|
26
|
Rockbridge Investment Management
Syracuse,
New York
|
$11.3M
|
+$508K
|
+7,546
|
+5%
|
|
|
27
|
First National Trust
Hermitage,
Pennsylvania
|
$10.5M
|
+$1.01M
|
+14,981
|
+10%
|
|
|
28
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$10.1M
|
+$65.1K
|
+966
|
+0.6%
|
|
|
29
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.59M
|
+$276K
|
+4,102
|
+3%
|
|
|
30
|
Retirement Group
San Diego,
California
|
$9.52M
|
+$300K
|
+4,447
|
+3%
|
|
|
31
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.31M
|
+$2.17M
|
+32,214
|
+35%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.95M
|
+$305K
|
+4,527
|
+4%
|
|
|
33
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.82M
|
+$2.67M
|
+39,581
|
+50%
|
|
|
34
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.43M
|
+$120K
|
+1,774
|
+2%
|
|
|
35
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.38M
|
+$2.15M
|
+31,984
|
+23%
|
|
|
36
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.03M
|
+$56.4K
|
+837
|
+0.8%
|
|
|
37
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.57M
|
+$6.08M
|
+90,188
|
+997%
|
|
|
38
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.18M
|
+$125K
|
+1,853
|
+2%
|
|
|
39
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.1M
|
-$363K
|
-5,396
|
-6%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$5.83M
|
-$420K
|
-6,228
|
-7%
|
|
|
41
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.73M
|
+$1.88M
|
+27,921
|
+48%
|
|
|
42
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.65M
|
+$46.8K
|
+694
|
+0.8%
|
|
|
43
|
Diligent Investors
Redlands,
California
|
$5.58M
|
–
|
–
|
–
|
|
|
44
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$5.48M
|
+$136K
|
+2,021
|
+3%
|
|
|
45
|
Equitable Holdings
New York
|
$4.96M
|
–
|
–
|
–
|
|
|
46
|
Harborview Advisors
Portland,
Maine
|
$4.94M
|
+$202
|
+3
|
+0%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.92M
|
+$320K
|
+4,751
|
+7%
|
|
|
48
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.75M
|
+$96.7K
|
+1,436
|
+2%
|
|
|
49
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.7M
|
-$45.1K
|
-669
|
-0.9%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$4.51M
|
+$325K
|
+4,826
|
+8%
|
|
