
|
42
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.7M
|
+$201K
|
+3,605
|
+14%
|
|
|
43
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.68M
|
-$8.35M
|
-149,900
|
-84%
|
|
|
44
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.66M
|
-$5.57K
|
-100
|
-0.4%
|
|
|
45
|
PFG Advisors
Phoenix,
Arizona
|
$1.65M
|
+$29.7K
|
+533
|
+2%
|
|
|
46
|
Atria Wealth Solutions
New York
|
$1.61M
|
+$14K
|
+251
|
+0.9%
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.59M
|
-$137K
|
-2,455
|
-8%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
-$1.4M
|
-25,084
|
-49%
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
$1.39M
|
+$13.2K
|
+237
|
+1%
|
|
|
50
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.26M
|
-$136K
|
-2,446
|
-10%
|
|
