|
26
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$523K
|
–
|
–
|
–
|
|
|
27
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$465K
|
–
|
–
|
–
|
|
|
28
|
Mattern Capital Management
Lakewood,
Colorado
|
$388K
|
-$11.8K
|
-506
|
-3%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$368K
|
+$2.22K
|
+95
|
+0.6%
|
|
|
30
|
Good Life Advisors
Reading,
Pennsylvania
|
$340K
|
+$339K
|
+14,514
|
New
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$291K
|
+$290K
|
+12,422
|
New
|
|
|
32
|
MAI Capital Management
Independence,
Ohio
|
$266K
|
–
|
–
|
–
|
|
|
33
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$247K
|
+$246K
|
+10,535
|
New
|
|
|
34
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$232K
|
-$2.33K
|
-100
|
-1%
|
|
|
35
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$225K
|
-$16.2K
|
-693
|
-7%
|
|
|
36
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$208K
|
+$653
|
+28
|
+0.3%
|
|
|
37
|
Fidelis Capital Partners
Tampa,
Florida
|
$208K
|
–
|
–
|
–
|
|
|
38
|
|
$155K
|
+$154K
|
+6,608
|
New
|
|
|
39
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$101K
|
–
|
–
|
–
|
|
|
40
|
Crews Bank & Trust
Wauchula,
Florida
|
$101K
|
–
|
–
|
–
|
|
|
41
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$51.3K
|
+$51K
|
+2,188
|
New
|
|
|
42
|
|
$46.5K
|
+$46.3K
|
+1,983
|
New
|
|
|
43
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$45.5K
|
+$397
|
+17
|
+0.9%
|
|
|
44
|
Principal Securities
Des Moines,
Iowa
|
$32.1K
|
+$32K
|
+1,370
|
New
|
|
|
45
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$16.4K
|
–
|
–
|
–
|
|
|
46
|
Park Place Capital
Homewood,
Alabama
|
$13.1K
|
+$13K
|
+558
|
New
|
|
|
47
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.4K
|
-$9.91K
|
-425
|
-49%
|
|
|
48
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5.01K
|
+$4.99K
|
+214
|
New
|
|
|
49
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4K
|
+$3.5K
|
+150
|
New
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
$281
|
+$280
|
+12
|
New
|
|
