|
26
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$850K
|
-$419K
|
-14,948
|
-33%
|
|
|
27
|
CGN Advisors
Manhattan,
Kansas
|
$783K
|
+$163K
|
+5,806
|
+26%
|
|
|
28
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$768K
|
-$28.1K
|
-1,000
|
-4%
|
|
|
29
|
Sigma Investment Counselors
Northville,
Michigan
|
$756K
|
+$28
|
+1
|
+0%
|
|
|
30
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$741K
|
+$745K
|
+26,550
|
New
|
|
|
31
|
Altium Wealth Management
Purchase,
New York
|
$642K
|
-$58.1K
|
-2,071
|
-8%
|
|
|
32
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$632K
|
+$635K
|
+22,617
|
New
|
|
|
33
|
Valmark Advisers
Akron,
Ohio
|
$614K
|
+$85.8K
|
+3,059
|
+16%
|
|
|
34
|
PFG Advisors
Phoenix,
Arizona
|
$602K
|
+$605K
|
+21,550
|
New
|
|
|
35
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$569K
|
–
|
–
|
–
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$568K
|
-$91.1K
|
-3,245
|
-14%
|
|
|
37
|
American Portfolios Advisors
Holbrook,
New York
|
$498K
|
+$144K
|
+5,135
|
+40%
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$496K
|
-$1.28M
|
-45,467
|
-72%
|
|
|
39
|
Regions Financial Corp
Birmingham,
Alabama
|
$481K
|
+$30.2K
|
+1,076
|
+7%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$476K
|
+$95.5K
|
+3,402
|
+25%
|
|
|
41
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$445K
|
+$139K
|
+4,958
|
+45%
|
|
|
42
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$416K
|
+$418K
|
+14,880
|
New
|
|
|
43
|
BCS Wealth Management
Johnson City,
Tennessee
|
$392K
|
–
|
–
|
–
|
|
|
44
|
WrapManager Inc
Mill Valley,
California
|
$346K
|
-$7.75K
|
-276
|
-2%
|
|
|
45
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$344K
|
+$67.7K
|
+2,411
|
+24%
|
|
|
46
|
Beacon Pointe Advisors
Newport Beach,
California
|
$339K
|
+$224
|
+8
|
+0.1%
|
|
|
47
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$300K
|
–
|
–
|
–
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$290K
|
+$26.9K
|
+957
|
+10%
|
|
|
49
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$240K
|
-$401K
|
-14,288
|
-62%
|
|
|
50
|
Archford Capital Strategies
Swansea,
Illinois
|
$226K
|
+$617
|
+22
|
+0.3%
|
|
