|
26
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.28M
|
+$1.36M
|
+20,000
|
New
|
|
|
27
|
LWM Advisory Services
Plantation,
Florida
|
$1.27M
|
–
|
–
|
–
|
|
|
28
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.21M
|
+$480K
|
+7,070
|
+58%
|
|
|
29
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.16M
|
+$666K
|
+9,810
|
+115%
|
|
|
30
|
Worth Asset Management
Dallas,
Texas
|
$1.15M
|
-$14.5K
|
-214
|
-1%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12M
|
+$337K
|
+4,964
|
+39%
|
|
|
32
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.1M
|
+$1.18M
|
+17,441
|
New
|
|
|
33
|
|
$974K
|
+$337K
|
+4,963
|
+43%
|
|
|
34
|
Mercer Global Advisors
Denver,
Colorado
|
$860K
|
+$929K
|
+13,673
|
New
|
|
|
35
|
Lunt Capital Management
Holladay,
Utah
|
$819K
|
+$885K
|
+13,027
|
New
|
|
|
36
|
Brown Advisory
Baltimore,
Maryland
|
$805K
|
–
|
–
|
–
|
|
|
37
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$710K
|
-$30.4K
|
-448
|
-4%
|
|
|
38
|
M Wealth Management LLC
San Diego,
California
|
$682K
|
-$238K
|
-3,510
|
-24%
|
|
|
39
|
Atria Investments
Charlotte,
North Carolina
|
$540K
|
-$3.47M
|
-51,125
|
-86%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$503K
|
+$280K
|
+4,126
|
+107%
|
|
|
41
|
XY Planning Network
Bozeman,
Montana
|
$501K
|
-$402K
|
-5,915
|
-43%
|
|
|
42
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$487K
|
-$19.4K
|
-286
|
-4%
|
|
|
43
|
Quantinno Capital Management
New York
|
$449K
|
+$485K
|
+7,141
|
New
|
|
|
44
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$444K
|
-$71.9K
|
-1,059
|
-13%
|
|
|
45
|
AQR Capital Management
Greenwich,
Connecticut
|
$414K
|
+$447K
|
+6,575
|
New
|
|
|
46
|
Prospera Financial Services
Dallas,
Texas
|
$396K
|
+$61.3K
|
+902
|
+17%
|
|
|
47
|
Optivise Advisory Services
Franklin,
Tennessee
|
$379K
|
-$81K
|
-1,193
|
-17%
|
|
|
48
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$378K
|
+$170K
|
+2,506
|
+72%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
$373K
|
-$1.36M
|
-19,998
|
-77%
|
|
|
50
|
CreativeOne Wealth
Overland Park,
Kansas
|
$312K
|
+$337K
|
+4,955
|
New
|
|
