|
26
|
RFG Advisory
Birmingham,
Alabama
|
$339K
|
+$338K
|
+7,276
|
New
|
|
|
27
|
Abacus Planning Group
Columbia,
South Carolina
|
$328K
|
–
|
–
|
–
|
|
|
28
|
Asset Dedication LLC
San Francisco,
California
|
$305K
|
–
|
–
|
–
|
|
|
29
|
KWB Wealth
Redlands,
California
|
$297K
|
+$297K
|
+6,389
|
New
|
|
|
30
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$254K
|
+$254K
|
+5,468
|
New
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$248K
|
-$5.62K
|
-121
|
-2%
|
|
|
32
|
|
$245K
|
-$3.34K
|
-72
|
-1%
|
|
|
33
|
Diversified Trust
Memphis,
Tennessee
|
$236K
|
–
|
–
|
–
|
|
|
34
|
Savant Capital
Rockford,
Illinois
|
$225K
|
+$5.15K
|
+111
|
+2%
|
|
|
35
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$220K
|
-$111K
|
-2,397
|
-34%
|
|
|
36
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$214K
|
+$409K
|
+8,803
|
New
|
|
|
37
|
Financially in Tune
Stoneham,
Massachusetts
|
$213K
|
+$213K
|
+4,580
|
New
|
|
|
38
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$202K
|
+$201K
|
+4,334
|
New
|
|
|
39
|
|
$195K
|
+$49.1K
|
+1,057
|
+34%
|
|
|
40
|
Biltmore Family Office
Charlotte,
North Carolina
|
$134K
|
–
|
–
|
–
|
|
|
41
|
NBT Bank
Norwich,
New York
|
$119K
|
+$14.2K
|
+305
|
+13%
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$101K
|
–
|
–
|
–
|
|
|
43
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$100K
|
-$2.32K
|
-50
|
-2%
|
|
|
44
|
Longview Asset Management (California)
San Rafael,
California
|
$89.9K
|
-$2.69K
|
-58
|
-3%
|
|
|
45
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$58.6K
|
–
|
–
|
–
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$36.3K
|
+$36.2K
|
+780
|
New
|
|
|
47
|
Physician Wealth Advisors
Midvale,
Utah
|
$25.8K
|
-$1.25K
|
-27
|
-5%
|
|
|
48
|
Timmons Wealth Management
Attleboro,
Massachusetts
|
$25.1K
|
+$25K
|
+539
|
New
|
|
|
49
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$18.5K
|
–
|
–
|
–
|
|
|
50
|
Farther Finance Advisors
San Francisco,
California
|
$9.77K
|
+$9.75K
|
+210
|
New
|
|
