|
26
|
Principal Financial Group
Des Moines,
Iowa
|
$13.4M
|
-$156K
|
-2,597
|
-1%
|
|
|
27
|
Sachetta
Lynnfield,
Massachusetts
|
$13M
|
+$134K
|
+2,222
|
+1%
|
|
|
28
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$11.2M
|
+$122K
|
+2,030
|
+1%
|
|
|
29
|
Bank of New York Mellon
New York
|
$11M
|
-$5.44M
|
-90,475
|
-34%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.6M
|
+$320K
|
+5,328
|
+3%
|
|
|
31
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.4M
|
+$10.1M
|
+167,456
|
New
|
|
|
32
|
LPL Financial
San Diego,
California
|
$10M
|
+$575K
|
+9,563
|
+6%
|
|
|
33
|
Versant Capital Management
Phoenix,
Arizona
|
$9.99M
|
-$4.51K
|
-75
|
-0%
|
|
|
34
|
PACK Private Wealth
Wayzata,
Minnesota
|
$9.97M
|
+$128K
|
+2,136
|
+1%
|
|
|
35
|
Satovsky Asset Management
New York
|
$8.87M
|
+$167K
|
+2,777
|
+2%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$8.84M
|
+$683K
|
+11,368
|
+9%
|
|
|
37
|
Fiduciary Financial Group
San Rafael,
California
|
$8.56M
|
+$667K
|
+11,102
|
+9%
|
|
|
38
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$7.66M
|
+$711K
|
+11,825
|
+11%
|
|
|
39
|
M&T Bank
Buffalo,
New York
|
$7.66M
|
+$7.17M
|
+119,300
|
+3,019%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.14M
|
-$158K
|
-2,635
|
-2%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.06M
|
+$99.6K
|
+1,657
|
+1%
|
|
|
42
|
Evoke Wealth
Los Angeles,
California
|
$6.58M
|
+$257K
|
+4,268
|
+4%
|
|
|
43
|
Valmark Advisers
Akron,
Ohio
|
$6.37M
|
-$385K
|
-6,412
|
-6%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$6.12M
|
+$382K
|
+6,348
|
+7%
|
|
|
45
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$5.51M
|
+$271K
|
+4,512
|
+5%
|
|
|
46
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$5.49M
|
-$76.8K
|
-1,278
|
-1%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$5.28M
|
+$171K
|
+2,840
|
+3%
|
|
|
48
|
Summit Financial
Parsippany,
New Jersey
|
$5.02M
|
+$17.9K
|
+298
|
+0.4%
|
|
|
49
|
VPR Management
Houston,
Texas
|
$4.82M
|
–
|
–
|
–
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$4.6M
|
+$25.8K
|
+429
|
+0.6%
|
|
