|
26
|
Evergreen Capital Management
Bellevue,
Washington
|
$17.4M
|
+$13K
|
+100
|
+0.1%
|
|
|
27
|
|
$16.7M
|
-$4.41M
|
-33,908
|
-21%
|
|
|
28
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$16M
|
+$990K
|
+7,602
|
+6%
|
|
|
29
|
Zuckerman Investment Group
Chicago,
Illinois
|
$15.3M
|
+$77.8K
|
+598
|
+0.5%
|
|
|
30
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$14.4M
|
+$273K
|
+2,096
|
+2%
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.4M
|
-$630K
|
-4,843
|
-4%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$14.4M
|
+$633K
|
+4,862
|
+5%
|
|
|
33
|
Atria Wealth Solutions
New York
|
$13.5M
|
-$411K
|
-3,158
|
-3%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.3M
|
+$314K
|
+2,409
|
+2%
|
|
|
35
|
D.A. Davidson & Co
Great Falls,
Montana
|
$13.3M
|
+$1.76M
|
+13,490
|
+15%
|
|
|
36
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$13M
|
+$231K
|
+1,773
|
+2%
|
|
|
37
|
BFSG LLC
Irvine,
California
|
$12.8M
|
-$118K
|
-910
|
-0.9%
|
|
|
38
|
|
$11.5M
|
+$2.36M
|
+18,126
|
+25%
|
|
|
39
|
Greenline Partners
New York
|
$11.5M
|
+$608K
|
+4,670
|
+5%
|
|
|
40
|
Allen Wealth Management
Boone,
North Carolina
|
$11.1M
|
+$197K
|
+1,514
|
+2%
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.9M
|
-$471K
|
-3,618
|
-4%
|
|
|
42
|
M&T Bank
Buffalo,
New York
|
$10.2M
|
-$589K
|
-4,524
|
-5%
|
|
|
43
|
Roundview Capital
Princeton,
New Jersey
|
$8.82M
|
+$325K
|
+2,493
|
+4%
|
|
|
44
|
KCM Investment Advisors
Greenbrae,
California
|
$8.55M
|
-$38.3K
|
-294
|
-0.4%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$8.4M
|
-$320K
|
-2,460
|
-4%
|
|
|
46
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.07M
|
+$345K
|
+2,649
|
+4%
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
$7.89M
|
-$4.68M
|
-35,925
|
-37%
|
|
|
48
|
Avantax Advisory Services
Dallas,
Texas
|
$7.8M
|
-$244K
|
-1,871
|
-3%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$7.55M
|
+$58.3K
|
+448
|
+0.8%
|
|
|
50
|
M Holdings Securities
Portland,
Oregon
|
$7.46M
|
+$7.61M
|
+58,443
|
New
|
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