|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$3.83M
|
+$211K
|
+3,438
|
+6%
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$3.68M
|
-$665K
|
-10,815
|
-16%
|
|
|
28
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.52M
|
+$68.2K
|
+1,109
|
+2%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$3.3M
|
+$216K
|
+3,509
|
+7%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.3M
|
-$341K
|
-5,541
|
-10%
|
|
|
31
|
Yoder Wealth Management
Walnut Creek,
California
|
$3.29M
|
+$225K
|
+3,653
|
+8%
|
|
|
32
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$3.11M
|
+$506K
|
+8,225
|
+20%
|
|
|
33
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.24M
|
-$38.3K
|
-623
|
-2%
|
|
|
34
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.21M
|
+$33.6K
|
+546
|
+2%
|
|
|
35
|
Lynch & Associates
Newburgh,
Indiana
|
$2.21M
|
+$79.3K
|
+1,289
|
+4%
|
|
|
36
|
EP Wealth Advisors
Torrance,
California
|
$2.15M
|
-$143K
|
-2,326
|
-6%
|
|
|
37
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.98M
|
-$138K
|
-2,238
|
-7%
|
|
|
38
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.98M
|
-$138K
|
-2,238
|
-7%
|
|
|
39
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.97M
|
+$43.4K
|
+706
|
+2%
|
|
|
40
|
Snowden Capital Advisors
New York
|
$1.9M
|
+$22.6K
|
+367
|
+1%
|
|
|
41
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.9M
|
+$73.4K
|
+1,194
|
+4%
|
|
|
42
|
Ameriprise
Minneapolis,
Minnesota
|
$1.76M
|
-$28.5K
|
-464
|
-2%
|
|
|
43
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
-$489K
|
-7,951
|
-25%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$1.53M
|
+$1.14M
|
+18,535
|
+341%
|
|
|
46
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.41M
|
+$62.3K
|
+1,014
|
+5%
|
|
|
47
|
VCI Wealth Management
St Louis,
Missouri
|
$1.39M
|
-$1.88M
|
-30,651
|
-59%
|
|
|
48
|
Atria Wealth Solutions
New York
|
$1.35M
|
+$121K
|
+1,964
|
+10%
|
|
|
49
|
Mercer Global Advisors
Denver,
Colorado
|
$1.25M
|
+$235K
|
+3,829
|
+24%
|
|
|
50
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.2M
|
-$41.1K
|
-669
|
-3%
|
|
