|
26
|
Rockbridge Investment Management
Syracuse,
New York
|
$11M
|
+$472K
|
+6,878
|
+4%
|
|
|
27
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$10.2M
|
-$600K
|
-8,743
|
-5%
|
|
|
28
|
First National Trust
Hermitage,
Pennsylvania
|
$9.73M
|
+$444K
|
+6,478
|
+5%
|
|
|
29
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.49M
|
+$162K
|
+2,357
|
+2%
|
|
|
30
|
Retirement Group
San Diego,
California
|
$9.41M
|
+$338K
|
+4,931
|
+4%
|
|
|
31
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.32M
|
-$1.17M
|
-16,987
|
-11%
|
|
|
32
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9.3M
|
-$3.28M
|
-47,865
|
-26%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.8M
|
-$2.35M
|
-34,276
|
-23%
|
|
|
34
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.53M
|
+$107K
|
+1,559
|
+1%
|
|
|
35
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.11M
|
-$751K
|
-10,949
|
-9%
|
|
|
36
|
Ferris Capital
Marlborough,
Massachusetts
|
$7.11M
|
+$7.23M
|
+105,317
|
New
|
|
|
37
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.84M
|
+$6.95M
|
+101,290
|
New
|
|
|
38
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.58M
|
-$953K
|
-13,888
|
-12%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$6.36M
|
+$756K
|
+11,017
|
+13%
|
|
|
40
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.3M
|
-$2.13M
|
-31,019
|
-25%
|
|
|
41
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.24M
|
-$127K
|
-1,850
|
-2%
|
|
|
42
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.11M
|
-$4.74M
|
-69,064
|
-88%
|
|
|
43
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.72M
|
-$44.6K
|
-650
|
-0.8%
|
|
|
44
|
Diligent Investors
Redlands,
California
|
$5.58M
|
+$920K
|
+13,413
|
+19%
|
|
|
45
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.45M
|
-$129K
|
-1,883
|
-2%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.35M
|
-$2.77M
|
-40,425
|
-34%
|
|
|
47
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.3M
|
-$1.82M
|
-26,483
|
-25%
|
|
|
48
|
Equitable Holdings
New York
|
$5.05M
|
+$227K
|
+3,314
|
+5%
|
|
|
49
|
Harborview Advisors
Portland,
Maine
|
$5.04M
|
+$169K
|
+2,457
|
+3%
|
|
|
50
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.84M
|
-$241K
|
-3,515
|
-5%
|
|
