|
26
|
Stifel Financial
St. Louis,
Missouri
|
$2.03M
|
-$168K
|
-1,748
|
-8%
|
|
|
27
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.03M
|
–
|
–
|
–
|
|
|
28
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.58M
|
+$2.49K
|
+26
|
+0.2%
|
|
|
29
|
Collective Family Office
York,
Pennsylvania
|
$1.55M
|
+$1.55M
|
+16,169
|
New
|
|
|
30
|
|
$1.49M
|
+$559K
|
+5,834
|
+60%
|
|
|
31
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.05M
|
+$1.05M
|
+10,975
|
New
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$1.05M
|
+$1.05M
|
+10,931
|
New
|
|
|
33
|
Wealthcare Capital Management
Richmond,
Virginia
|
$918K
|
+$27.6K
|
+288
|
+3%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$779K
|
-$711K
|
-7,420
|
-48%
|
|
|
35
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$736K
|
+$204K
|
+2,131
|
+38%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$690K
|
+$138K
|
+1,439
|
+25%
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$632K
|
+$631K
|
+6,588
|
+50,677%
|
|
|
38
|
Titus Wealth Management
Larskpur,
California
|
$581K
|
+$12.7K
|
+132
|
+2%
|
|
|
39
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$577K
|
-$13.2K
|
-138
|
-2%
|
|
|
40
|
Venturi Wealth Management
Austin,
Texas
|
$519K
|
–
|
–
|
–
|
|
|
41
|
NWAM LLC
Mercer Island,
Washington
|
$513K
|
+$123K
|
+1,287
|
+32%
|
|
|
42
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$471K
|
-$227K
|
-2,372
|
-33%
|
|
|
43
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$455K
|
-$12.7K
|
-133
|
-3%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$450K
|
+$65.4K
|
+682
|
+17%
|
|
|
45
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$427K
|
+$426K
|
+4,446
|
New
|
|
|
46
|
Patron Partners
Houston,
Texas
|
$412K
|
+$28.5K
|
+297
|
+7%
|
|
|
47
|
Emerald Advisors
Bellevue,
Washington
|
$375K
|
+$159K
|
+1,663
|
+74%
|
|
|
48
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$369K
|
+$70K
|
+730
|
+23%
|
|
|
49
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$351K
|
-$15.3K
|
-160
|
-4%
|
|
|
50
|
WealthOne
Albany,
New York
|
$348K
|
+$114K
|
+1,194
|
+49%
|
|
