|
26
|
Paradiem
Covington,
Louisiana
|
$1.7M
|
–
|
–
|
–
|
|
|
27
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.66M
|
+$1.66M
|
+64,786
|
New
|
|
|
28
|
Wealthquest
Cincinnati,
Ohio
|
$1.62M
|
-$591K
|
-23,076
|
-27%
|
|
|
29
|
Sonata Capital Group
Seattle,
Washington
|
$1.47M
|
-$13K
|
-508
|
-0.9%
|
|
|
30
|
|
$1.45M
|
-$1.26M
|
-49,227
|
-47%
|
|
|
31
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.32M
|
+$1.32M
|
+51,563
|
New
|
|
|
32
|
Praetorian Wealth Management
Carmel,
California
|
$1.31M
|
-$171K
|
-6,678
|
-12%
|
|
|
33
|
EP Wealth Advisors
Torrance,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.25M
|
+$15.3K
|
+597
|
+1%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$1.24M
|
-$70.4K
|
-2,750
|
-5%
|
|
|
36
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.23M
|
-$1.09M
|
-42,612
|
-47%
|
|
|
37
|
Mercer Global Advisors
Denver,
Colorado
|
$1.22M
|
-$161K
|
-6,300
|
-12%
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$1.2M
|
-$4.92K
|
-192
|
-0.4%
|
|
|
39
|
Valmark Advisers
Akron,
Ohio
|
$1.15M
|
-$123K
|
-4,797
|
-10%
|
|
|
40
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.15M
|
+$1.15M
|
+44,901
|
New
|
|
|
41
|
Global Financial Private Client
Sarasota,
Florida
|
$1.12M
|
+$79.1K
|
+3,089
|
+8%
|
|
|
42
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.12M
|
-$33.4K
|
-1,306
|
-3%
|
|
|
43
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.09M
|
–
|
–
|
–
|
|
|
44
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.07M
|
-$262K
|
-10,244
|
-20%
|
|
|
45
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$1.04M
|
–
|
–
|
–
|
|
|
46
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
47
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$932K
|
-$216K
|
-8,420
|
-19%
|
|
|
48
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$927K
|
+$768
|
+30
|
+0.1%
|
|
|
49
|
Kestra Private Wealth Services
Austin,
Texas
|
$922K
|
+$76.2K
|
+2,978
|
+9%
|
|
|
50
|
American Portfolios Advisors
Holbrook,
New York
|
$916K
|
-$238K
|
-9,310
|
-21%
|
|
