|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$4.55M
|
+$425K
|
+6,187
|
+10%
|
|
|
27
|
Procyon Advisors
Shelton,
Connecticut
|
$4.49M
|
+$4.49M
|
+65,356
|
New
|
|
|
28
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.01M
|
+$470K
|
+6,835
|
+13%
|
|
|
29
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.86M
|
+$3.86M
|
+56,183
|
New
|
|
|
30
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.6M
|
-$180K
|
-2,618
|
-5%
|
|
|
31
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$3.6M
|
+$246K
|
+3,583
|
+7%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.49M
|
-$59.5K
|
-866
|
-2%
|
|
|
33
|
Mariner
Overland Park,
Kansas
|
$3.34M
|
-$209K
|
-3,035
|
-6%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.18M
|
-$4.8M
|
-69,890
|
-60%
|
|
|
35
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.71M
|
+$580K
|
+8,439
|
+27%
|
|
|
36
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.71M
|
+$580K
|
+8,439
|
+27%
|
|
|
37
|
|
$2.62M
|
+$2.62M
|
+38,131
|
New
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.38M
|
-$2.15M
|
-31,267
|
-47%
|
|
|
39
|
Lynch & Associates
Newburgh,
Indiana
|
$2.35M
|
-$22.3K
|
-324
|
-0.9%
|
|
|
40
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.33M
|
-$74.1K
|
-1,079
|
-3%
|
|
|
41
|
EP Wealth Advisors
Torrance,
California
|
$2.31M
|
-$412
|
-6
|
-0%
|
|
|
42
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.3M
|
-$80.7K
|
-1,174
|
-3%
|
|
|
43
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$2.19M
|
+$2.19M
|
+31,889
|
New
|
|
|
44
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.12M
|
+$2.06K
|
+30
|
+0.1%
|
|
|
45
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.05M
|
+$7.63K
|
+111
|
+0.4%
|
|
|
46
|
Snowden Capital Advisors
New York
|
$2M
|
-$49.8K
|
-724
|
-2%
|
|
|
47
|
Maxele Advisors
Webster Groves,
Missouri
|
$1.92M
|
+$1.92M
|
+27,931
|
New
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$1.91M
|
+$1.44M
|
+20,997
|
+310%
|
|
|
49
|
KDK Private Wealth Management
Houston,
Texas
|
$1.86M
|
+$1.86M
|
+27,021
|
New
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$1.82M
|
-$80.7K
|
-1,175
|
-4%
|
|
