|
26
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.2M
|
+$670K
|
+22,160
|
+6%
|
|
|
27
|
|
$11.1M
|
+$971K
|
+32,145
|
+10%
|
|
|
28
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$11M
|
+$1.34M
|
+44,471
|
+14%
|
|
|
29
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$10.9M
|
+$20.7K
|
+686
|
+0.2%
|
|
|
30
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.7M
|
+$1.04M
|
+34,331
|
+11%
|
|
|
31
|
Principal Securities
Des Moines,
Iowa
|
$10.3M
|
–
|
–
|
–
|
|
|
32
|
Chilton Capital Management
Houston,
Texas
|
$9.83M
|
-$241K
|
-7,977
|
-2%
|
|
|
33
|
Prairiewood Capital
Fargo,
North Dakota
|
$9.16M
|
+$402K
|
+13,316
|
+5%
|
|
|
34
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.12M
|
-$228K
|
-7,539
|
-2%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$8.44M
|
-$1.39M
|
-45,889
|
-14%
|
|
|
36
|
Waterford Advisors
Orchard Park,
New York
|
$8.34M
|
+$2.75K
|
+91
|
+0%
|
|
|
37
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.2M
|
-$410K
|
-13,567
|
-5%
|
|
|
38
|
Sebold Capital Management
Lisle,
Illinois
|
$8.04M
|
+$129K
|
+4,271
|
+2%
|
|
|
39
|
RHS Financial
San Francisco,
California
|
$7.93M
|
+$64K
|
+2,119
|
+0.8%
|
|
|
40
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$7.75M
|
+$92.2K
|
+3,052
|
+1%
|
|
|
41
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.64M
|
-$755K
|
-24,983
|
-9%
|
|
|
42
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$7.48M
|
+$392K
|
+12,972
|
+6%
|
|
|
43
|
CVA Family Office
Denver,
Colorado
|
$7.26M
|
-$429K
|
-14,192
|
-6%
|
|
|
44
|
Your Advocates Ltd
Houston,
Texas
|
$7.22M
|
+$104K
|
+3,449
|
+1%
|
|
|
45
|
|
$6.93M
|
+$809K
|
+26,783
|
+14%
|
|
|
46
|
Virtue Capital Management
Brentwood,
Tennessee
|
$6.87M
|
+$6.74M
|
+223,005
|
New
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.85M
|
+$686K
|
+22,712
|
+11%
|
|
|
48
|
Bell Investment Advisors
Oakland,
California
|
$6.84M
|
-$96.2K
|
-3,184
|
-1%
|
|
|
49
|
Asset Dedication LLC
San Francisco,
California
|
$6.52M
|
-$721K
|
-23,862
|
-10%
|
|
|
50
|
IFG Advisory
Atlanta,
Georgia
|
$6.39M
|
+$357K
|
+11,803
|
+6%
|
|
