|
26
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.08M
|
-$544K
|
-10,510
|
-21%
|
|
|
27
|
Slow Capital
Greenbrae,
California
|
$1.84M
|
+$292K
|
+5,634
|
+20%
|
|
|
28
|
Royal Fund Management
Lady Lake,
Florida
|
$1.82M
|
+$488K
|
+9,426
|
+36%
|
|
|
29
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.57M
|
-$21.9K
|
-424
|
-1%
|
|
|
30
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.49M
|
+$204K
|
+3,942
|
+16%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
+$182K
|
+3,513
|
+21%
|
|
|
32
|
Lido Advisors
Los Angeles,
California
|
$940K
|
+$17.6K
|
+340
|
+2%
|
|
|
33
|
WealthPLAN Partners
Omaha,
Nebraska
|
$772K
|
-$57.9K
|
-1,118
|
-7%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$770K
|
+$126K
|
+2,428
|
+19%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$708K
|
+$476K
|
+9,189
|
+203%
|
|
|
36
|
Raymond James Trust
St. Petersburg,
Florida
|
$628K
|
–
|
–
|
–
|
|
|
37
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$584K
|
+$586K
|
+11,323
|
New
|
|
|
38
|
Old Mission Capital
Chicago,
Illinois
|
$546K
|
+$549K
|
+10,600
|
New
|
|
|
39
|
Winfield Associates
Cleveland,
Ohio
|
$545K
|
+$547K
|
+10,565
|
New
|
|
|
40
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$519K
|
+$76.9K
|
+1,485
|
+17%
|
|
|
41
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$481K
|
+$62.4K
|
+1,205
|
+15%
|
|
|
42
|
Graypoint LLC
Albany,
New York
|
$447K
|
+$449K
|
+8,672
|
New
|
|
|
43
|
WealthSource Partners
San Luis Obispo,
California
|
$414K
|
+$416K
|
+8,030
|
New
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$350K
|
+$352K
|
+6,799
|
New
|
|
|
45
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$333K
|
+$3.11K
|
+60
|
+0.9%
|
|
|
46
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$329K
|
+$3.21K
|
+62
|
+1%
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$325K
|
-$48.5K
|
-937
|
-13%
|
|
|
48
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$325K
|
-$414
|
-8
|
-0.1%
|
|
|
49
|
Summit Wealth Partners
Orlando,
Florida
|
$320K
|
–
|
–
|
–
|
|
|
50
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$316K
|
-$47.6K
|
-920
|
-13%
|
|
