|
26
|
Atria Investments
Charlotte,
North Carolina
|
$2.12M
|
+$2.53M
|
+92,091
|
New
|
|
|
27
|
Round Table Services
Westfield,
New Jersey
|
$1.95M
|
+$26.6K
|
+966
|
+1%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$1.9M
|
+$8.34K
|
+303
|
+0.4%
|
|
|
29
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.68M
|
-$21.3K
|
-774
|
-1%
|
|
|
30
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.67M
|
+$2M
|
+72,820
|
New
|
|
|
31
|
Collective Family Office
York,
Pennsylvania
|
$1.57M
|
+$912K
|
+33,125
|
+95%
|
|
|
32
|
Augustine Asset Management
Jacksonville,
Florida
|
$1.49M
|
+$1.78M
|
+64,727
|
New
|
|
|
33
|
LPL Financial
San Diego,
California
|
$1.45M
|
+$327K
|
+11,878
|
+23%
|
|
|
34
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.37M
|
+$1.64M
|
+59,611
|
New
|
|
|
35
|
Martel Wealth Advisors
Vancouver,
Washington
|
$1.23M
|
-$54.5K
|
-1,980
|
-4%
|
|
|
36
|
Advisory Services Network
Atlanta,
Georgia
|
$1.1M
|
+$14.4K
|
+522
|
+1%
|
|
|
37
|
|
$1.08M
|
+$287K
|
+10,419
|
+29%
|
|
|
38
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.06M
|
+$1.27M
|
+46,290
|
New
|
|
|
39
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$1.03M
|
-$13.9K
|
-506
|
-1%
|
|
|
40
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$999K
|
+$403K
|
+14,638
|
+51%
|
|
|
41
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$956K
|
-$50K
|
-1,816
|
-4%
|
|
|
42
|
Riversedge Advisors
Wilmington,
Delaware
|
$914K
|
-$28.6K
|
-1,039
|
-3%
|
|
|
43
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$903K
|
+$1.08M
|
+39,267
|
New
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$822K
|
-$523
|
-19
|
-0.1%
|
|
|
45
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$814K
|
+$974K
|
+35,405
|
New
|
|
|
46
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$734K
|
+$142K
|
+5,153
|
+19%
|
|
|
47
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$630K
|
–
|
–
|
–
|
|
|
48
|
Titleist Capital
San Antonio,
Texas
|
$625K
|
+$748K
|
+27,165
|
New
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$612K
|
+$48.3K
|
+1,756
|
+7%
|
|
|
50
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$526K
|
+$629K
|
+22,867
|
New
|
|
