|
26
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$640K
|
-$25.8K
|
-700
|
-4%
|
|
|
27
|
Rovin Capital
Mesa,
Arizona
|
$640K
|
+$634K
|
+17,163
|
New
|
|
|
28
|
Alera Investment Advisors
Deerfield,
Illinois
|
$627K
|
–
|
–
|
–
|
|
|
29
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$572K
|
+$598K
|
+16,201
|
New
|
|
|
30
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$499K
|
-$447K
|
-12,110
|
-48%
|
|
|
31
|
Arax Advisory Partners
Denver,
Colorado
|
$438K
|
+$95.4K
|
+2,583
|
+28%
|
|
|
32
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$339K
|
+$18.5K
|
+500
|
+6%
|
|
|
33
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$334K
|
-$1.33K
|
-36
|
-0.4%
|
|
|
34
|
Orion Capital Management
Coronado,
California
|
$331K
|
–
|
–
|
–
|
|
|
35
|
Frontier Wealth Management
Kansas City,
Missouri
|
$311K
|
–
|
–
|
–
|
|
|
36
|
Axxcess Wealth Management
Carlsbad,
California
|
$293K
|
+$290K
|
+7,850
|
New
|
|
|
37
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$291K
|
-$29.5K
|
-800
|
-9%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$289K
|
–
|
–
|
–
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$288K
|
–
|
–
|
–
|
|
|
40
|
Soltis Investment Advisors
St. George,
Utah
|
$270K
|
-$292K
|
-7,900
|
-52%
|
|
|
41
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$254K
|
+$252K
|
+6,811
|
New
|
|
|
42
|
My Personal CFO LLC
Vancouver,
Washington
|
$248K
|
+$246K
|
+6,650
|
New
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$247K
|
+$245K
|
+6,632
|
New
|
|
|
44
|
Koshinski Asset Management
Decatur,
Illinois
|
$245K
|
–
|
–
|
–
|
|
|
45
|
Round Table Services
Westfield,
New Jersey
|
$223K
|
–
|
–
|
–
|
|
|
46
|
Founders Financial Securities
Towson,
Maryland
|
$220K
|
–
|
–
|
–
|
|
|
47
|
BCGM Wealth Management
Lafayette,
Indiana
|
$218K
|
+$215K
|
+5,834
|
New
|
|
|
48
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$216K
|
+$214K
|
+5,802
|
New
|
|
|
49
|
Slow Capital
Greenbrae,
California
|
$204K
|
-$1.4M
|
-37,892
|
-87%
|
|
|
50
|
Harbour Investments
Madison,
Wisconsin
|
$169K
|
-$39.4K
|
-1,066
|
-19%
|
|
