|
26
|
Steward Partners Investment Advisory
New York
|
$5.34M
|
+$946K
|
+16,166
|
+22%
|
|
|
27
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$4.67M
|
+$157K
|
+2,681
|
+3%
|
|
|
28
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.42M
|
+$114K
|
+1,948
|
+3%
|
|
|
29
|
Richard C. Young & Co
Newport,
Rhode Island
|
$4.32M
|
+$18K
|
+308
|
+0.4%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
+$493K
|
+8,421
|
+13%
|
|
|
31
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$4.2M
|
+$39.8K
|
+681
|
+1%
|
|
|
32
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$3.82M
|
-$1.69M
|
-28,900
|
-31%
|
|
|
33
|
Bank of New York Mellon
New York
|
$3.77M
|
+$584K
|
+9,975
|
+18%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$3.74M
|
+$232K
|
+3,968
|
+7%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.68M
|
+$2.03M
|
+34,647
|
+122%
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.51M
|
+$37.5K
|
+641
|
+1%
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$3.49M
|
+$320K
|
+5,478
|
+10%
|
|
|
38
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.46M
|
-$5.21K
|
-89
|
-0.2%
|
|
|
39
|
Targeted Financial Services
Seminole,
Florida
|
$3.42M
|
+$81.1K
|
+1,386
|
+2%
|
|
|
40
|
GSB Wealth Management
Guilford,
Connecticut
|
$3.22M
|
-$47.3K
|
-808
|
-1%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.18M
|
-$1.26M
|
-21,528
|
-28%
|
|
|
42
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.06M
|
-$55.7K
|
-952
|
-2%
|
|
|
43
|
Simon Quick Advisors
Morristown,
New Jersey
|
$3.05M
|
-$7.55K
|
-129
|
-0.2%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$2.93M
|
-$329K
|
-5,621
|
-10%
|
|
|
45
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.62M
|
-$190K
|
-3,245
|
-7%
|
|
|
46
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.61M
|
+$57.2K
|
+978
|
+2%
|
|
|
47
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.53M
|
-$1.29M
|
-22,094
|
-34%
|
|
|
48
|
Richmond Brothers
Jackson,
Michigan
|
$2.45M
|
+$2.45M
|
+41,897
|
New
|
|
|
49
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$2.45M
|
-$33.2K
|
-567
|
-1%
|
|
|
50
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$2.43M
|
+$54.9K
|
+938
|
+2%
|
|
