|
26
|
Sachetta
Lynnfield,
Massachusetts
|
$12.2M
|
+$172K
|
+3,027
|
+1%
|
|
|
27
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$10.5M
|
+$284K
|
+4,992
|
+3%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.76M
|
+$258K
|
+4,546
|
+3%
|
|
|
29
|
Versant Capital Management
Phoenix,
Arizona
|
$9.53M
|
-$389K
|
-6,843
|
-4%
|
|
|
30
|
PACK Private Wealth
Wayzata,
Minnesota
|
$9.38M
|
+$256K
|
+4,507
|
+3%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$8.99M
|
-$496K
|
-8,724
|
-5%
|
|
|
32
|
Satovsky Asset Management
New York
|
$8.28M
|
+$105K
|
+1,842
|
+1%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$7.76M
|
+$847K
|
+14,904
|
+13%
|
|
|
34
|
Fiduciary Financial Group
San Rafael,
California
|
$7.5M
|
+$524K
|
+9,217
|
+8%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.96M
|
-$2.37M
|
-41,761
|
-26%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.63M
|
-$477K
|
-8,397
|
-7%
|
|
|
37
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$6.6M
|
+$335K
|
+5,897
|
+6%
|
|
|
38
|
Valmark Advisers
Akron,
Ohio
|
$6.44M
|
-$31.7K
|
-557
|
-0.5%
|
|
|
39
|
Evoke Wealth
Los Angeles,
California
|
$6.01M
|
+$374K
|
+6,586
|
+7%
|
|
|
40
|
|
$5.78M
|
+$5.55M
|
+97,652
|
New
|
|
|
41
|
Rockefeller Capital Management
New York
|
$5.46M
|
+$950K
|
+16,720
|
+22%
|
|
|
42
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$5.3M
|
-$1.93M
|
-33,888
|
-27%
|
|
|
43
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$4.98M
|
+$202K
|
+3,551
|
+4%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$4.86M
|
-$70.3K
|
-1,237
|
-1%
|
|
|
45
|
Summit Financial
Parsippany,
New Jersey
|
$4.77M
|
+$169K
|
+2,972
|
+4%
|
|
|
46
|
Natixis Advisors
Boston,
Massachusetts
|
$4.64M
|
-$219K
|
-3,848
|
-5%
|
|
|
47
|
VPR Management
Houston,
Texas
|
$4.59M
|
–
|
–
|
–
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$4.36M
|
-$136K
|
-2,398
|
-3%
|
|
|
49
|
Fiducient Advisors
Chicago,
Illinois
|
$4.28M
|
-$910K
|
-16,008
|
-18%
|
|
|
50
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.18M
|
+$42.1K
|
+741
|
+1%
|
|
