|
26
|
Foster Group
West Des Moines,
Iowa
|
$532K
|
+$310K
|
+5,288
|
+145%
|
|
|
27
|
Total Wealth Planning
Cincinnati,
Ohio
|
$491K
|
+$75.7K
|
+1,292
|
+20%
|
|
|
28
|
|
$481K
|
+$474K
|
+8,084
|
New
|
|
|
29
|
Belpointe Asset Management
Reno,
Nevada
|
$464K
|
+$53.4K
|
+911
|
+13%
|
|
|
30
|
TCI Wealth Advisors
Tucson,
Arizona
|
$451K
|
+$114K
|
+1,938
|
+34%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$418K
|
+$259K
|
+4,426
|
+173%
|
|
|
32
|
Root Financial Partners
Encinitas,
California
|
$416K
|
–
|
–
|
–
|
|
|
33
|
Mercer Global Advisors
Denver,
Colorado
|
$397K
|
+$23.7K
|
+405
|
+6%
|
|
|
34
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$376K
|
+$58.7K
|
+1,002
|
+19%
|
|
|
35
|
Beacon Pointe Advisors
Newport Beach,
California
|
$349K
|
-$80.7K
|
-1,376
|
-19%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$329K
|
-$22K
|
-376
|
-6%
|
|
|
37
|
SC&H Financial Advisors
Sparks,
Maryland
|
$321K
|
+$98.4K
|
+1,679
|
+45%
|
|
|
38
|
Tidal Investments
Milwaukee,
Wisconsin
|
$320K
|
-$20.4K
|
-348
|
-6%
|
|
|
39
|
Blue Trust Inc
Alpharetta,
Georgia
|
$317K
|
–
|
–
|
–
|
|
|
40
|
DecisionPoint Financial
Mesa,
Arizona
|
$309K
|
+$215K
|
+3,659
|
+268%
|
|
|
41
|
Investment Advisory Group
Hanover,
Massachusetts
|
$299K
|
+$294K
|
+5,023
|
New
|
|
|
42
|
Fiduciary Financial Group
San Rafael,
California
|
$281K
|
+$264K
|
+4,511
|
New
|
|
|
43
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$279K
|
–
|
–
|
–
|
|
|
44
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$278K
|
+$28.3K
|
+482
|
+11%
|
|
|
45
|
Sterling Wealth Management
Champaign,
Illinois
|
$273K
|
+$269K
|
+4,585
|
New
|
|
|
46
|
Austin Asset Management
Austin,
Texas
|
$259K
|
–
|
–
|
–
|
|
|
47
|
Safeguard Investment Advisory Group
Corona,
California
|
$251K
|
+$247K
|
+4,206
|
New
|
|
|
48
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$234K
|
+$231K
|
+3,934
|
New
|
|
|
49
|
RAM Investment Partners
Bellevue,
Washington
|
$231K
|
+$227K
|
+3,872
|
New
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$220K
|
+$410
|
+7
|
+0.2%
|
|
