|
26
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$431K
|
–
|
–
|
–
|
|
|
27
|
Procyon Advisors
Shelton,
Connecticut
|
$420K
|
+$416K
|
+3,988
|
New
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$420K
|
+$2.5K
|
+24
|
+0.6%
|
|
|
29
|
German American Bancorp
Jasper,
Indiana
|
$415K
|
–
|
–
|
–
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$403K
|
–
|
–
|
–
|
|
|
31
|
5T Wealth
Napa,
California
|
$403K
|
-$3.03K
|
-29
|
-0.8%
|
|
|
32
|
Modern Wealth Management
Lenexa,
Kansas
|
$391K
|
-$63.3K
|
-606
|
-14%
|
|
|
33
|
TSA Wealth Management
Houston,
Texas
|
$390K
|
-$33.1K
|
-317
|
-8%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$383K
|
+$1.67K
|
+16
|
+0.4%
|
|
|
35
|
Cypress Wealth Services
Palm Desert,
California
|
$377K
|
–
|
–
|
–
|
|
|
36
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$347K
|
+$104K
|
+994
|
+43%
|
|
|
37
|
Davenport & Co
Richmond,
Virginia
|
$343K
|
-$17.3K
|
-166
|
-5%
|
|
|
38
|
Kickstand Ventures
Pittsford,
New York
|
$341K
|
-$7.31K
|
-70
|
-2%
|
|
|
39
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$312K
|
-$29K
|
-278
|
-9%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$304K
|
-$8.77K
|
-84
|
-3%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$287K
|
+$7.52K
|
+72
|
+3%
|
|
|
42
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$258K
|
–
|
–
|
–
|
|
|
43
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$241K
|
-$219K
|
-2,100
|
-48%
|
|
|
44
|
Csenge Advisory Group
Clearwater,
Florida
|
$233K
|
-$2.61K
|
-25
|
-1%
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$220K
|
-$12.4K
|
-119
|
-5%
|
|
|
46
|
Focus Financial Network
Minneapolis,
Minnesota
|
$212K
|
+$7.2K
|
+69
|
+4%
|
|
|
47
|
First National Trust
Hermitage,
Pennsylvania
|
$211K
|
–
|
–
|
–
|
|
|
48
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$202K
|
-$456K
|
-4,367
|
-70%
|
|
|
49
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$129K
|
-$28.2K
|
-270
|
-18%
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$59.8K
|
-$14.8K
|
-142
|
-20%
|
|
