|
26
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.08M
|
+$288K
|
+11,016
|
+16%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.05M
|
-$449K
|
-17,175
|
-18%
|
|
|
28
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.01M
|
+$994K
|
+37,994
|
+94%
|
|
|
29
|
EP Wealth Advisors
Torrance,
California
|
$1.97M
|
+$728K
|
+27,836
|
+58%
|
|
|
30
|
Central Trust Company
Jefferson City,
Missouri
|
$1.89M
|
-$39.2K
|
-1,500
|
-2%
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$1.78M
|
+$93.6K
|
+3,579
|
+6%
|
|
|
32
|
LifeSteps Financial
Claremont,
California
|
$1.73M
|
+$108K
|
+4,139
|
+7%
|
|
|
33
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.73M
|
-$16.8K
|
-643
|
-1%
|
|
|
34
|
Managed Account Services
Coconut Grove,
Florida
|
$1.63M
|
-$39K
|
-1,491
|
-2%
|
|
|
35
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.61M
|
–
|
–
|
–
|
|
|
36
|
Sonata Capital Group
Seattle,
Washington
|
$1.56M
|
+$4.97K
|
+190
|
+0.3%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.5M
|
+$1.51M
|
+57,664
|
New
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.47M
|
-$281K
|
-10,742
|
-16%
|
|
|
39
|
Corbett Road Capital Management
Mclean,
Virginia
|
$1.46M
|
-$68.9K
|
-2,633
|
-4%
|
|
|
40
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.34M
|
-$313K
|
-11,970
|
-19%
|
|
|
41
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.31M
|
+$800K
|
+30,581
|
+155%
|
|
|
42
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.26M
|
+$37K
|
+1,415
|
+3%
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$1.2M
|
+45,848
|
New
|
|
|
44
|
First National Corp
Rockland,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
-$26.8K
|
-1,024
|
-2%
|
|
|
46
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.1M
|
–
|
–
|
–
|
|
|
47
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.06M
|
-$30K
|
-1,146
|
-3%
|
|
|
48
|
Altium Wealth Management
Purchase,
New York
|
$1.02M
|
-$8.63K
|
-330
|
-0.8%
|
|
|
49
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1M
|
-$50.7K
|
-1,940
|
-5%
|
|
|
50
|
TLWM Financial
San Antonio,
Texas
|
$1M
|
–
|
–
|
–
|
|
