|
26
|
Lido Advisors
Los Angeles,
California
|
$4.03M
|
+$2.22M
|
+83,485
|
+123%
|
|
|
27
|
PSI Advisors
Tampa,
Florida
|
$3.74M
|
+$1.79M
|
+67,300
|
+92%
|
|
|
28
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3.56M
|
-$19.3K
|
-726
|
-0.5%
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.37M
|
+$370K
|
+13,914
|
+12%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.13M
|
-$704K
|
-26,435
|
-18%
|
|
|
31
|
Paradiem
Covington,
Louisiana
|
$3.06M
|
–
|
–
|
–
|
|
|
32
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.01M
|
–
|
–
|
–
|
|
|
33
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.93M
|
+$85.9K
|
+3,227
|
+3%
|
|
|
34
|
Central Trust Company
Jefferson City,
Missouri
|
$2.89M
|
+$228K
|
+8,567
|
+9%
|
|
|
35
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.75M
|
+$125K
|
+4,710
|
+5%
|
|
|
36
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.61M
|
-$33.2K
|
-1,248
|
-1%
|
|
|
37
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.59M
|
+$5.62K
|
+211
|
+0.2%
|
|
|
38
|
Quantum Financial Advisors
El Segundo,
California
|
$2.57M
|
-$1.28M
|
-48,133
|
-33%
|
|
|
39
|
Sonata Capital Group
Seattle,
Washington
|
$2.42M
|
–
|
–
|
–
|
|
|
40
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.34M
|
+$42K
|
+1,579
|
+2%
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
$2.34M
|
+$185K
|
+6,949
|
+9%
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.32M
|
-$61.7K
|
-2,319
|
-3%
|
|
|
43
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.23M
|
-$61.1K
|
-2,294
|
-3%
|
|
|
44
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.2M
|
+$19K
|
+713
|
+0.9%
|
|
|
45
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.13M
|
+$36.9K
|
+1,387
|
+2%
|
|
|
46
|
Howland Capital Management
Boston,
Massachusetts
|
$2.05M
|
-$6.65K
|
-250
|
-0.3%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.95M
|
-$67.1K
|
-2,522
|
-3%
|
|
|
48
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.8M
|
+$465K
|
+17,484
|
+35%
|
|
|
49
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.76M
|
-$248K
|
-9,330
|
-12%
|
|
|
50
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$1.75M
|
+$1.75M
|
+65,605
|
+142,620%
|
|
