|
26
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$5.31M
|
+$137K
|
+4,817
|
+3%
|
|
|
27
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.73M
|
+$22.9K
|
+809
|
+0.5%
|
|
|
28
|
Winch Advisory Services
Appleton,
Wisconsin
|
$4.62M
|
+$2.04K
|
+72
|
+0%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$4.17M
|
+$3.03M
|
+106,819
|
+377%
|
|
|
30
|
Fortis Group Advisors
Westwood,
New Jersey
|
$4.02M
|
+$3.69M
|
+130,205
|
New
|
|
|
31
|
Optima Capital
Beaverton,
Oregon
|
$3.55M
|
+$2.36M
|
+83,186
|
+261%
|
|
|
32
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$3.49M
|
-$52.1K
|
-1,839
|
-2%
|
|
|
33
|
|
$3.49M
|
–
|
–
|
–
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.36M
|
+$66.6K
|
+2,349
|
+2%
|
|
|
35
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$3.18M
|
+$35.7K
|
+1,259
|
+1%
|
|
|
36
|
Axxcess Wealth Management
Carlsbad,
California
|
$3M
|
-$263K
|
-9,286
|
-9%
|
|
|
37
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3M
|
-$266K
|
-9,401
|
-9%
|
|
|
38
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$2.89M
|
+$2.66M
|
+93,731
|
New
|
|
|
39
|
Rockefeller Capital Management
New York
|
$2.77M
|
-$115K
|
-4,053
|
-4%
|
|
|
40
|
Cambridge Advisors
Omaha,
Nebraska
|
$2.76M
|
+$18.2K
|
+643
|
+0.7%
|
|
|
41
|
CLG LLC
Long Beach,
California
|
$2.54M
|
-$2.15M
|
-75,828
|
-48%
|
|
|
42
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.4M
|
+$459K
|
+16,182
|
+26%
|
|
|
43
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.35M
|
-$236K
|
-8,327
|
-10%
|
|
|
44
|
Nikulski Financial
Bettendorf,
Iowa
|
$2.3M
|
+$45.1K
|
+1,590
|
+2%
|
|
|
45
|
Generation Capital Management
Pittsford,
New York
|
$2.27M
|
+$2.08M
|
+73,442
|
New
|
|
|
46
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.26M
|
+$2.08M
|
+73,296
|
New
|
|
|
47
|
Founders Financial Securities
Towson,
Maryland
|
$2.22M
|
+$1.9M
|
+66,947
|
New
|
|
|
48
|
Essex Financial Services
Essex,
Connecticut
|
$2.17M
|
-$12.8K
|
-450
|
-0.6%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$2.07M
|
+$559K
|
+19,738
|
+42%
|
|
|
50
|
Haven Private
Orlando,
Florida
|
$2.07M
|
+$79.8K
|
+2,817
|
+4%
|
|
