|
26
|
Bank of New York Mellon
New York
|
$4.31M
|
-$634K
|
-6,992
|
-13%
|
|
|
27
|
Equitable Holdings
New York
|
$4.2M
|
+$210K
|
+2,314
|
+5%
|
|
|
28
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.01M
|
+$4.44K
|
+49
|
+0.1%
|
|
|
29
|
Falcon Wealth Planning
Ontario,
California
|
$3.84M
|
-$2.9K
|
-32
|
-0.1%
|
|
|
30
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.76M
|
+$205K
|
+2,264
|
+6%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.51M
|
+$138K
|
+1,524
|
+4%
|
|
|
32
|
|
$3.43M
|
-$228K
|
-2,509
|
-6%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.37M
|
-$122K
|
-1,343
|
-4%
|
|
|
34
|
Rebalance
Palo Alto,
California
|
$3.26M
|
+$13.1K
|
+144
|
+0.4%
|
|
|
35
|
AssetMark Inc
Concord,
California
|
$2.7M
|
+$23.4K
|
+258
|
+0.9%
|
|
|
36
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.64M
|
+$3.72K
|
+41
|
+0.1%
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.55M
|
-$209K
|
-2,309
|
-8%
|
|
|
38
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.35M
|
+$113K
|
+1,243
|
+5%
|
|
|
39
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$2.29M
|
-$44.8K
|
-494
|
-2%
|
|
|
40
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.29M
|
+$91
|
+1
|
+0%
|
|
|
41
|
American Financial Advisors
Marietta,
Georgia
|
$2.02M
|
-$15.4K
|
-170
|
-0.8%
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.02M
|
+$104K
|
+1,145
|
+6%
|
|
|
43
|
Trilogy Capital
Irvine,
California
|
$1.97M
|
+$319K
|
+3,513
|
+20%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$1.88M
|
+$38.6K
|
+426
|
+2%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.8M
|
-$7.26K
|
-80
|
-0.4%
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.79M
|
+$243K
|
+2,682
|
+16%
|
|
|
47
|
City Holding Co
Charleston,
West Virginia
|
$1.66M
|
-$58K
|
-640
|
-3%
|
|
|
48
|
Avion Wealth
The Woodlands,
Texas
|
$1.66M
|
-$157K
|
-1,729
|
-9%
|
|
|
49
|
Omega Financial Group
Santa Barbara,
California
|
$1.61M
|
+$6.53K
|
+72
|
+0.4%
|
|
|
50
|
M&T Bank
Buffalo,
New York
|
$1.42M
|
-$216K
|
-2,380
|
-13%
|
|
