|
26
|
BCGM Wealth Management
Lafayette,
Indiana
|
$429K
|
–
|
–
|
–
|
|
|
27
|
Compass Advisory Group
Melville,
New York
|
$397K
|
-$4.57M
|
-148,745
|
-92%
|
|
|
28
|
Strategic Blueprint
Atlanta,
Georgia
|
$384K
|
-$5.96K
|
-194
|
-2%
|
|
|
29
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$332K
|
+$3.07K
|
+100
|
+0.9%
|
|
|
30
|
Alera Investment Advisors
Deerfield,
Illinois
|
$332K
|
+$4.82K
|
+157
|
+1%
|
|
|
31
|
Sunbelt Securities
Houston,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$259K
|
+$256K
|
+8,346
|
New
|
|
|
33
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$225K
|
-$15.8K
|
-513
|
-7%
|
|
|
34
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$223K
|
–
|
–
|
–
|
|
|
35
|
|
$220K
|
+$218K
|
+7,100
|
New
|
|
|
36
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$219K
|
+$216K
|
+7,042
|
New
|
|
|
37
|
SignatureFD
Atlanta,
Georgia
|
$208K
|
–
|
–
|
–
|
|
|
38
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$93K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$81K
|
–
|
–
|
–
|
|
|
40
|
TFO Wealth Partners
Maumee,
Ohio
|
$65K
|
–
|
–
|
–
|
|
|
41
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$47K
|
–
|
–
|
–
|
|
|
42
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$45K
|
+$44.6K
|
+1,453
|
New
|
|
|
43
|
|
$39K
|
–
|
–
|
–
|
|
|
44
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$31K
|
–
|
–
|
–
|
|
|
45
|
Castleview Partners
Dallas,
Texas
|
$31K
|
+$30.7K
|
+1,000
|
New
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$24.8K
|
–
|
–
|
–
|
|
|
47
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$13K
|
+$12.8K
|
+416
|
New
|
|
|
49
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$9K
|
-$18.3K
|
-595
|
-67%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
