|
26
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.22M
|
+$16.8K
|
+493
|
+1%
|
|
|
27
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.09M
|
+$1.07M
|
+31,351
|
New
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$1.08M
|
+$739K
|
+21,732
|
+230%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$1.03M
|
+$127K
|
+3,750
|
+14%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03M
|
+$343K
|
+10,104
|
+51%
|
|
|
31
|
PKS Advisory Services
Albany,
New York
|
$982K
|
-$192K
|
-5,634
|
-17%
|
|
|
32
|
Focus Partners Wealth
Boston,
Massachusetts
|
$914K
|
+$562K
|
+16,540
|
+168%
|
|
|
33
|
James Investment Research
Alpha,
Ohio
|
$885K
|
+$120K
|
+3,527
|
+16%
|
|
|
34
|
|
$823K
|
+$95.4K
|
+2,806
|
+13%
|
|
|
35
|
CRA Financial Services
Northfield,
New Jersey
|
$793K
|
+$476
|
+14
|
+0.1%
|
|
|
36
|
NFP Retirement Inc
Aliso Viejo,
California
|
$783K
|
+$76.1K
|
+2,240
|
+11%
|
|
|
37
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$726K
|
-$26.5K
|
-780
|
-4%
|
|
|
38
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$711K
|
+$2.89K
|
+85
|
+0.4%
|
|
|
39
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$707K
|
+$5.51K
|
+162
|
+0.8%
|
|
|
40
|
Mercer Global Advisors
Denver,
Colorado
|
$696K
|
+$133K
|
+3,906
|
+24%
|
|
|
41
|
RWA Wealth Partners
Newton,
Massachusetts
|
$694K
|
–
|
–
|
–
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$655K
|
+$68.4K
|
+2,012
|
+12%
|
|
|
43
|
WBH Advisory
Baltimore,
Maryland
|
$649K
|
+$2.62K
|
+77
|
+0.4%
|
|
|
44
|
Clarity Asset Management
Ames,
Iowa
|
$627K
|
+$17.8K
|
+524
|
+3%
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$589K
|
+$68
|
+2
|
+0%
|
|
|
46
|
Alchemi Wealth
Essex,
Connecticut
|
$580K
|
+$569K
|
+16,735
|
New
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$578K
|
+$385K
|
+11,315
|
+211%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$509K
|
+$115K
|
+3,382
|
+30%
|
|
|
49
|
Evansbrook
Bolingbrook,
Illinois
|
$504K
|
+$494K
|
+14,541
|
New
|
|
|
50
|
Dunhill Financial
London,
United Kingdom
|
$474K
|
+$10.5K
|
+308
|
+2%
|
|
