|
26
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$395K
|
-$5.14K
|
-104
|
-1%
|
|
|
27
|
Modern Wealth Management
Lenexa,
Kansas
|
$382K
|
–
|
–
|
–
|
|
|
28
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$341K
|
-$1.94M
|
-39,280
|
-85%
|
|
|
29
|
Abacus Planning Group
Columbia,
South Carolina
|
$338K
|
–
|
–
|
–
|
|
|
30
|
McCarter Private Wealth Services
Boston,
Massachusetts
|
$321K
|
+$61.7K
|
+1,250
|
+23%
|
|
|
31
|
Belpointe Asset Management
Reno,
Nevada
|
$321K
|
+$332K
|
+6,718
|
New
|
|
|
32
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$321K
|
+$332K
|
+6,718
|
New
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$313K
|
–
|
–
|
–
|
|
|
34
|
KWB Wealth
Redlands,
California
|
$280K
|
-$18.8K
|
-381
|
-6%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$256K
|
+$264K
|
+5,349
|
New
|
|
|
36
|
Diversified Trust
Memphis,
Tennessee
|
$243K
|
–
|
–
|
–
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$242K
|
-$12.8K
|
-259
|
-5%
|
|
|
38
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$240K
|
+$14.2K
|
+288
|
+6%
|
|
|
39
|
Savant Capital
Rockford,
Illinois
|
$232K
|
–
|
–
|
–
|
|
|
40
|
Financially in Tune
Stoneham,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
41
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$208K
|
+$395
|
+8
|
+0.2%
|
|
|
42
|
Biltmore Family Office
Charlotte,
North Carolina
|
$138K
|
–
|
–
|
–
|
|
|
43
|
NBT Bank
Norwich,
New York
|
$123K
|
–
|
–
|
–
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$104K
|
–
|
–
|
–
|
|
|
45
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$103K
|
–
|
–
|
–
|
|
|
46
|
Longview Asset Management (California)
San Rafael,
California
|
$91.4K
|
-$1.09K
|
-22
|
-1%
|
|
|
47
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$58K
|
–
|
–
|
–
|
|
|
48
|
Timmons Wealth Management
Attleboro,
Massachusetts
|
$25.8K
|
–
|
–
|
–
|
|
|
49
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$18.3K
|
-$741
|
-15
|
-4%
|
|
|
50
|
Farther Finance Advisors
San Francisco,
California
|
$10.1K
|
–
|
–
|
–
|
|
