|
26
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$5.45M
|
+$111K
|
+1,579
|
+2%
|
|
|
27
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.75M
|
+$4.39M
|
+62,395
|
New
|
|
|
28
|
Parcion Private Wealth
Bellevue,
Washington
|
$4.46M
|
-$34.3M
|
-487,940
|
-89%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$4.43M
|
+$327K
|
+4,654
|
+9%
|
|
|
30
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.38M
|
-$2.52M
|
-35,864
|
-38%
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$4.03M
|
-$1.63M
|
-23,206
|
-30%
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.67M
|
-$312K
|
-4,431
|
-8%
|
|
|
33
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$3.54M
|
+$106K
|
+1,509
|
+3%
|
|
|
34
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$3.32M
|
-$26.7K
|
-379
|
-0.9%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.9M
|
+$1.25M
|
+17,790
|
+88%
|
|
|
36
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.8M
|
-$704K
|
-9,999
|
-22%
|
|
|
37
|
IHT Wealth Management
Chicago,
Illinois
|
$2.36M
|
-$5.77K
|
-82
|
-0.3%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$2.14M
|
-$157K
|
-2,233
|
-7%
|
|
|
39
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.11M
|
-$73.9K
|
-1,050
|
-4%
|
|
|
40
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.87M
|
-$453K
|
-6,431
|
-21%
|
|
|
41
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.77M
|
+$49.4K
|
+702
|
+3%
|
|
|
42
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.56M
|
-$5.14K
|
-73
|
-0.4%
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.49M
|
+$7.32K
|
+104
|
+0.5%
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.37M
|
+$411K
|
+5,840
|
+48%
|
|
|
45
|
KWB Wealth
Redlands,
California
|
$1.33M
|
+$466K
|
+6,618
|
+61%
|
|
|
46
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.27M
|
-$61.2K
|
-870
|
-5%
|
|
|
47
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.21M
|
+$1.12M
|
+15,927
|
New
|
|
|
48
|
|
$1.05M
|
–
|
–
|
–
|
|
|
49
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.03M
|
+$953K
|
+13,540
|
New
|
|
|
50
|
|
$949K
|
+$878K
|
+12,480
|
New
|
|
