|
26
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.31M
|
+$206
|
+5
|
+0%
|
|
|
27
|
EP Wealth Advisors
Torrance,
California
|
$2.29M
|
-$19K
|
-460
|
-0.9%
|
|
|
28
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.24M
|
-$290K
|
-7,017
|
-12%
|
|
|
29
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.21M
|
+$25.9K
|
+628
|
+1%
|
|
|
30
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.15M
|
+$90.7K
|
+2,198
|
+5%
|
|
|
31
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.14M
|
-$272K
|
-6,592
|
-12%
|
|
|
32
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$2.11M
|
+$716K
|
+17,342
|
+57%
|
|
|
33
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$1.86M
|
-$12.2K
|
-295
|
-0.7%
|
|
|
34
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$1.74M
|
-$7.47K
|
-181
|
-0.5%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.5M
|
+$110K
|
+2,658
|
+9%
|
|
|
36
|
SVB Wealth
Boston,
Massachusetts
|
$1.48M
|
-$617K
|
-14,946
|
-31%
|
|
|
37
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.39M
|
-$31.6K
|
-766
|
-2%
|
|
|
38
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.25M
|
-$32K
|
-776
|
-3%
|
|
|
39
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.23M
|
-$295K
|
-7,152
|
-20%
|
|
|
40
|
5T Wealth
Napa,
California
|
$1.13M
|
+$118K
|
+2,852
|
+13%
|
|
|
41
|
Cary Street Partners
Richmond,
Virginia
|
$1.11M
|
+$4.83K
|
+117
|
+0.5%
|
|
|
42
|
Cobblestone Asset Management
Richmond,
Virginia
|
$1.09M
|
+$137K
|
+3,319
|
+16%
|
|
|
43
|
Cresset Asset Management
Chicago,
Illinois
|
$1.08M
|
-$41
|
-1
|
-0%
|
|
|
44
|
HUB Investment Partners
Austin,
Texas
|
$1.03M
|
-$363K
|
-8,798
|
-27%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
-$35.6K
|
-863
|
-4%
|
|
|
46
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1M
|
+$934K
|
+22,627
|
New
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$908K
|
+$108K
|
+2,627
|
+15%
|
|
|
48
|
MAI Capital Management
Independence,
Ohio
|
$900K
|
+$4.13K
|
+100
|
+0.5%
|
|
|
49
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$882K
|
-$229K
|
-5,543
|
-22%
|
|
|
50
|
MN Wealth Advisors
Overland Park,
Kansas
|
$880K
|
+$340K
|
+8,245
|
+71%
|
|
