|
26
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$4.47M
|
+$4.46M
|
+191,916
|
New
|
|
|
27
|
Denver PWM
Denver,
Colorado
|
$4.04M
|
-$768K
|
-33,017
|
-16%
|
|
|
28
|
Blue Barn Wealth
Orem,
Utah
|
$3.98M
|
+$2.39M
|
+102,822
|
+152%
|
|
|
29
|
Belpointe Asset Management
Reno,
Nevada
|
$3.87M
|
+$3.86M
|
+165,912
|
New
|
|
|
30
|
Prospera Financial Services
Dallas,
Texas
|
$3.87M
|
-$143K
|
-6,129
|
-4%
|
|
|
31
|
Atwood & Palmer
Kansas City,
Missouri
|
$3.78M
|
-$646K
|
-27,750
|
-15%
|
|
|
32
|
IFP Advisors
Tampa,
Florida
|
$3.68M
|
+$27.9K
|
+1,201
|
+0.9%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.64M
|
+$766K
|
+32,922
|
+27%
|
|
|
34
|
SFE Investment Counsel
Los Angeles,
California
|
$3.64M
|
-$4.53M
|
-194,770
|
-56%
|
|
|
35
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$3.39M
|
+$3.38M
|
+145,275
|
New
|
|
|
36
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.33M
|
-$93.8K
|
-4,032
|
-3%
|
|
|
37
|
WealthSource Partners
San Luis Obispo,
California
|
$3.26M
|
+$477K
|
+20,521
|
+17%
|
|
|
38
|
Rebalance
Palo Alto,
California
|
$2.92M
|
+$2.92M
|
+125,440
|
New
|
|
|
39
|
|
$2.92M
|
+$107K
|
+4,617
|
+4%
|
|
|
40
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$2.64M
|
+$2.96K
|
+127
|
+0.1%
|
|
|
41
|
AE Wealth Management
Topeka,
Kansas
|
$2.51M
|
-$457K
|
-19,658
|
-15%
|
|
|
42
|
Retirement Solution
Redmond,
Washington
|
$2.37M
|
-$483K
|
-20,756
|
-17%
|
|
|
43
|
Harrison & Co Wealth Management
Roanoke,
Virginia
|
$2.31M
|
-$15.7K
|
-674
|
-0.7%
|
|
|
44
|
Wealthspire Advisors (New York)
New York
|
$2.28M
|
-$298K
|
-12,827
|
-12%
|
|
|
45
|
Atria Wealth Solutions
New York
|
$2.17M
|
-$80.6K
|
-3,463
|
-4%
|
|
|
46
|
Bellecapital
Zurich,
Switzerland
|
$2.15M
|
-$168K
|
-7,241
|
-7%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.13M
|
-$3.19M
|
-137,132
|
-60%
|
|
|
48
|
Sound Stewardship
Overland Park,
Kansas
|
$2.12M
|
+$2.11M
|
+90,775
|
New
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$1.89M
|
+$1.37M
|
+58,883
|
+264%
|
|
|
50
|
Delta Investment Management
San Francisco,
California
|
$1.73M
|
-$34K
|
-1,463
|
-2%
|
|
