|
51
|
First National Corp
Rockland,
Massachusetts
|
$1.55M
|
–
|
–
|
–
|
|
|
52
|
NWAM LLC
Mercer Island,
Washington
|
$1.55M
|
+$169K
|
+6,563
|
+12%
|
|
|
53
|
Atria Investments
Charlotte,
North Carolina
|
$1.53M
|
+$74.2K
|
+2,881
|
+5%
|
|
|
54
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.49M
|
-$14.1K
|
-546
|
-0.9%
|
|
|
55
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.49M
|
-$761K
|
-29,543
|
-34%
|
|
|
56
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.49M
|
-$761K
|
-29,543
|
-34%
|
|
|
57
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$1.48M
|
-$75K
|
-2,911
|
-5%
|
|
|
58
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$1.47M
|
+$128K
|
+4,949
|
+10%
|
|
|
59
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.43M
|
+$538K
|
+20,874
|
+61%
|
|
|
60
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.26M
|
+$64.6K
|
+2,509
|
+5%
|
|
|
61
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.23M
|
-$153K
|
-5,952
|
-11%
|
|
|
62
|
Sachetta
Lynnfield,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
63
|
AGF Management
Toronto,
Ontario, Canada
|
$1.14M
|
+$304K
|
+11,782
|
+37%
|
|
|
64
|
Life Planning Partners
Jacksonville,
Florida
|
$1.11M
|
+$74.1K
|
+2,875
|
+7%
|
|
|
65
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.07M
|
+$589K
|
+22,874
|
+126%
|
|
|
66
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1M
|
+$46.1K
|
+1,789
|
+5%
|
|
|
67
|
Smith, Moore & Co
Clayton,
Missouri
|
$969K
|
+$3.04K
|
+118
|
+0.3%
|
|
|
68
|
Blue Trust Inc
Alpharetta,
Georgia
|
$954K
|
-$2.05M
|
-79,706
|
-69%
|
|
|
69
|
Rather & Kittrell
Knoxville,
Tennessee
|
$936K
|
-$33.8K
|
-1,310
|
-4%
|
|
|
70
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$877K
|
+$108K
|
+4,184
|
+14%
|
|
|
71
|
Cedar Wealth Management
Walnut Creek,
California
|
$869K
|
-$21.3K
|
-825
|
-2%
|
|
|
72
|
Mutual Advisors
Omaha,
Nebraska
|
$841K
|
-$12.6K
|
-489
|
-1%
|
|
|
73
|
Tortoise Investment Management
White Plains,
New York
|
$830K
|
-$10.7K
|
-416
|
-1%
|
|
|
74
|
HF Advisory Group
Annapolis,
Maryland
|
$811K
|
+$63K
|
+2,446
|
+9%
|
|
|
75
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$810K
|
+$107K
|
+4,171
|
+16%
|
|
