|
26
|
|
$929K
|
-$117K
|
-2,607
|
-11%
|
|
|
27
|
GeoWealth Management
Chicago,
Illinois
|
$905K
|
+$18K
|
+401
|
+2%
|
|
|
28
|
Albion Financial Group
Salt Lake City,
Utah
|
$844K
|
+$338K
|
+7,550
|
+61%
|
|
|
29
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$783K
|
+$450K
|
+10,048
|
+119%
|
|
|
30
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$696K
|
+$700K
|
+15,612
|
New
|
|
|
31
|
Graypoint LLC
Albany,
New York
|
$687K
|
-$762
|
-17
|
-0.1%
|
|
|
32
|
KCS Wealth Advisory
Los Angeles,
California
|
$686K
|
+$26.6K
|
+594
|
+4%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$601K
|
-$20.3K
|
-452
|
-3%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$562K
|
+$129K
|
+2,876
|
+28%
|
|
|
35
|
Raymond James Trust
St. Petersburg,
Florida
|
$538K
|
–
|
–
|
–
|
|
|
36
|
Donoghue Forlines
Boston,
Massachusetts
|
$492K
|
+$47.9K
|
+1,069
|
+10%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$466K
|
+$271K
|
+6,049
|
+122%
|
|
|
38
|
Slow Capital
Greenbrae,
California
|
$429K
|
–
|
–
|
–
|
|
|
39
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$376K
|
-$45.1K
|
-1,006
|
-10%
|
|
|
40
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$369K
|
–
|
–
|
–
|
|
|
41
|
SAM Advisors
Oakhurst,
California
|
$359K
|
-$15M
|
-334,036
|
-98%
|
|
|
42
|
Independent Wealth Network
Urbandale,
Iowa
|
$322K
|
+$32.9K
|
+733
|
+11%
|
|
|
43
|
Old Mission Capital
Chicago,
Illinois
|
$296K
|
-$5.65K
|
-126
|
-2%
|
|
|
44
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$274K
|
-$40.2K
|
-897
|
-12%
|
|
|
45
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$239K
|
+$252K
|
+5,634
|
New
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$232K
|
+$245K
|
+5,465
|
New
|
|
|
47
|
Avior Wealth Management
Omaha,
Nebraska
|
$225K
|
-$156K
|
-3,486
|
-40%
|
|
|
48
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$210K
|
-$221K
|
-4,939
|
-50%
|
|
|
49
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$210K
|
+$222K
|
+4,947
|
New
|
|
|
50
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$208K
|
-$15.3K
|
-342
|
-7%
|
|
