|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$494K
|
-$740K
|
-13,558
|
-60%
|
|
|
27
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$491K
|
+$494K
|
+9,054
|
New
|
|
|
28
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$486K
|
-$150K
|
-2,751
|
-24%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$404K
|
+$11.8K
|
+217
|
+3%
|
|
|
30
|
Epstein & White Financial
San Diego,
California
|
$385K
|
–
|
–
|
–
|
|
|
31
|
Central Trust Company
Jefferson City,
Missouri
|
$368K
|
-$186K
|
-3,412
|
-34%
|
|
|
32
|
Abacus Wealth Partners
Santa Monica,
California
|
$268K
|
-$1.8M
|
-33,056
|
-87%
|
|
|
33
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$262K
|
–
|
–
|
–
|
|
|
34
|
AssetMark Inc
Concord,
California
|
$241K
|
+$24.8K
|
+455
|
+12%
|
|
|
35
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$239K
|
+$101K
|
+1,850
|
+73%
|
|
|
36
|
Old Mission Capital
Chicago,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
37
|
FundX Investment Group
San Francisco,
California
|
$220K
|
-$73K
|
-1,337
|
-5%
|
|
|
38
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$201K
|
–
|
–
|
–
|
|
|
39
|
JFG Wealth Management
Denver,
Colorado
|
$201K
|
+$200K
|
+3,668
|
New
|
|
|
40
|
Next Financial Group
Houston,
Texas
|
$178K
|
+$19.7K
|
+361
|
+12%
|
|
|
41
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$139K
|
+$14.8K
|
+271
|
+12%
|
|
|
42
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$108K
|
-$1.09K
|
-20
|
-1%
|
|
|
43
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$66K
|
+$66.1K
|
+1,211
|
New
|
|
|
44
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
45
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$45K
|
+$7.7K
|
+141
|
+21%
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42K
|
–
|
–
|
–
|
|
|
47
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$42K
|
+$41.9K
|
+767
|
New
|
|
|
48
|
IFP Advisors
Tampa,
Florida
|
$38K
|
–
|
–
|
–
|
|
|
49
|
Archer Investment Corporation
Carmel,
Indiana
|
$37.3K
|
–
|
–
|
–
|
|
|
50
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$34K
|
+$3K
|
+55
|
+10%
|
|
