|
26
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$3.53M
|
-$76.7K
|
-992
|
-2%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.48M
|
-$211K
|
-2,734
|
-6%
|
|
|
28
|
EP Wealth Advisors
Torrance,
California
|
$3.26M
|
+$46.4K
|
+600
|
+1%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$3.19M
|
+$154K
|
+1,997
|
+5%
|
|
|
30
|
Millstone Evans Group
Boulder,
Colorado
|
$3.1M
|
+$3.23M
|
+41,811
|
New
|
|
|
31
|
Aire Advisors
Beverly Hills,
California
|
$2.76M
|
+$61.8K
|
+799
|
+2%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.7M
|
-$58.4K
|
-755
|
-2%
|
|
|
33
|
MML Investors Services
Springfield,
Massachusetts
|
$2.57M
|
+$70.8K
|
+916
|
+3%
|
|
|
34
|
Atria Wealth Solutions
New York
|
$2.26M
|
-$85.1K
|
-1,101
|
-3%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.24M
|
-$59K
|
-763
|
-2%
|
|
|
36
|
Flagstar Advisors
New York
|
$2.11M
|
+$5.64K
|
+73
|
+0.3%
|
|
|
37
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$1.99M
|
+$462K
|
+5,983
|
+29%
|
|
|
38
|
Davenport & Co
Richmond,
Virginia
|
$1.96M
|
+$875K
|
+11,315
|
+75%
|
|
|
39
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.96M
|
-$77.1K
|
-998
|
-4%
|
|
|
40
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.73M
|
+$89.5K
|
+1,158
|
+5%
|
|
|
41
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.68M
|
–
|
–
|
–
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$1.65M
|
-$74.7K
|
-967
|
-4%
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.61M
|
+$30.9K
|
+400
|
+2%
|
|
|
44
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.55M
|
-$2.55K
|
-33
|
-0.2%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.48M
|
+$294K
|
+3,801
|
+24%
|
|
|
46
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.42M
|
+$28.3K
|
+366
|
+2%
|
|
|
47
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$1.28M
|
-$57.4K
|
-742
|
-4%
|
|
|
48
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1.11M
|
–
|
–
|
–
|
|
|
49
|
M&T Bank
Buffalo,
New York
|
$1.06M
|
–
|
–
|
–
|
|
|
50
|
Diversify Advisory Services
Sandy,
Utah
|
$1.04M
|
-$234K
|
-3,027
|
-18%
|
|
