|
26
|
LPL Financial
San Diego,
California
|
$492K
|
+$172K
|
+3,141
|
+59%
|
|
|
27
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$442K
|
-$34.7K
|
-634
|
-8%
|
|
|
28
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$413K
|
–
|
–
|
–
|
|
|
29
|
Abacus Planning Group
Columbia,
South Carolina
|
$389K
|
-$19.1K
|
-349
|
-5%
|
|
|
30
|
Asset Dedication LLC
San Francisco,
California
|
$380K
|
–
|
–
|
–
|
|
|
31
|
Modern Wealth Management
Lenexa,
Kansas
|
$348K
|
-$105K
|
-1,911
|
-24%
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$302K
|
+$20.4K
|
+373
|
+8%
|
|
|
33
|
Diversified Trust
Memphis,
Tennessee
|
$294K
|
–
|
–
|
–
|
|
|
34
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$292K
|
+$438
|
+8
|
+0.2%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$279K
|
-$13.9K
|
-253
|
-5%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$263K
|
+$249K
|
+4,547
|
New
|
|
|
37
|
Belpointe Asset Management
Reno,
Nevada
|
$239K
|
-$142K
|
-2,590
|
-39%
|
|
|
38
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$239K
|
-$142K
|
-2,590
|
-39%
|
|
|
39
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$239K
|
-$142K
|
-2,590
|
-39%
|
|
|
40
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$231K
|
-$19.3K
|
-353
|
-8%
|
|
|
41
|
|
$224K
|
-$275K
|
-5,021
|
-56%
|
|
|
42
|
KWB Wealth
Redlands,
California
|
$222K
|
-$120K
|
-2,185
|
-36%
|
|
|
43
|
Biltmore Family Office
Charlotte,
North Carolina
|
$167K
|
–
|
–
|
–
|
|
|
44
|
NBT Bank
Norwich,
New York
|
$148K
|
-$548
|
-10
|
-0.4%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$126K
|
–
|
–
|
–
|
|
|
46
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$125K
|
–
|
–
|
–
|
|
|
47
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$71.7K
|
–
|
–
|
–
|
|
|
48
|
IMA Advisory Services
Denver,
Colorado
|
$67.2K
|
+$63.6K
|
+1,160
|
New
|
|
|
49
|
Longview Asset Management (California)
San Rafael,
California
|
$67.2K
|
-$41.2K
|
-752
|
-39%
|
|
|
50
|
AssetMark Inc
Concord,
California
|
$66.9K
|
+$64.2K
|
+1,171
|
New
|
|
