|
26
|
Quantum Financial Advisors
El Segundo,
California
|
$3.07M
|
+$3.08M
|
+122,049
|
New
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.03M
|
-$3.31K
|
-131
|
-0.1%
|
|
|
28
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.79M
|
+$895K
|
+35,402
|
+47%
|
|
|
29
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.66M
|
-$111K
|
-4,374
|
-4%
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$2.45M
|
-$125K
|
-4,959
|
-5%
|
|
|
31
|
Central Trust Company
Jefferson City,
Missouri
|
$2.43M
|
+$670K
|
+26,495
|
+38%
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$2.37M
|
-$374K
|
-14,807
|
-14%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.34M
|
+$80.1K
|
+3,171
|
+4%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$2.32M
|
+$2.33M
|
+92,151
|
New
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.02M
|
+$678K
|
+26,812
|
+50%
|
|
|
36
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.64M
|
–
|
–
|
–
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.64M
|
-$46.9K
|
-1,854
|
-3%
|
|
|
38
|
Envision Financial Planning
Memphis,
Tennessee
|
$1.63M
|
-$661K
|
-26,162
|
-29%
|
|
|
39
|
Klingman & Associates
New York
|
$1.48M
|
-$68.5K
|
-2,712
|
-4%
|
|
|
40
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.41M
|
-$500K
|
-19,794
|
-26%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.38M
|
+$319K
|
+12,635
|
+30%
|
|
|
42
|
Glenview Trust
Louisville,
Kentucky
|
$1.33M
|
+$699K
|
+27,662
|
+109%
|
|
|
43
|
Blue Square Asset Management
New York
|
$1.29M
|
-$8.31K
|
-329
|
-0.6%
|
|
|
44
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.26M
|
+$39.9K
|
+1,579
|
+3%
|
|
|
45
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.25M
|
+$7.18K
|
+284
|
+0.6%
|
|
|
46
|
|
$1.25M
|
+$1.26M
|
+49,706
|
New
|
|
|
47
|
Atwater Malick
Lancaster,
Pennsylvania
|
$1.2M
|
+$94K
|
+3,718
|
+8%
|
|
|
48
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.17M
|
+$4.42K
|
+175
|
+0.4%
|
|
|
49
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.16M
|
+$14.4K
|
+570
|
+1%
|
|
|
50
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.13M
|
-$122K
|
-4,825
|
-10%
|
|
