|
26
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.61M
|
-$165K
|
-3,261
|
-3%
|
|
|
27
|
Demars Financial Group
Spokane Valley,
Washington
|
$4.4M
|
+$207K
|
+4,104
|
+5%
|
|
|
28
|
|
$3.65M
|
+$1.19M
|
+23,605
|
+49%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$3.62M
|
+$673K
|
+13,325
|
+23%
|
|
|
30
|
WBI Investments
Red Bank,
New Jersey
|
$3.34M
|
+$2.25M
|
+44,473
|
+213%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.05M
|
+$1.54M
|
+30,579
|
+105%
|
|
|
32
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.01M
|
-$1.99M
|
-39,365
|
-40%
|
|
|
33
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$2.98M
|
+$7.12K
|
+141
|
+0.2%
|
|
|
34
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$2.96M
|
+$2.94M
|
+58,233
|
New
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$2.72M
|
-$11.1M
|
-220,334
|
-81%
|
|
|
36
|
Atria Wealth Solutions
New York
|
$2.65M
|
+$775K
|
+15,362
|
+42%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$2.57M
|
-$84K
|
-1,664
|
-3%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$2.46M
|
+$272K
|
+5,398
|
+13%
|
|
|
39
|
Univest Financial
Souderton,
Pennsylvania
|
$2.42M
|
-$876K
|
-17,362
|
-27%
|
|
|
40
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.27M
|
-$1.03M
|
-20,439
|
-32%
|
|
|
41
|
Principal Securities
Des Moines,
Iowa
|
$2.1M
|
–
|
–
|
–
|
|
|
42
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.09M
|
+$474K
|
+9,394
|
+30%
|
|
|
43
|
Walker Financial Services
Bowling Green,
Kentucky
|
$1.99M
|
+$131K
|
+2,592
|
+7%
|
|
|
44
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.92M
|
+$101K
|
+2,000
|
+6%
|
|
|
45
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.91M
|
-$76K
|
-1,505
|
-4%
|
|
|
46
|
Arax Advisory Partners
Denver,
Colorado
|
$1.87M
|
+$137K
|
+2,723
|
+8%
|
|
|
47
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.74M
|
+$65.4K
|
+1,296
|
+4%
|
|
|
48
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.69M
|
+$110K
|
+2,175
|
+7%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$1.55M
|
+$52.8K
|
+1,045
|
+4%
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$1.5M
|
-$330K
|
-6,530
|
-18%
|
|
