|
26
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$13.2M
|
+$1.06M
|
+13,962
|
+8%
|
|
|
27
|
Matrix Trust Company
Denver,
Colorado
|
$13.1M
|
-$43.1K
|
-565
|
-0.3%
|
|
|
28
|
Steele Capital Management
Dubuque,
Iowa
|
$13.1M
|
-$43.1K
|
-565
|
-0.3%
|
|
|
29
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$11.5M
|
+$408K
|
+5,356
|
+3%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
-$3.56M
|
-46,763
|
-23%
|
|
|
31
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$11M
|
+$4.49M
|
+58,942
|
+64%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.3M
|
+$354K
|
+4,641
|
+3%
|
|
|
33
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.2M
|
-$231K
|
-3,033
|
-2%
|
|
|
34
|
Eagle Strategies
New York
|
$8.91M
|
+$432K
|
+5,671
|
+5%
|
|
|
35
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$8.79M
|
–
|
–
|
–
|
|
|
36
|
Private Advisor Group
Morristown,
New Jersey
|
$8.75M
|
-$6.78M
|
-88,926
|
-42%
|
|
|
37
|
Elevation Capital Advisory
Bend,
Oregon
|
$8.73M
|
+$9.32M
|
+122,260
|
New
|
|
|
38
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$8.63M
|
+$769K
|
+10,087
|
+9%
|
|
|
39
|
Scott Capital Advisors
Portland,
Oregon
|
$8.61M
|
-$109K
|
-1,434
|
-1%
|
|
|
40
|
MGO One Seven
Beachwood,
Ohio
|
$8.06M
|
+$309K
|
+4,059
|
+4%
|
|
|
41
|
Marmo Financial Group
Johnson City,
Tennessee
|
$7.85M
|
-$545K
|
-7,157
|
-6%
|
|
|
42
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$7.78M
|
+$622K
|
+8,162
|
+8%
|
|
|
43
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$7.31M
|
+$64.8K
|
+851
|
+0.8%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$7.29M
|
-$557K
|
-7,316
|
-7%
|
|
|
45
|
PFS Partners
Mine Hill,
New Jersey
|
$6.83M
|
+$154K
|
+2,026
|
+2%
|
|
|
46
|
PTM Wealth Management
North Wales,
United States
|
$6.73M
|
+$8.09M
|
+106,229
|
New
|
|
|
47
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$6.66M
|
+$2.68M
|
+35,156
|
+60%
|
|
|
48
|
Steward Partners Investment Advisory
New York
|
$6.34M
|
+$72.8K
|
+956
|
+1%
|
|
|
49
|
Wood Tarver Financial Group
Boise,
Idaho
|
$6.31M
|
+$687K
|
+9,021
|
+11%
|
|
|
50
|
Oppenheimer & Co
New York
|
$6.28M
|
-$51.1K
|
-671
|
-0.8%
|
|
