|
26
|
Rockbridge Investment Management
Syracuse,
New York
|
$10.2M
|
+$27.6K
|
+450
|
+0.3%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.8M
|
-$280M
|
-4,571,247
|
-97%
|
|
|
28
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.05M
|
+$35.7K
|
+582
|
+0.4%
|
|
|
29
|
First National Trust
Hermitage,
Pennsylvania
|
$9M
|
+$1.71M
|
+27,844
|
+25%
|
|
|
30
|
Retirement Group
San Diego,
California
|
$8.79M
|
+$708K
|
+11,537
|
+9%
|
|
|
31
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.6M
|
–
|
–
|
–
|
|
|
32
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.13M
|
-$6.66M
|
-108,656
|
-47%
|
|
|
33
|
Tradewinds Capital Management
Bellingham,
Washington
|
$8.1M
|
+$1.15M
|
+18,802
|
+18%
|
|
|
34
|
Avantax Planning Partners
Dubuque,
Iowa
|
$7.94M
|
-$604K
|
-9,845
|
-8%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.83M
|
+$4.22M
|
+68,734
|
+135%
|
|
|
36
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.61M
|
-$753K
|
-12,269
|
-10%
|
|
|
37
|
Asset Dedication LLC
San Francisco,
California
|
$7.54M
|
-$4.06M
|
-66,242
|
-36%
|
|
|
38
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$7.29M
|
+$6.83M
|
+111,334
|
New
|
|
|
39
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.2M
|
-$221K
|
-3,605
|
-3%
|
|
|
40
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.87M
|
-$86.2M
|
-1,405,444
|
-93%
|
|
|
41
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.17M
|
-$1.05M
|
-17,058
|
-15%
|
|
|
42
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.66M
|
-$130K
|
-2,113
|
-2%
|
|
|
43
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.58M
|
-$756K
|
-12,327
|
-13%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$5.44M
|
+$72.3K
|
+1,179
|
+1%
|
|
|
45
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.41M
|
-$142K
|
-2,307
|
-3%
|
|
|
46
|
Cardan Capital Partners
Denver,
Colorado
|
$5.25M
|
-$4.73M
|
-77,182
|
-49%
|
|
|
47
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.11M
|
+$632K
|
+10,310
|
+15%
|
|
|
48
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.92M
|
–
|
–
|
–
|
|
|
49
|
Harborview Advisors
Portland,
Maine
|
$4.72M
|
-$52.1K
|
-850
|
-1%
|
|
|
50
|
Equitable Holdings
New York
|
$4.68M
|
+$971K
|
+15,825
|
+28%
|
|
