|
26
|
BSW Wealth Partners
Boulder,
Colorado
|
$9.31M
|
-$25.3K
|
-432
|
-0.3%
|
|
|
27
|
One Capital Management
Westlake Village,
California
|
$9.05M
|
-$151K
|
-2,574
|
-2%
|
|
|
28
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.88M
|
+$358K
|
+6,114
|
+5%
|
|
|
29
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.68M
|
+$3.49M
|
+59,556
|
+80%
|
|
|
30
|
Bell Investment Advisors
Oakland,
California
|
$7.62M
|
-$216K
|
-3,690
|
-3%
|
|
|
31
|
Aveo Capital Partners
Englewood,
Colorado
|
$7.53M
|
-$528K
|
-9,024
|
-6%
|
|
|
32
|
Bank of New York Mellon
New York
|
$7.5M
|
-$164K
|
-2,793
|
-2%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$7.29M
|
+$1.18M
|
+20,084
|
+19%
|
|
|
34
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$6.94M
|
+$7.09M
|
+121,111
|
New
|
|
|
35
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$6.56M
|
+$103K
|
+1,767
|
+2%
|
|
|
36
|
Wealth Forward LLC
Fargo,
North Dakota
|
$6.06M
|
+$114K
|
+1,941
|
+2%
|
|
|
37
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$5.87M
|
+$1.36M
|
+23,157
|
+29%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$5.52M
|
-$104K
|
-1,782
|
-2%
|
|
|
39
|
NBT Bank
Norwich,
New York
|
$5.39M
|
+$450K
|
+7,683
|
+9%
|
|
|
40
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$5.12M
|
+$1.88M
|
+32,162
|
+56%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.1M
|
+$670K
|
+11,449
|
+15%
|
|
|
42
|
Unique Wealth
Clearwater,
Florida
|
$5.02M
|
-$74.4K
|
-1,271
|
-1%
|
|
|
43
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.74M
|
-$168K
|
-2,862
|
-3%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$4.71M
|
-$169K
|
-2,894
|
-3%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.68M
|
-$178K
|
-3,044
|
-4%
|
|
|
46
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$4.56M
|
+$43.8K
|
+748
|
+0.9%
|
|
|
47
|
Avantax Advisory Services
Dallas,
Texas
|
$4.44M
|
+$2.12M
|
+36,140
|
+88%
|
|
|
48
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$4.43M
|
+$17.6K
|
+301
|
+0.4%
|
|
|
49
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$4.41M
|
+$4.5M
|
+76,865
|
New
|
|
|
50
|
Weaver Consulting Group
Huntington Beach,
California
|
$4.31M
|
+$98.1K
|
+1,675
|
+2%
|
|
