|
26
|
Bank of America
Charlotte,
North Carolina
|
$3.73M
|
-$135K
|
-3,367
|
-4%
|
|
|
27
|
Capstone Wealth Management
Billings,
Montana
|
$3.3M
|
+$11.6K
|
+288
|
+0.4%
|
|
|
28
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.3M
|
-$161K
|
-4,009
|
-5%
|
|
|
29
|
Global Assets Advisory
Orlando,
Florida
|
$3.27M
|
+$3.16M
|
+78,634
|
New
|
|
|
30
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.2M
|
+$429K
|
+10,679
|
+17%
|
|
|
31
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.14M
|
-$4.46K
|
-111
|
-0.2%
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$3.12M
|
+$1.45M
|
+36,080
|
+98%
|
|
|
33
|
Tableaux
Stockbridge,
Massachusetts
|
$2.96M
|
+$298K
|
+7,399
|
+12%
|
|
|
34
|
Evanson Financial
Mclean,
Virginia
|
$2.93M
|
+$2.76M
|
+68,525
|
New
|
|
|
35
|
|
$2.69M
|
+$107K
|
+2,659
|
+4%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$2.61M
|
-$121
|
-3
|
-0%
|
|
|
37
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$2.41M
|
-$34.1K
|
-848
|
-1%
|
|
|
38
|
|
$2.41M
|
-$38.2K
|
-951
|
-2%
|
|
|
39
|
|
$2.4M
|
–
|
–
|
–
|
|
|
40
|
Schubert & Co
Mckinney,
Texas
|
$2.38M
|
+$148K
|
+3,679
|
+7%
|
|
|
41
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.27M
|
-$28K
|
-696
|
-1%
|
|
|
42
|
Wealthspire Advisors (New York)
New York
|
$2.16M
|
-$74.6K
|
-1,856
|
-4%
|
|
|
43
|
CSP Financial Group
Scottsdale,
Arizona
|
$2.14M
|
+$213K
|
+5,305
|
+12%
|
|
|
44
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.03M
|
-$37.9K
|
-943
|
-2%
|
|
|
45
|
Applied Capital
Little Rock,
Arkansas
|
$2.02M
|
-$232K
|
-5,759
|
-11%
|
|
|
46
|
Tortoise Investment Management
White Plains,
New York
|
$1.92M
|
-$52.3K
|
-1,300
|
-3%
|
|
|
47
|
HM Payson & Co
Portland,
Maine
|
$1.85M
|
–
|
–
|
–
|
|
|
48
|
Kestra Advisory Services
Austin,
Texas
|
$1.78M
|
+$27.1K
|
+673
|
+2%
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$1.76M
|
+$181K
|
+4,501
|
+12%
|
|
|
50
|
|
$1.69M
|
-$425K
|
-10,579
|
-21%
|
|
