|
26
|
|
$15.1M
|
–
|
–
|
–
|
|
|
27
|
Balentine LLC
Atlanta,
Georgia
|
$14.7M
|
-$90M
|
-2,392,772
|
-84%
|
|
|
28
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$14M
|
-$8.61M
|
-228,903
|
-34%
|
|
|
29
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$13.3M
|
-$723K
|
-19,212
|
-4%
|
|
|
30
|
Matthew Hamilton Rosenberg
|
$13.2M
|
+$15.8M
|
+418,911
|
New
|
|
|
31
|
Sentinel Trust
Houston,
Texas
|
$12.8M
|
+$15.3M
|
+407,250
|
New
|
|
|
32
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$11.5M
|
-$942K
|
-25,033
|
-6%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
-$1.4M
|
-37,321
|
-10%
|
|
|
34
|
Fidelity Investments
Boston,
Massachusetts
|
$9.92M
|
-$5.5M
|
-146,075
|
-32%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.85M
|
-$830K
|
-22,068
|
-7%
|
|
|
36
|
Mutual Advisors
Omaha,
Nebraska
|
$9.41M
|
-$820K
|
-21,786
|
-7%
|
|
|
37
|
CX Institutional
Auburn,
Indiana
|
$9.36M
|
+$2.4M
|
+63,919
|
+27%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$8.98M
|
-$3.61M
|
-96,072
|
-25%
|
|
|
39
|
Evensky & Katz
Coral Gables,
Florida
|
$8.78M
|
+$1.36M
|
+36,028
|
+15%
|
|
|
40
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$8.46M
|
+$10.1M
|
+269,030
|
New
|
|
|
41
|
RFG Advisory
Birmingham,
Alabama
|
$8.37M
|
-$431K
|
-11,450
|
-4%
|
|
|
42
|
Great Lakes Advisors
Chicago,
Illinois
|
$8.33M
|
+$2.45M
|
+65,213
|
+33%
|
|
|
43
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$7.97M
|
+$9.53M
|
+253,278
|
New
|
|
|
44
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.78M
|
+$1.75M
|
+46,390
|
+23%
|
|
|
45
|
Professional Financial Advisors
North Platte,
Nebraska
|
$7.44M
|
+$1.24M
|
+33,007
|
+19%
|
|
|
46
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$7.19M
|
+$8.36M
|
+222,143
|
+3,409%
|
|
|
47
|
WealthPLAN Partners
Omaha,
Nebraska
|
$7.1M
|
-$7.95M
|
-211,439
|
-51%
|
|
|
48
|
IRON Financial
Northbrook,
Illinois
|
$6.76M
|
+$235K
|
+6,259
|
+3%
|
|
|
49
|
PAX Financial Group
San Antonio,
Texas
|
$6.63M
|
+$524K
|
+13,930
|
+8%
|
|
|
50
|
Savant Capital
Rockford,
Illinois
|
$6.29M
|
-$343K
|
-9,107
|
-4%
|
|
