|
26
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$4.05M
|
+$457K
|
+8,948
|
+12%
|
|
|
27
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.87M
|
-$28.9K
|
-565
|
-0.7%
|
|
|
28
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$3.8M
|
-$751K
|
-14,686
|
-16%
|
|
|
29
|
|
$3.31M
|
-$123K
|
-2,405
|
-3%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$3.28M
|
+$497K
|
+9,728
|
+17%
|
|
|
31
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.91M
|
-$5.94M
|
-116,234
|
-67%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$2.89M
|
+$65.6K
|
+1,283
|
+2%
|
|
|
33
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$2.81M
|
+$8.59K
|
+168
|
+0.3%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
+$42.6K
|
+834
|
+2%
|
|
|
35
|
Waverly Advisors
Birmingham,
Alabama
|
$2.66M
|
-$234K
|
-4,573
|
-8%
|
|
|
36
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.64M
|
+$282K
|
+5,525
|
+12%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$2.39M
|
-$13K
|
-254
|
-0.5%
|
|
|
38
|
Walker Financial Services
Bowling Green,
Kentucky
|
$1.82M
|
-$217K
|
-4,248
|
-10%
|
|
|
39
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.81M
|
+$117K
|
+2,288
|
+7%
|
|
|
40
|
Principal Securities
Des Moines,
Iowa
|
$1.66M
|
-$145K
|
-2,829
|
-8%
|
|
|
41
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.65M
|
-$76.8K
|
-1,502
|
-4%
|
|
|
42
|
Bank of New York Mellon
New York
|
$1.63M
|
+$964K
|
+18,855
|
+135%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$1.62M
|
-$526K
|
-10,285
|
-24%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$1.59M
|
+$152K
|
+2,976
|
+10%
|
|
|
45
|
Lynch & Associates
Newburgh,
Indiana
|
$1.46M
|
+$66.5K
|
+1,300
|
+5%
|
|
|
46
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.4M
|
+$9.81K
|
+192
|
+0.7%
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.37M
|
-$1.23M
|
-24,145
|
-47%
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$1.36M
|
-$144K
|
-2,812
|
-9%
|
|
|
49
|
Raymond James Financial
St Petersburg,
Florida
|
$1.36M
|
+$945K
|
+18,481
|
+210%
|
|
|
50
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.34M
|
-$280K
|
-5,475
|
-17%
|
|
