|
26
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.49M
|
-$493K
|
-22,229
|
-16%
|
|
|
27
|
Fusion Family Wealth
Woodbury,
New York
|
$2.49M
|
+$2.74M
|
+123,673
|
New
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$2.41M
|
+$1.82M
|
+82,080
|
+306%
|
|
|
29
|
Harrison & Co Wealth Management
Roanoke,
Virginia
|
$2.31M
|
+$60.9K
|
+2,747
|
+3%
|
|
|
30
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.27M
|
-$3.93M
|
-177,416
|
-63%
|
|
|
31
|
WealthSource Partners
San Luis Obispo,
California
|
$2.22M
|
+$76.9K
|
+3,466
|
+4%
|
|
|
32
|
Sound Stewardship
Overland Park,
Kansas
|
$2.02M
|
+$2.03M
|
+91,425
|
New
|
|
|
33
|
Banta Asset Management
Newport Beach,
California
|
$2.01M
|
+$24.9K
|
+1,125
|
+1%
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$1.79M
|
+$189K
|
+8,536
|
+13%
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$1.7M
|
+$507K
|
+22,848
|
+42%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$1.64M
|
-$41.5K
|
-1,871
|
-2%
|
|
|
37
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.62M
|
+$46.5K
|
+2,098
|
+3%
|
|
|
38
|
Oder Investment Management
Woodland Hills,
California
|
$1.58M
|
+$631K
|
+28,441
|
+66%
|
|
|
39
|
Rebalance
Palo Alto,
California
|
$1.58M
|
+$1.58M
|
+71,425
|
New
|
|
|
40
|
Equitable Holdings
New York
|
$1.54M
|
+$1.54M
|
+69,503
|
New
|
|
|
41
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.48M
|
+$1.48M
|
+66,760
|
New
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
+$108K
|
+4,850
|
+8%
|
|
|
43
|
IRON Financial
Northbrook,
Illinois
|
$1.2M
|
-$22.4K
|
-1,010
|
-2%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.14M
|
+$312K
|
+14,091
|
+38%
|
|
|
45
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.03M
|
-$6.17K
|
-278
|
-0.6%
|
|
|
46
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.03M
|
+$1.03M
|
+46,517
|
New
|
|
|
47
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.03M
|
–
|
–
|
–
|
|
|
48
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$1.02M
|
+$396K
|
+17,840
|
+63%
|
|
|
49
|
|
$1.01M
|
-$239K
|
-10,771
|
-19%
|
|
|
50
|
Merit Financial Group
Alpharetta,
Georgia
|
$983K
|
–
|
–
|
–
|
|
