|
26
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.61M
|
+$136K
|
+7,170
|
+10%
|
|
|
27
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.59M
|
-$142K
|
-7,500
|
-9%
|
|
|
28
|
First National Corp
Rockland,
Massachusetts
|
$1.51M
|
+$142K
|
+7,530
|
+11%
|
|
|
29
|
Wealthspire Advisors (New York)
New York
|
$1.44M
|
–
|
–
|
–
|
|
|
30
|
Kaizen Financial Strategies
Campbell,
California
|
$1.23M
|
+$9.59K
|
+507
|
+0.8%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$171K
|
+9,063
|
+18%
|
|
|
32
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.16M
|
–
|
–
|
–
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$1.1M
|
+$352K
|
+18,630
|
+53%
|
|
|
34
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
35
|
Brown Brothers Harriman & Co
New York
|
$1.04M
|
–
|
–
|
–
|
|
|
36
|
Foster Group
West Des Moines,
Iowa
|
$1.01M
|
–
|
–
|
–
|
|
|
37
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$984K
|
+$4.94K
|
+261
|
+0.5%
|
|
|
38
|
Wade Financial Advisory
Campbell,
California
|
$973K
|
-$12.1K
|
-642
|
-1%
|
|
|
39
|
Red Tortoise LLC
Atlanta,
Georgia
|
$929K
|
+$4.26K
|
+225
|
+0.5%
|
|
|
40
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$926K
|
-$4.71K
|
-249
|
-0.5%
|
|
|
41
|
SeaCrest Wealth Management
Purchase,
New York
|
$908K
|
-$23.9K
|
-1,266
|
-3%
|
|
|
42
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$895K
|
–
|
–
|
–
|
|
|
43
|
Channel Wealth
Santa Barbara,
California
|
$865K
|
-$156K
|
-8,250
|
-16%
|
|
|
44
|
GSG Advisors
Mount Laurel,
New Jersey
|
$835K
|
+$2.67K
|
+141
|
+0.3%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$819K
|
-$93.6K
|
-4,947
|
-11%
|
|
|
46
|
James Investment Research
Alpha,
Ohio
|
$786K
|
+$92.6K
|
+4,896
|
+15%
|
|
|
47
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$777K
|
+$406K
|
+21,441
|
+128%
|
|
|
48
|
MAI Capital Management
Independence,
Ohio
|
$776K
|
-$28.2K
|
-1,491
|
-4%
|
|
|
49
|
HB Wealth Management
Atlanta,
Georgia
|
$771K
|
–
|
–
|
–
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$764K
|
+$11.6K
|
+612
|
+2%
|
|
