|
26
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.2M
|
+$88.3K
|
+3,366
|
+4%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$2.19M
|
-$62.5K
|
-2,383
|
-3%
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.13M
|
+$42.9K
|
+1,636
|
+2%
|
|
|
29
|
PFS Investments
Duluth,
Georgia
|
$2.04M
|
-$550K
|
-20,941
|
-21%
|
|
|
30
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$2M
|
+$362K
|
+13,811
|
+22%
|
|
|
31
|
EP Wealth Advisors
Torrance,
California
|
$1.98M
|
-$1.99M
|
-75,905
|
Closed
|
|
|
32
|
Sonata Capital Group
Seattle,
Washington
|
$1.85M
|
+$273K
|
+10,420
|
+17%
|
|
|
33
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.75M
|
+$1.84K
|
+70
|
+0.1%
|
|
|
34
|
Mercer Global Advisors
Denver,
Colorado
|
$1.69M
|
-$114K
|
-4,348
|
-6%
|
|
|
35
|
Managed Account Services
Coconut Grove,
Florida
|
$1.69M
|
–
|
–
|
–
|
|
|
36
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.62M
|
+$99.9K
|
+3,808
|
+7%
|
|
|
37
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.49M
|
+$163K
|
+6,212
|
+12%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.34M
|
+$196K
|
+7,484
|
+17%
|
|
|
39
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.32M
|
-$34K
|
-1,295
|
-3%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.32M
|
-$177K
|
-6,759
|
-12%
|
|
|
41
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.28M
|
-$2.62K
|
-100
|
-0.2%
|
|
|
42
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.11M
|
–
|
–
|
–
|
|
|
43
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.08M
|
+$191K
|
+7,281
|
+22%
|
|
|
44
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.07M
|
+$55.8K
|
+2,125
|
+6%
|
|
|
45
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.07M
|
-$5.75K
|
-219
|
-0.5%
|
|
|
46
|
Altium Wealth Management
Purchase,
New York
|
$1.02M
|
-$23.3K
|
-887
|
-2%
|
|
|
47
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$986K
|
+$2.05K
|
+78
|
+0.2%
|
|
|
48
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$970K
|
+$17.4K
|
+665
|
+2%
|
|
|
49
|
TLWM Financial
San Antonio,
Texas
|
$945K
|
-$70.8K
|
-2,700
|
-7%
|
|
|
50
|
Corbett Road Capital Management
Mclean,
Virginia
|
$924K
|
-$555K
|
-21,139
|
-38%
|
|
