|
26
|
United Capital Financial Advisors
Irving,
Texas
|
$2.5M
|
-$119K
|
-4,111
|
-5%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$2.42M
|
+$23.5K
|
+812
|
+1%
|
|
|
28
|
|
$2.02M
|
+$448K
|
+15,472
|
+28%
|
|
|
29
|
Kesler Norman & Wride
Ogden,
Utah
|
$2.02M
|
+$103K
|
+3,546
|
+5%
|
|
|
30
|
Praetorian Wealth Management
Carmel,
California
|
$1.93M
|
+$200K
|
+6,886
|
+11%
|
|
|
31
|
WrapManager Inc
Mill Valley,
California
|
$1.89M
|
-$44.4K
|
-1,530
|
-2%
|
|
|
32
|
Bank of New York Mellon
New York
|
$1.87M
|
+$11.4K
|
+392
|
+0.6%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$1.74M
|
–
|
–
|
–
|
|
|
34
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$1.68M
|
–
|
–
|
–
|
|
|
35
|
CGN Advisors
Manhattan,
Kansas
|
$1.43M
|
+$50.6K
|
+1,744
|
+4%
|
|
|
36
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.21M
|
+$18.8K
|
+650
|
+2%
|
|
|
37
|
Iowa State Bank
Urbandale,
Iowa
|
$964K
|
+$181K
|
+6,259
|
+23%
|
|
|
38
|
Freedom Investment Management
Hartford,
Connecticut
|
$881K
|
+$14.4K
|
+497
|
+2%
|
|
|
39
|
Central Trust Company
Jefferson City,
Missouri
|
$847K
|
+$58K
|
+2,000
|
+7%
|
|
|
40
|
Lee Financial
Dallas,
Texas
|
$828K
|
–
|
–
|
–
|
|
|
41
|
Little House Capital
Braintree,
Massachusetts
|
$758K
|
-$15.4K
|
-530
|
-2%
|
|
|
42
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$728K
|
-$58.7K
|
-2,025
|
-7%
|
|
|
43
|
Asset Dedication LLC
San Francisco,
California
|
$650K
|
-$406
|
-14
|
-0.1%
|
|
|
44
|
Archford Capital Strategies
Swansea,
Illinois
|
$644K
|
+$47.9K
|
+1,652
|
+8%
|
|
|
45
|
American Money Management
Rancho Santa Fe,
California
|
$560K
|
+$566K
|
+19,532
|
New
|
|
|
46
|
Cypress Wealth Services
Palm Desert,
California
|
$452K
|
–
|
–
|
–
|
|
|
47
|
Arrow Financial
Glens Falls,
New York
|
$433K
|
+$40.1K
|
+1,382
|
+10%
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$418K
|
+$174
|
+6
|
+0%
|
|
|
49
|
Cetera Advisors
Denver,
Colorado
|
$417K
|
+$10.4K
|
+358
|
+3%
|
|
|
50
|
Farmers National Bank
Danville,
Kentucky
|
$352K
|
+$346K
|
+11,920
|
New
|
|
