|
26
|
Summit Wealth Group
White River Junction,
Vermont
|
$747K
|
+$31.6K
|
+670
|
+4%
|
|
|
27
|
EP Wealth Advisors
Torrance,
California
|
$725K
|
+$724K
|
+15,344
|
New
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$698K
|
-$353K
|
-7,476
|
-34%
|
|
|
29
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$632K
|
+$34.6K
|
+734
|
+6%
|
|
|
30
|
Harbour Investments
Madison,
Wisconsin
|
$619K
|
-$860K
|
-18,227
|
-58%
|
|
|
31
|
Natural Investments
Windsor,
California
|
$475K
|
+$475K
|
+10,064
|
New
|
|
|
32
|
Huntington National Bank
Columbus,
Ohio
|
$467K
|
–
|
–
|
–
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$466K
|
-$53.9K
|
-1,142
|
-10%
|
|
|
34
|
American Money Management
Rancho Santa Fe,
California
|
$426K
|
+$426K
|
+9,024
|
New
|
|
|
35
|
Diversified Enterprises
Wilmington,
Delaware
|
$402K
|
+$12.1K
|
+256
|
+3%
|
|
|
36
|
Verus Capital Partners
Scottsdale,
Arizona
|
$348K
|
-$68.1K
|
-1,442
|
-16%
|
|
|
37
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$346K
|
-$4.63K
|
-98
|
-1%
|
|
|
38
|
Modern Wealth Management
Lenexa,
Kansas
|
$336K
|
+$336K
|
+7,118
|
New
|
|
|
39
|
Mason & Associates (California)
Los Angeles,
California
|
$331K
|
+$20.5K
|
+435
|
+7%
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$322K
|
+$19.4K
|
+411
|
+6%
|
|
|
41
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$309K
|
+$309K
|
+6,548
|
New
|
|
|
42
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$285K
|
+$285K
|
+6,041
|
New
|
|
|
43
|
Farmers National Bank
Danville,
Kentucky
|
$272K
|
+$1.84K
|
+39
|
+0.7%
|
|
|
44
|
Baker Avenue Asset Management
San Francisco,
California
|
$270K
|
+$34.8K
|
+737
|
+15%
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$268K
|
+$4.96K
|
+105
|
+2%
|
|
|
46
|
Marshall Investment Management
Littleton,
Colorado
|
$262K
|
+$18.4K
|
+389
|
+8%
|
|
|
47
|
Ameriprise
Minneapolis,
Minnesota
|
$259K
|
+$259K
|
+5,481
|
New
|
|
|
48
|
Larson Financial Group
St Louis,
Missouri
|
$253K
|
+$378
|
+8
|
+0.1%
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$245K
|
+$991
|
+21
|
+0.4%
|
|
|
50
|
Curtis Advisory Group
Santa Barbara,
California
|
$244K
|
–
|
–
|
–
|
|
