|
26
|
Level Four Advisory Services
Dallas,
Texas
|
$2.91M
|
–
|
–
|
–
|
|
|
27
|
Fulcrum Equity Management
Plano,
Texas
|
$2.62M
|
+$2.8M
|
+52,404
|
New
|
|
|
28
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.62M
|
+$2.79M
|
+52,254
|
New
|
|
|
29
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.46M
|
+$13.4K
|
+252
|
+0.5%
|
|
|
30
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.07M
|
+$230K
|
+4,308
|
+12%
|
|
|
31
|
TAP Consulting
Kirkwood,
Missouri
|
$2.04M
|
+$1.28K
|
+24
|
+0.1%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
-$364K
|
-6,822
|
-15%
|
|
|
33
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$1.95M
|
+$2.07M
|
+38,880
|
New
|
|
|
34
|
Global Retirement Partners
San Rafael,
California
|
$1.94M
|
+$19.5K
|
+366
|
+1%
|
|
|
35
|
Davenport & Co
Richmond,
Virginia
|
$1.92M
|
+$1.55M
|
+29,070
|
+313%
|
|
|
36
|
Valmark Advisers
Akron,
Ohio
|
$1.76M
|
+$1.88M
|
+35,184
|
New
|
|
|
37
|
Vicus Capital
State College,
Pennsylvania
|
$1.56M
|
+$1.66M
|
+31,122
|
New
|
|
|
38
|
Harbour Investments
Madison,
Wisconsin
|
$1.51M
|
+$1.61M
|
+30,162
|
New
|
|
|
39
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.37M
|
+$1.46M
|
+27,282
|
New
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.35M
|
-$11.5M
|
-215,718
|
-89%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.22M
|
–
|
–
|
–
|
|
|
42
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.2M
|
+$349K
|
+6,552
|
+38%
|
|
|
43
|
Calton & Associates
Tampa,
Florida
|
$1.19M
|
-$1.22M
|
-22,950
|
-49%
|
|
|
44
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.17M
|
-$32.3K
|
-606
|
-3%
|
|
|
45
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.07M
|
+$123K
|
+2,298
|
+12%
|
|
|
46
|
Cetera Advisors
Denver,
Colorado
|
$1.05M
|
+$1.12M
|
+20,916
|
New
|
|
|
47
|
MTM Investment Management
Spartanburg,
South Carolina
|
$930K
|
+$414K
|
+7,770
|
+72%
|
|
|
48
|
Beam Wealth Advisors
Covington,
Louisiana
|
$871K
|
+$640
|
+12
|
+0.1%
|
|
|
49
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$750K
|
-$4.8K
|
-90
|
-0.6%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$679K
|
-$107K
|
-1,998
|
-13%
|
|
