|
26
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.39M
|
+$252K
|
+12,932
|
+23%
|
|
|
27
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.38M
|
+$58.9K
|
+3,027
|
+5%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$1.31M
|
-$6.4K
|
-329
|
-0.5%
|
|
|
29
|
Fortress Wealth Management
Culver City,
California
|
$1.25M
|
-$2.57M
|
-132,249
|
-68%
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$1.17M
|
+$1.15M
|
+58,873
|
New
|
|
|
31
|
Whitcomb & Hess
Ashland,
Ohio
|
$1.11M
|
-$1.69K
|
-87
|
-0.2%
|
|
|
32
|
Guggenheim Capital
Chicago,
Illinois
|
$1.07M
|
+$24.8K
|
+1,272
|
+2%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$997K
|
+$144K
|
+7,421
|
+17%
|
|
|
34
|
Verde Capital Management
Clarkston,
Michigan
|
$990K
|
+$36.9K
|
+1,896
|
+4%
|
|
|
35
|
Seed Wealth Management
Evanston,
Illinois
|
$967K
|
-$6.81K
|
-350
|
-0.7%
|
|
|
36
|
Sage Advisory Services
Austin,
Texas
|
$848K
|
–
|
–
|
–
|
|
|
37
|
Napa Wealth Management
Napa,
California
|
$835K
|
+$817K
|
+41,978
|
New
|
|
|
38
|
Tidal Investments
Milwaukee,
Wisconsin
|
$809K
|
+$54.8K
|
+2,814
|
+7%
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$796K
|
+$39K
|
+2,005
|
+5%
|
|
|
40
|
Oppenheimer & Co
New York
|
$765K
|
+$126K
|
+6,491
|
+20%
|
|
|
41
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$494K
|
+$87.3K
|
+4,487
|
+22%
|
|
|
42
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$483K
|
+$7.84K
|
+403
|
+2%
|
|
|
43
|
Kingswood Wealth Advisors
San Diego,
California
|
$403K
|
+$394K
|
+20,251
|
New
|
|
|
44
|
Iams Wealth Management
Omaha,
Nebraska
|
$377K
|
-$48.7K
|
-2,502
|
-12%
|
|
|
45
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$373K
|
-$660K
|
-33,916
|
-64%
|
|
|
46
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$371K
|
-$118K
|
-6,082
|
-25%
|
|
|
47
|
Able Wealth Management
Toms River,
New Jersey
|
$364K
|
+$59.1K
|
+3,036
|
+20%
|
|
|
48
|
Trademark Financial Management
Bloomington,
Minnesota
|
$364K
|
+$356K
|
+18,284
|
New
|
|
|
49
|
BTG Pactual Asset Management US
New York
|
$329K
|
+$336K
|
+17,248
|
New
|
|
|
50
|
Hilltop Holdings
Dallas,
Texas
|
$289K
|
-$272K
|
-13,989
|
-49%
|
|
