|
26
|
Central Trust Company
Jefferson City,
Missouri
|
$1.94M
|
+$238K
|
+9,100
|
+14%
|
|
|
27
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.8M
|
+$1.8M
|
+68,913
|
New
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.76M
|
+$191K
|
+7,290
|
+12%
|
|
|
29
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.75M
|
-$395K
|
-15,100
|
-18%
|
|
|
30
|
Managed Account Services
Coconut Grove,
Florida
|
$1.71M
|
–
|
–
|
–
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$1.7M
|
+$667K
|
+25,488
|
+65%
|
|
|
32
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.66M
|
-$40.9K
|
-1,562
|
-2%
|
|
|
33
|
LifeSteps Financial
Claremont,
California
|
$1.63M
|
+$1.63M
|
+62,218
|
New
|
|
|
34
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.62M
|
–
|
–
|
–
|
|
|
35
|
Sonata Capital Group
Seattle,
Washington
|
$1.56M
|
+$319K
|
+12,210
|
+26%
|
|
|
36
|
Corbett Road Capital Management
Mclean,
Virginia
|
$1.54M
|
+$1.54M
|
+58,764
|
New
|
|
|
37
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$1.31M
|
+$21.4K
|
+816
|
+2%
|
|
|
38
|
EP Wealth Advisors
Torrance,
California
|
$1.26M
|
+$1.26M
|
+48,069
|
New
|
|
|
39
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.23M
|
+$126K
|
+4,800
|
+11%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
+$30.2K
|
+1,153
|
+3%
|
|
|
41
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.1M
|
–
|
–
|
–
|
|
|
42
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.1M
|
-$27.4K
|
-1,047
|
-2%
|
|
|
43
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.06M
|
+$62.6K
|
+2,391
|
+6%
|
|
|
44
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
45
|
Altium Wealth Management
Purchase,
New York
|
$1.04M
|
-$79.9K
|
-3,055
|
-7%
|
|
|
46
|
TLWM Financial
San Antonio,
Texas
|
$1.01M
|
–
|
–
|
–
|
|
|
47
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$973K
|
+$103K
|
+3,920
|
+12%
|
|
|
48
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$953K
|
+$193K
|
+7,390
|
+25%
|
|
|
49
|
Regions Financial Corp
Birmingham,
Alabama
|
$855K
|
+$5.6K
|
+214
|
+0.7%
|
|
|
50
|
AllSquare Wealth Management
Albany,
New York
|
$766K
|
–
|
–
|
–
|
|
