|
26
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.65M
|
+$1.73M
|
+65,505
|
New
|
|
|
27
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$1.63M
|
+$252K
|
+9,543
|
+17%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$91.9K
|
+3,482
|
+6%
|
|
|
29
|
Western Wealth Management
Golden,
Colorado
|
$1.37M
|
-$86.8K
|
-3,288
|
-6%
|
|
|
30
|
Napa Wealth Management
Napa,
California
|
$1.24M
|
+$1.29M
|
+49,060
|
New
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.23M
|
+$62.5K
|
+2,367
|
+5%
|
|
|
32
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$1.1M
|
+$40.8K
|
+1,545
|
+4%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$977K
|
+$231K
|
+8,760
|
+29%
|
|
|
34
|
D.A. Davidson & Co
Great Falls,
Montana
|
$936K
|
+$83.2K
|
+3,154
|
+9%
|
|
|
35
|
|
$883K
|
+$8.58K
|
+325
|
+0.9%
|
|
|
36
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$833K
|
+$34K
|
+1,288
|
+4%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$811K
|
+$1.03K
|
+39
|
+0.1%
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$789K
|
+$71.7K
|
+2,717
|
+10%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$772K
|
-$69.8K
|
-2,646
|
-8%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$684K
|
+$14.9K
|
+563
|
+2%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$463K
|
+$7.39K
|
+280
|
+2%
|
|
|
42
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$441K
|
+$8K
|
+303
|
+2%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$389K
|
-$112K
|
-4,239
|
-22%
|
|
|
44
|
Bravias Capital Group
Iselin,
New Jersey
|
$383K
|
+$395K
|
+14,976
|
New
|
|
|
45
|
Meridian Financial Partners
Warrenton,
Virginia
|
$317K
|
-$51.7K
|
-1,958
|
-13%
|
|
|
46
|
Independent Financial Group
San Diego,
California
|
$311K
|
+$8.21K
|
+311
|
+3%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$292K
|
-$132K
|
-4,988
|
-30%
|
|
|
48
|
Snowden Capital Advisors
New York
|
$252K
|
–
|
–
|
–
|
|
|
49
|
Sapient Capital
Indianapolis,
Indiana
|
$250K
|
–
|
–
|
–
|
|
|
50
|
Farther Finance Advisors
San Francisco,
California
|
$47.6K
|
-$14.7K
|
-556
|
-23%
|
|
