|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$4.7M
|
+$315K
|
+5,762
|
+7%
|
|
|
27
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$4.22M
|
+$18.7K
|
+343
|
+0.5%
|
|
|
28
|
Richard C. Young & Co
Newport,
Rhode Island
|
$4.16M
|
-$52.2K
|
-956
|
-1%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$4.13M
|
-$730K
|
-13,374
|
-15%
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$4.03M
|
+$323K
|
+5,912
|
+9%
|
|
|
31
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.65M
|
+$710
|
+13
|
+0%
|
|
|
32
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.41M
|
+$89.4K
|
+1,638
|
+3%
|
|
|
33
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$3.4M
|
-$359K
|
-6,569
|
-10%
|
|
|
34
|
Waverly Advisors
Birmingham,
Alabama
|
$3.26M
|
-$232K
|
-4,244
|
-7%
|
|
|
35
|
GSB Wealth Management
Guilford,
Connecticut
|
$3.25M
|
+$160K
|
+2,936
|
+5%
|
|
|
36
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.2M
|
+$809K
|
+14,817
|
+35%
|
|
|
37
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.95M
|
-$316K
|
-5,785
|
-10%
|
|
|
38
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.89M
|
+$49.1K
|
+900
|
+2%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.88M
|
+$2.34M
|
+42,814
|
+522%
|
|
|
40
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.75M
|
+$129K
|
+2,363
|
+5%
|
|
|
41
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.7M
|
+$236K
|
+4,326
|
+10%
|
|
|
42
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.69M
|
-$242K
|
-4,437
|
-9%
|
|
|
43
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.63M
|
+$2.54M
|
+46,603
|
New
|
|
|
44
|
Yoder Wealth Management
Walnut Creek,
California
|
$2.54M
|
+$180K
|
+3,294
|
+8%
|
|
|
45
|
Mercer Global Advisors
Denver,
Colorado
|
$2.5M
|
+$1.74M
|
+31,934
|
+260%
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$2.43M
|
-$142K
|
-2,594
|
-6%
|
|
|
47
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.3M
|
+$279K
|
+5,105
|
+14%
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$2.17M
|
+$382K
|
+7,000
|
+22%
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$1.92M
|
-$74.4K
|
-1,363
|
-4%
|
|
|
50
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.92M
|
+$44.8K
|
+821
|
+2%
|
|
