|
26
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$6.78M
|
+$439K
|
+7,326
|
+7%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.04M
|
–
|
–
|
–
|
|
|
28
|
Empirical Wealth Management
Seattle,
Washington
|
$5.93M
|
-$141K
|
-2,363
|
-2%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.56M
|
-$215K
|
-3,590
|
-4%
|
|
|
30
|
|
$5.47M
|
+$663K
|
+11,069
|
+14%
|
|
|
31
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$5.37M
|
+$2.99M
|
+49,920
|
+125%
|
|
|
32
|
United Services Automobile Association
San Antonio,
Texas
|
$5.37M
|
+$4.18M
|
+69,861
|
+350%
|
|
|
33
|
Axiom Financial Strategies
New Albany,
Indiana
|
$5.32M
|
+$2.45M
|
+40,973
|
+86%
|
|
|
34
|
AssetMark Inc
Concord,
California
|
$4.86M
|
-$20.8M
|
-347,367
|
-81%
|
|
|
35
|
Parallax Volatility Advisers
San Francisco,
California
|
$4.82M
|
+$4.83M
|
+80,586
|
New
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.62M
|
-$976K
|
-16,303
|
-17%
|
|
|
37
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.49M
|
+$772K
|
+12,889
|
+21%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.33M
|
+$249K
|
+4,151
|
+6%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.1M
|
-$3.69M
|
-61,653
|
-47%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.05M
|
-$781K
|
-13,049
|
-16%
|
|
|
41
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$4M
|
+$4.01M
|
+66,945
|
New
|
|
|
42
|
Sage Advisory Services
Austin,
Texas
|
$3.84M
|
+$162K
|
+2,706
|
+4%
|
|
|
43
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.71M
|
-$416K
|
-6,946
|
-10%
|
|
|
44
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.61M
|
+$2.96M
|
+49,514
|
+454%
|
|
|
45
|
Insight Wealth Strategies
San Ramon,
California
|
$3.4M
|
+$1.01M
|
+16,801
|
+42%
|
|
|
46
|
Charles Schwab
San Francisco,
California
|
$3.21M
|
-$512K
|
-8,544
|
-14%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$3.15M
|
+$18.1K
|
+303
|
+0.6%
|
|
|
48
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.12M
|
-$2.4K
|
-40
|
-0.1%
|
|
|
49
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$3.09M
|
-$166K
|
-2,770
|
-5%
|
|
|
50
|
Victory Capital Management
San Antonio,
Texas
|
$3.05M
|
+$1.5M
|
+25,000
|
+96%
|
|
