|
26
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.13M
|
-$41.2K
|
-1,265
|
-4%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$874K
|
+$294K
|
+9,011
|
+53%
|
|
|
28
|
CRA Financial Services
Northfield,
New Jersey
|
$766K
|
-$5.8K
|
-178
|
-0.8%
|
|
|
29
|
James Investment Research
Alpha,
Ohio
|
$738K
|
+$99.8K
|
+3,064
|
+16%
|
|
|
30
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$729K
|
-$10.7K
|
-329
|
-1%
|
|
|
31
|
Beacon Pointe Advisors
Newport Beach,
California
|
$726K
|
+$705K
|
+21,649
|
New
|
|
|
32
|
|
$702K
|
+$187K
|
+5,735
|
+38%
|
|
|
33
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$685K
|
+$2.87K
|
+88
|
+0.4%
|
|
|
34
|
NFP Retirement Inc
Aliso Viejo,
California
|
$683K
|
-$2.93K
|
-90
|
-0.4%
|
|
|
35
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$677K
|
+$101K
|
+3,090
|
+18%
|
|
|
36
|
RWA Wealth Partners
Newton,
Massachusetts
|
$671K
|
–
|
–
|
–
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$659K
|
-$26.8M
|
-823,027
|
-98%
|
|
|
38
|
WBH Advisory
Baltimore,
Maryland
|
$625K
|
+$2.64K
|
+81
|
+0.4%
|
|
|
39
|
Clarity Asset Management
Ames,
Iowa
|
$589K
|
+$83.1K
|
+2,552
|
+17%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$570K
|
+$4.2K
|
+129
|
+0.8%
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$567K
|
+$35.4K
|
+1,088
|
+7%
|
|
|
42
|
Larson Financial Group
St Louis,
Missouri
|
$544K
|
-$64.3K
|
-1,974
|
-11%
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$542K
|
+$17.5K
|
+538
|
+3%
|
|
|
44
|
Stonegate Investment Group
Birmingham,
Alabama
|
$462K
|
–
|
–
|
–
|
|
|
45
|
Dunhill Financial
London,
United Kingdom
|
$448K
|
+$436K
|
+13,372
|
New
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
$434K
|
+$489
|
+15
|
+0.1%
|
|
|
47
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$430K
|
-$32.9K
|
-1,010
|
-7%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$379K
|
+$23.2K
|
+711
|
+7%
|
|
|
49
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$366K
|
+$32.9K
|
+1,009
|
+10%
|
|
|
50
|
Bestgate Wealth Advisors
Frederick,
Maryland
|
$364K
|
–
|
–
|
–
|
|
