|
26
|
Steward Partners Investment Advisory
New York
|
$2.6M
|
-$739K
|
-29,748
|
-23%
|
|
|
27
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.31M
|
+$106K
|
+4,270
|
+5%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.28M
|
+$1.19M
|
+47,717
|
+113%
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.92M
|
-$409K
|
-16,458
|
-18%
|
|
|
30
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.92M
|
+$1.88M
|
+75,550
|
New
|
|
|
31
|
Central Trust Company
Jefferson City,
Missouri
|
$1.78M
|
+$453K
|
+18,231
|
+35%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.7M
|
+$264K
|
+10,626
|
+19%
|
|
|
33
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.66M
|
+$782K
|
+31,470
|
+93%
|
|
|
34
|
Klingman & Associates
New York
|
$1.56M
|
-$139K
|
-5,587
|
-8%
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.36M
|
+$593K
|
+23,864
|
+80%
|
|
|
36
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$1.33M
|
-$66.5K
|
-2,676
|
-5%
|
|
|
37
|
Blue Square Asset Management
New York
|
$1.31M
|
+$410K
|
+16,489
|
+47%
|
|
|
38
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.27M
|
+$539K
|
+21,680
|
+77%
|
|
|
39
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.26M
|
-$49.7K
|
-2,000
|
-4%
|
|
|
40
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.24M
|
+$1.21M
|
+48,738
|
New
|
|
|
41
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.18M
|
+$8.22K
|
+331
|
+0.7%
|
|
|
42
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.16M
|
-$108K
|
-4,344
|
-9%
|
|
|
43
|
Prism Advisors
Studio City,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
44
|
Atwater Malick
Lancaster,
Pennsylvania
|
$1.12M
|
+$45.8K
|
+1,843
|
+4%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$216K
|
+8,687
|
+26%
|
|
|
46
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.04M
|
+$461K
|
+18,572
|
+82%
|
|
|
47
|
Sandy Spring Bank
Olney,
Maryland
|
$985K
|
+$22.1K
|
+890
|
+2%
|
|
|
48
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$984K
|
+$962K
|
+38,710
|
New
|
|
|
49
|
Focus Partners Wealth
Boston,
Massachusetts
|
$958K
|
+$937K
|
+37,702
|
New
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$907K
|
+$771K
|
+31,025
|
+668%
|
|
