|
26
|
True North Advisors
Dallas,
Texas
|
$4.42M
|
-$140K
|
-5,766
|
-3%
|
|
|
27
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$4.24M
|
+$1.23M
|
+50,872
|
+44%
|
|
|
28
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$4.21M
|
-$5.1M
|
-210,646
|
-56%
|
|
|
29
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.94M
|
+$222K
|
+9,186
|
+6%
|
|
|
30
|
Opes Wealth Management
Menlo Park,
California
|
$3.93M
|
+$1.1M
|
+45,524
|
+42%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$3.39M
|
+$201K
|
+8,302
|
+7%
|
|
|
32
|
Old Mission Capital
Chicago,
Illinois
|
$3.35M
|
+$3.2M
|
+132,230
|
New
|
|
|
33
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$3.33M
|
+$1.25M
|
+51,460
|
+64%
|
|
|
34
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.33M
|
–
|
–
|
–
|
|
|
35
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.81M
|
-$94.8K
|
-3,916
|
-3%
|
|
|
36
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.54M
|
-$129K
|
-5,346
|
-5%
|
|
|
37
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.43M
|
+$251K
|
+10,390
|
+12%
|
|
|
38
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.41M
|
-$7.36K
|
-304
|
-0.3%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.31M
|
-$240K
|
-9,902
|
-10%
|
|
|
40
|
Madison Wealth Management
Cincinnati,
Ohio
|
$2.26M
|
+$613K
|
+25,338
|
+40%
|
|
|
41
|
Southern Wealth Management
Dallas,
Texas
|
$2.21M
|
+$3.87K
|
+160
|
+0.2%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.11M
|
+$1.83M
|
+75,536
|
+978%
|
|
|
43
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.03M
|
-$484
|
-20
|
-0%
|
|
|
44
|
Asset Dedication LLC
San Francisco,
California
|
$1.91M
|
-$277K
|
-11,452
|
-13%
|
|
|
45
|
Reston Wealth Management
Reston,
Virginia
|
$1.75M
|
-$30.3K
|
-1,252
|
-2%
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$1.68M
|
+$655K
|
+27,070
|
+69%
|
|
|
47
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.62M
|
-$1.09M
|
-45,136
|
-42%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$1.62M
|
-$93.7K
|
-3,870
|
-6%
|
|
|
49
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.55M
|
+$7.74K
|
+320
|
+0.5%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$1.49M
|
+$422K
|
+17,448
|
+42%
|
|
