|
26
|
Bellevue Asset Management
Bellevue,
Washington
|
$737K
|
-$19.5K
|
-1,200
|
-3%
|
|
|
27
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$700K
|
-$50.6K
|
-3,123
|
-7%
|
|
|
28
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$700K
|
-$32.1K
|
-1,980
|
-5%
|
|
|
29
|
|
$685K
|
-$2.53K
|
-156
|
-0.7%
|
|
|
30
|
Sage Financial Management Group
Mclean,
Virginia
|
$674K
|
+$639K
|
+39,435
|
New
|
|
|
31
|
|
$657K
|
+$352K
|
+21,732
|
+130%
|
|
|
32
|
Homrich & Berg
Atlanta,
Georgia
|
$647K
|
–
|
–
|
–
|
|
|
33
|
Foster Group
West Des Moines,
Iowa
|
$590K
|
+$37.1K
|
+2,286
|
+7%
|
|
|
34
|
SFMG Wealth Advisors
Plano,
Texas
|
$584K
|
-$79.4K
|
-4,896
|
-13%
|
|
|
35
|
Wade Financial Advisory
Campbell,
California
|
$578K
|
–
|
–
|
–
|
|
|
36
|
Advisornet Financial
Minnetonka,
Minnesota
|
$550K
|
+$1.9K
|
+117
|
+0.4%
|
|
|
37
|
Cozad Asset Management
Champaign,
Illinois
|
$520K
|
–
|
–
|
–
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$500K
|
-$9.97K
|
-615
|
-2%
|
|
|
39
|
Beam Wealth Advisors
Covington,
Louisiana
|
$467K
|
+$442K
|
+27,297
|
New
|
|
|
40
|
CVA Family Office
Denver,
Colorado
|
$459K
|
+$109K
|
+6,714
|
+33%
|
|
|
41
|
First National Corp
Rockland,
Massachusetts
|
$455K
|
-$138K
|
-8,502
|
-24%
|
|
|
42
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$443K
|
–
|
–
|
–
|
|
|
43
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$427K
|
+$101K
|
+6,252
|
+33%
|
|
|
44
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$348K
|
–
|
–
|
–
|
|
|
45
|
Madison Wealth Management
Cincinnati,
Ohio
|
$310K
|
–
|
–
|
–
|
|
|
46
|
SOL Capital Management
Rockville,
Maryland
|
$299K
|
-$38.9K
|
-2,400
|
-12%
|
|
|
47
|
SNS Financial Group
Minneapolis,
Minnesota
|
$292K
|
–
|
–
|
–
|
|
|
48
|
Kendall Capital Management
Rockville,
Maryland
|
$263K
|
+$250K
|
+15,405
|
New
|
|
|
49
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$258K
|
–
|
–
|
–
|
|
|
50
|
LPL Financial
San Diego,
California
|
$257K
|
-$4.81K
|
-297
|
-2%
|
|
