|
26
|
CX Institutional
Auburn,
Indiana
|
$3.82M
|
-$135K
|
-4,032
|
-3%
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$3.8M
|
+$3.08M
|
+92,156
|
+467%
|
|
|
28
|
|
$3.8M
|
-$446K
|
-13,327
|
-11%
|
|
|
29
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$3.75M
|
-$91.7K
|
-2,739
|
-2%
|
|
|
30
|
Sepio Capital
Salt Lake City,
Utah
|
$2.62M
|
+$522K
|
+15,592
|
+25%
|
|
|
31
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.57M
|
+$1.04M
|
+31,069
|
+70%
|
|
|
32
|
Opes Wealth Management
Menlo Park,
California
|
$2.32M
|
-$227K
|
-6,774
|
-9%
|
|
|
33
|
Managed Account Services
Coconut Grove,
Florida
|
$2.2M
|
+$836K
|
+24,978
|
+63%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.13M
|
–
|
–
|
–
|
|
|
35
|
|
$2.05M
|
+$151K
|
+4,498
|
+8%
|
|
|
36
|
Smart Money Group
Eastland,
Texas
|
$2.02M
|
+$1.99M
|
+59,557
|
New
|
|
|
37
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.89M
|
+$361K
|
+10,790
|
+24%
|
|
|
38
|
Equitable Holdings
New York
|
$1.72M
|
+$278K
|
+8,300
|
+20%
|
|
|
39
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.67M
|
+$1.64M
|
+49,104
|
New
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.51M
|
+$197K
|
+5,875
|
+15%
|
|
|
41
|
Brickley Wealth Management
San Mateo,
California
|
$1.45M
|
+$418K
|
+12,475
|
+42%
|
|
|
42
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.3M
|
–
|
–
|
–
|
|
|
43
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$1.26M
|
+$1.25M
|
+37,230
|
New
|
|
|
44
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.2M
|
+$1.19M
|
+35,410
|
New
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$949K
|
+$31K
|
+927
|
+3%
|
|
|
46
|
Professional Financial Advisors
North Platte,
Nebraska
|
$922K
|
-$971
|
-29
|
-0.1%
|
|
|
47
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$919K
|
–
|
–
|
–
|
|
|
48
|
Brown Advisory
Baltimore,
Maryland
|
$692K
|
–
|
–
|
–
|
|
|
49
|
LPL Financial
San Diego,
California
|
$494K
|
+$117K
|
+3,497
|
+32%
|
|
|
50
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$405K
|
-$2.95K
|
-88
|
-0.7%
|
|
