|
26
|
Financial Symmetry
Raleigh,
North Carolina
|
$373K
|
+$1.82K
|
+31
|
+0.5%
|
|
|
27
|
Kane Co Wealth Management
Johnston,
Iowa
|
$326K
|
+$316K
|
+5,385
|
New
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$285K
|
+$276K
|
+4,704
|
New
|
|
|
29
|
SouthState Corp
Winter Haven,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
30
|
Focus Partners Wealth
Boston,
Massachusetts
|
$249K
|
–
|
–
|
–
|
|
|
31
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$224K
|
+$217K
|
+3,700
|
New
|
|
|
32
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$207K
|
+$201K
|
+3,414
|
New
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$178K
|
-$1.47K
|
-25
|
-0.8%
|
|
|
34
|
DecisionPoint Financial
Mesa,
Arizona
|
$155K
|
–
|
–
|
–
|
|
|
35
|
Premier Financial Group
Eureka,
California
|
$146K
|
-$1.82K
|
-31
|
-1%
|
|
|
36
|
Asset Dedication LLC
San Francisco,
California
|
$145K
|
+$33.8K
|
+576
|
+32%
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$142K
|
-$190K
|
-3,234
|
-58%
|
|
|
38
|
Prudent Man Investment Management
Louisville,
Colorado
|
$89.3K
|
+$86.6K
|
+1,475
|
New
|
|
|
39
|
Root Financial Partners
Encinitas,
California
|
$82.1K
|
+$79.7K
|
+1,356
|
New
|
|
|
40
|
CNB Bank
Clearfield,
Pennsylvania
|
$64.1K
|
–
|
–
|
–
|
|
|
41
|
|
$23.3K
|
+$22.6K
|
+385
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$12.7K
|
–
|
–
|
–
|
|
|
43
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.26K
|
–
|
–
|
–
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$403K
|
-7,125
|
Closed
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$327K
|
-5,778
|
Closed
|
|
|
46
|
Cloud Capital Management
Seattle,
Washington
|
–
|
-$34K
|
-632
|
Closed
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.24K
|
-22
|
Closed
|
|
