|
26
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.55M
|
+$1.24M
|
+46,986
|
+94%
|
|
|
27
|
Central Trust Company
Jefferson City,
Missouri
|
$2.33M
|
-$53.8K
|
-2,040
|
-2%
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.31M
|
-$31.1K
|
-1,180
|
-1%
|
|
|
29
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.28M
|
-$67.8K
|
-2,572
|
-3%
|
|
|
30
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.24M
|
-$1.37M
|
-51,890
|
-38%
|
|
|
31
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$2.05M
|
+$2.05M
|
+77,769
|
New
|
|
|
32
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.92M
|
+$436K
|
+16,550
|
+29%
|
|
|
33
|
EP Wealth Advisors
Torrance,
California
|
$1.89M
|
-$85.7K
|
-3,250
|
-4%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
+$111K
|
+4,203
|
+6%
|
|
|
35
|
Managed Account Services
Coconut Grove,
Florida
|
$1.68M
|
–
|
–
|
–
|
|
|
36
|
Paradiem
Covington,
Louisiana
|
$1.65M
|
+$223K
|
+8,470
|
+16%
|
|
|
37
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.65M
|
–
|
–
|
–
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$1.65M
|
+$684K
|
+25,950
|
+71%
|
|
|
39
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.63M
|
+$2.9K
|
+110
|
+0.2%
|
|
|
40
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.62M
|
+$197K
|
+7,458
|
+14%
|
|
|
41
|
Sigma Investment Counselors
Northville,
Michigan
|
$1.62M
|
–
|
–
|
–
|
|
|
42
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.61M
|
-$142K
|
-5,374
|
-8%
|
|
|
43
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.54M
|
-$39.5K
|
-1,499
|
-2%
|
|
|
44
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.44M
|
–
|
–
|
–
|
|
|
45
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.28M
|
+$1.24M
|
+46,948
|
+3,122%
|
|
|
46
|
Valmark Advisers
Akron,
Ohio
|
$1.19M
|
+$43.7K
|
+1,656
|
+4%
|
|
|
47
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.18M
|
-$55.2K
|
-2,094
|
-4%
|
|
|
48
|
American Portfolios Advisors
Holbrook,
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$1.14M
|
+$273K
|
+10,372
|
+32%
|
|
|
50
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.11M
|
–
|
–
|
–
|
|
