|
26
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.72M
|
+$3.8M
|
+86,134
|
New
|
|
|
27
|
Intrust Bank
Wichita,
Kansas
|
$3.19M
|
-$45.2K
|
-1,023
|
-1%
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.18M
|
-$320K
|
-7,245
|
-9%
|
|
|
29
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.61M
|
-$2.61M
|
-59,131
|
-50%
|
|
|
30
|
HUB Investment Partners
Austin,
Texas
|
$2.45M
|
-$940K
|
-21,283
|
-27%
|
|
|
31
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.44M
|
-$2.42M
|
-54,691
|
-49%
|
|
|
32
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.38M
|
+$839
|
+19
|
+0%
|
|
|
33
|
EP Wealth Advisors
Torrance,
California
|
$2.26M
|
-$72.9K
|
-1,650
|
-3%
|
|
|
34
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.22M
|
-$89K
|
-2,015
|
-4%
|
|
|
35
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.12M
|
-$52.5K
|
-1,189
|
-2%
|
|
|
36
|
Defined Financial Planning
San Rafael,
California
|
$2.02M
|
+$2.07M
|
+46,869
|
New
|
|
|
37
|
Atria Investments
Charlotte,
North Carolina
|
$1.96M
|
+$2.01M
|
+45,440
|
New
|
|
|
38
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$1.71M
|
-$31.8K
|
-721
|
-2%
|
|
|
39
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.55M
|
-$1.72M
|
-38,965
|
-52%
|
|
|
40
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.51M
|
-$22.3K
|
-504
|
-1%
|
|
|
41
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.35M
|
+$1.38M
|
+31,152
|
New
|
|
|
42
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.24M
|
+$175K
|
+3,965
|
+16%
|
|
|
43
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.19M
|
+$19.7K
|
+445
|
+2%
|
|
|
44
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.09M
|
+$75.2K
|
+1,702
|
+8%
|
|
|
45
|
Cary Street Partners
Richmond,
Virginia
|
$1.08M
|
+$1.1M
|
+24,903
|
New
|
|
|
46
|
Cresset Asset Management
Chicago,
Illinois
|
$1.05M
|
+$44
|
+1
|
+0%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
-$212K
|
-4,804
|
-17%
|
|
|
48
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$1.02M
|
-$9.59K
|
-217
|
-0.9%
|
|
|
49
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$987K
|
+$1.77K
|
+40
|
+0.2%
|
|
|
50
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$985K
|
+$23.7K
|
+537
|
+2%
|
|
