|
26
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.56M
|
+$92.2K
|
+923
|
+2%
|
|
|
27
|
Evergreen Capital Management
Bellevue,
Washington
|
$4.35M
|
+$5.59K
|
+56
|
+0.1%
|
|
|
28
|
MML Investors Services
Springfield,
Massachusetts
|
$4.29M
|
-$2.93M
|
-29,309
|
-40%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$3.94M
|
+$681K
|
+6,819
|
+21%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$3.87M
|
+$939K
|
+9,408
|
+32%
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$3.79M
|
-$1.23M
|
-12,323
|
-24%
|
|
|
32
|
Falcon Wealth Planning
Ontario,
California
|
$3.56M
|
-$477K
|
-4,782
|
-12%
|
|
|
33
|
Rebalance
Palo Alto,
California
|
$3.47M
|
+$13.6K
|
+136
|
+0.4%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.21M
|
-$469K
|
-4,701
|
-13%
|
|
|
35
|
Strategic Investment Management
Arlington,
Virginia
|
$3.02M
|
–
|
–
|
–
|
|
|
36
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.83M
|
+$12.8K
|
+128
|
+0.5%
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.71M
|
+$234K
|
+2,340
|
+9%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.67M
|
+$23.4K
|
+234
|
+0.9%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.54M
|
-$118K
|
-1,181
|
-4%
|
|
|
40
|
Adams Wealth Management
Logan,
Utah
|
$2.52M
|
-$2.4M
|
-24,005
|
-49%
|
|
|
41
|
CacheTech Inc
Logan,
Utah
|
$2.52M
|
-$2.4M
|
-24,005
|
-49%
|
|
|
42
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.39M
|
-$26.1K
|
-261
|
-1%
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$2.29M
|
-$373K
|
-3,734
|
-14%
|
|
|
44
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.17M
|
-$74.6K
|
-747
|
-3%
|
|
|
45
|
American Financial Advisors
Marietta,
Georgia
|
$1.95M
|
-$50K
|
-501
|
-2%
|
|
|
46
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.91M
|
+$1.92M
|
+19,227
|
New
|
|
|
47
|
City Holding Co
Charleston,
West Virginia
|
$1.85M
|
+$79.4K
|
+795
|
+4%
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.83M
|
-$1.26M
|
-12,581
|
-41%
|
|
|
49
|
|
$1.81M
|
+$83.8K
|
+839
|
+5%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$1.8M
|
-$91.2K
|
-913
|
-5%
|
|
