|
26
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.11M
|
-$35.9K
|
-1,186
|
-3%
|
|
|
27
|
PKS Advisory Services
Albany,
New York
|
$1.08M
|
-$2.27K
|
-75
|
-0.2%
|
|
|
28
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.01M
|
+$964K
|
+31,863
|
New
|
|
|
29
|
CRA Financial Services
Northfield,
New Jersey
|
$732K
|
-$10.6K
|
-350
|
-1%
|
|
|
30
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$701K
|
-$3.81K
|
-126
|
-0.6%
|
|
|
31
|
NFP Retirement Inc
Aliso Viejo,
California
|
$650K
|
+$27K
|
+891
|
+5%
|
|
|
32
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$646K
|
+$615K
|
+20,328
|
New
|
|
|
33
|
RWA Wealth Partners
Newton,
Massachusetts
|
$636K
|
–
|
–
|
–
|
|
|
34
|
|
$635K
|
-$1.69M
|
-55,931
|
-74%
|
|
|
35
|
Avantax Advisory Services
Dallas,
Texas
|
$608K
|
+$146K
|
+4,820
|
+34%
|
|
|
36
|
James Investment Research
Alpha,
Ohio
|
$602K
|
+$41.6K
|
+1,373
|
+8%
|
|
|
37
|
WBH Advisory
Baltimore,
Maryland
|
$590K
|
+$2.66K
|
+88
|
+0.5%
|
|
|
38
|
Larson Financial Group
St Louis,
Missouri
|
$578K
|
-$12.6K
|
-416
|
-2%
|
|
|
39
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$544K
|
-$273K
|
-9,034
|
-35%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$542K
|
+$14.6K
|
+483
|
+3%
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$536K
|
-$70.4K
|
-2,327
|
-12%
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$502K
|
+$7.08K
|
+234
|
+2%
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$497K
|
-$544K
|
-17,972
|
-53%
|
|
|
44
|
|
$483K
|
+$20.5K
|
+677
|
+5%
|
|
|
45
|
Clarity Asset Management
Ames,
Iowa
|
$477K
|
+$393
|
+13
|
+0.1%
|
|
|
46
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$477K
|
+$454K
|
+15,007
|
New
|
|
|
47
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$439K
|
+$35.4K
|
+1,168
|
+9%
|
|
|
48
|
Stonegate Investment Group
Birmingham,
Alabama
|
$438K
|
–
|
–
|
–
|
|
|
49
|
Advisory Services Network
Atlanta,
Georgia
|
$412K
|
+$454
|
+15
|
+0.1%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$347K
|
+$330K
|
+10,918
|
New
|
|
