|
26
|
Consilium Wealth Advisory
Richardson,
Texas
|
$4.26M
|
+$63K
|
+1,421
|
+1%
|
|
|
27
|
Lodestar Private Asset Management
Alamo,
California
|
$4.14M
|
+$486K
|
+10,947
|
+13%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$4.13M
|
-$93.3K
|
-2,103
|
-2%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.08M
|
-$41.9K
|
-944
|
-1%
|
|
|
30
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.04M
|
-$696K
|
-15,689
|
-14%
|
|
|
31
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.57M
|
+$940K
|
+21,199
|
+35%
|
|
|
32
|
Waverly Advisors
Birmingham,
Alabama
|
$3.18M
|
+$144K
|
+3,246
|
+5%
|
|
|
33
|
|
$3.09M
|
-$420K
|
-9,477
|
-12%
|
|
|
34
|
Mutual Advisors
Omaha,
Nebraska
|
$3.07M
|
-$22.2K
|
-501
|
-0.7%
|
|
|
35
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$2.96M
|
+$97.4K
|
+2,196
|
+3%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$2.61M
|
+$29.3K
|
+661
|
+1%
|
|
|
37
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.53M
|
+$703K
|
+15,842
|
+37%
|
|
|
38
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.42M
|
+$2.14M
|
+48,338
|
+648%
|
|
|
39
|
Taylor Financial Group
Roanoke,
Virginia
|
$2.37M
|
+$142K
|
+3,205
|
+6%
|
|
|
40
|
Smith Anglin Financial
Dallas,
Texas
|
$2.22M
|
+$12.5K
|
+282
|
+0.6%
|
|
|
41
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$2.14M
|
+$430K
|
+9,685
|
+24%
|
|
|
42
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.09M
|
+$1.23M
|
+27,738
|
+133%
|
|
|
43
|
LifePlan Financial
Mankato,
Minnesota
|
$2.07M
|
+$476K
|
+10,736
|
+29%
|
|
|
44
|
Manske Wealth Management
Houston,
Texas
|
$2M
|
+$2.04M
|
+46,012
|
New
|
|
|
45
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.97M
|
-$1.69K
|
-38
|
-0.1%
|
|
|
46
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$1.86M
|
+$39.9K
|
+900
|
+2%
|
|
|
47
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.84M
|
+$47.1K
|
+1,062
|
+3%
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.82M
|
+$16.3K
|
+367
|
+0.9%
|
|
|
49
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.74M
|
-$671K
|
-15,138
|
-27%
|
|
|
50
|
One Capital Management
Westlake Village,
California
|
$1.72M
|
-$8.61K
|
-194
|
-0.5%
|
|
