|
26
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.82M
|
-$29.6K
|
-660
|
-2%
|
|
|
27
|
&Partners
Nashville,
Tennessee
|
$1.74M
|
-$44.8K
|
-1,000
|
-3%
|
|
|
28
|
Lionshead Wealth Management
New York
|
$1.68M
|
-$14.7K
|
-328
|
-0.9%
|
|
|
29
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.66M
|
+$367K
|
+8,188
|
+29%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$1.55M
|
-$522K
|
-11,651
|
-25%
|
|
|
31
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$1.47M
|
-$208K
|
-4,638
|
-13%
|
|
|
32
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.37M
|
-$160K
|
-3,573
|
-11%
|
|
|
33
|
1ST Source Bank
South Bend,
Indiana
|
$1.21M
|
+$4.03K
|
+90
|
+0.3%
|
|
|
34
|
Falcon Wealth Planning
Ontario,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
35
|
Waverly Advisors
Birmingham,
Alabama
|
$1.01M
|
-$11K
|
-246
|
-1%
|
|
|
36
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$982K
|
+$48.3K
|
+1,079
|
+5%
|
|
|
37
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$922K
|
-$6.72K
|
-150
|
-0.7%
|
|
|
38
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$900K
|
-$9.85K
|
-220
|
-1%
|
|
|
39
|
Integrity Financial
Cheyenne,
Wyoming
|
$893K
|
-$8.24K
|
-184
|
-0.9%
|
|
|
40
|
Old Mission Capital
Chicago,
Illinois
|
$881K
|
+$156K
|
+3,488
|
+22%
|
|
|
41
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$880K
|
–
|
–
|
–
|
|
|
42
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$850K
|
+$494K
|
+11,038
|
+144%
|
|
|
43
|
Keystone Wealth Services
Palm Desert,
California
|
$823K
|
-$37.5K
|
-838
|
-4%
|
|
|
44
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$744K
|
-$35.8K
|
-800
|
-5%
|
|
|
45
|
Buck Wealth Strategies
Denver,
Colorado
|
$718K
|
–
|
–
|
–
|
|
|
46
|
|
$691K
|
+$680K
|
+15,179
|
New
|
|
|
47
|
Geneos Wealth Management
Englewood,
Colorado
|
$659K
|
+$14.6K
|
+327
|
+2%
|
|
|
48
|
Per Stirling Capital Management
Austin,
Texas
|
$635K
|
-$9.08M
|
-202,896
|
-94%
|
|
|
49
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$629K
|
-$12.2K
|
-273
|
-2%
|
|
|
50
|
LifeWealth Investments
Winter Garden,
Florida
|
$618K
|
-$8.87K
|
-198
|
-1%
|
|
