|
26
|
BHK Investment Advisors
Birmingham,
Alabama
|
$4.4M
|
-$783K
|
-8,750
|
-15%
|
|
|
27
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.19M
|
+$2.24M
|
+25,055
|
+114%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.06M
|
+$2.23M
|
+24,952
|
+122%
|
|
|
29
|
Sage Rhino Capital
Menlo Park,
California
|
$3.96M
|
+$3.97M
|
+44,401
|
New
|
|
|
30
|
Financial Futures
Brielle,
New Jersey
|
$3.47M
|
-$749K
|
-8,371
|
-18%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$3.34M
|
+$464K
|
+5,185
|
+16%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.94M
|
+$324K
|
+3,616
|
+12%
|
|
|
33
|
Beaumont Capital Management
Boston,
Massachusetts
|
$2.91M
|
+$241K
|
+2,693
|
+9%
|
|
|
34
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.88M
|
+$2.15M
|
+24,002
|
+289%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$2.71M
|
-$7.88K
|
-88
|
-0.3%
|
|
|
36
|
Roundview Capital
Princeton,
New Jersey
|
$2.64M
|
-$488K
|
-5,449
|
-16%
|
|
|
37
|
Huntington National Bank
Columbus,
Ohio
|
$2.53M
|
–
|
–
|
–
|
|
|
38
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$2.46M
|
-$30.3K
|
-338
|
-1%
|
|
|
39
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$2.42M
|
+$27.4K
|
+306
|
+1%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.41M
|
-$204K
|
-2,278
|
-8%
|
|
|
41
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.35M
|
-$27.1K
|
-303
|
-1%
|
|
|
42
|
Crestone Asset Management
Boulder,
Colorado
|
$2.19M
|
+$276K
|
+3,082
|
+14%
|
|
|
43
|
PFS Investments
Duluth,
Georgia
|
$2.16M
|
+$6.71K
|
+75
|
+0.3%
|
|
|
44
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$2.15M
|
-$103K
|
-1,152
|
-5%
|
|
|
45
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.14M
|
–
|
–
|
–
|
|
|
46
|
Barden Capital Management
Austin,
Texas
|
$2.14M
|
+$83.1K
|
+928
|
+4%
|
|
|
47
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.09M
|
+$2.1M
|
+23,452
|
New
|
|
|
48
|
Valmark Advisers
Akron,
Ohio
|
$1.99M
|
+$253K
|
+2,829
|
+15%
|
|
|
49
|
TD Private Client Wealth
New York
|
$1.88M
|
-$954K
|
-10,661
|
-34%
|
|
|
50
|
Atria Wealth Solutions
New York
|
$1.86M
|
+$529K
|
+5,914
|
+40%
|
|
