|
26
|
Waverly Advisors
Birmingham,
Alabama
|
$6.29M
|
+$209K
|
+4,860
|
+3%
|
|
|
27
|
Defined Financial Planning
San Rafael,
California
|
$5.95M
|
-$985K
|
-22,888
|
-14%
|
|
|
28
|
RFG Advisory
Birmingham,
Alabama
|
$5.81M
|
+$310K
|
+7,211
|
+6%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$5.71M
|
-$139K
|
-3,238
|
-2%
|
|
|
30
|
Trilogy Capital
Irvine,
California
|
$4.92M
|
-$35.7M
|
-829,494
|
-88%
|
|
|
31
|
|
$4.91M
|
+$1.98M
|
+46,004
|
+69%
|
|
|
32
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.69M
|
-$319K
|
-7,410
|
-6%
|
|
|
33
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$4.2M
|
+$105K
|
+2,450
|
+3%
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.17M
|
-$441K
|
-10,237
|
-10%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.9M
|
+$2.69M
|
+62,504
|
+232%
|
|
|
36
|
NBC Securities
Birmingham,
Alabama
|
$3.56M
|
+$90.7K
|
+2,107
|
+3%
|
|
|
37
|
Beacon Financial Group
Dallas,
Texas
|
$3.47M
|
-$687K
|
-15,966
|
-17%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$3.44M
|
-$216K
|
-5,007
|
-6%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.37M
|
+$107K
|
+2,489
|
+3%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.25M
|
-$42.5K
|
-988
|
-1%
|
|
|
41
|
American Financial & Tax Strategies
New York
|
$2.79M
|
-$156K
|
-3,619
|
-5%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$2.78M
|
+$339K
|
+7,865
|
+14%
|
|
|
43
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.74M
|
-$158K
|
-3,677
|
-6%
|
|
|
44
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.72M
|
-$17.4K
|
-405
|
-0.6%
|
|
|
45
|
Armis Advisers
Atlanta,
Georgia
|
$2.32M
|
-$406K
|
-9,441
|
-15%
|
|
|
46
|
Golden State Wealth Management
Santa Ana,
California
|
$2.29M
|
-$71.8K
|
-1,668
|
-3%
|
|
|
47
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.2M
|
+$430K
|
+9,984
|
+25%
|
|
|
48
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.13M
|
+$19.8K
|
+461
|
+1%
|
|
|
49
|
Sharper & Granite
El Segundo,
California
|
$2.1M
|
-$30.1K
|
-700
|
-1%
|
|
|
50
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.02M
|
+$523K
|
+12,142
|
+36%
|
|
