|
26
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.92M
|
+$5.36M
|
+111,201
|
New
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.81M
|
+$916K
|
+18,995
|
+21%
|
|
|
28
|
|
$3.71M
|
-$4.61M
|
-95,534
|
-48%
|
|
|
29
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.56M
|
-$50.1K
|
-1,040
|
-2%
|
|
|
30
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.31M
|
+$178K
|
+3,692
|
+4%
|
|
|
31
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.23M
|
+$776K
|
+16,103
|
+21%
|
|
|
32
|
Harborview Advisors
Portland,
Maine
|
$3.11M
|
-$81.2K
|
-1,684
|
-2%
|
|
|
33
|
|
$2.99M
|
+$4.09M
|
+84,795
|
New
|
|
|
34
|
Asset Dedication LLC
San Francisco,
California
|
$2.84M
|
-$13K
|
-269
|
-0.3%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$2.82M
|
+$645K
|
+13,379
|
+20%
|
|
|
36
|
Centerpoint Advisors
Needham,
Massachusetts
|
$2.7M
|
-$318K
|
-6,599
|
-8%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$2.69M
|
-$2.42M
|
-50,243
|
-40%
|
|
|
38
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.59M
|
+$469K
|
+9,726
|
+15%
|
|
|
39
|
Diligent Investors
Redlands,
California
|
$2.44M
|
+$184K
|
+3,825
|
+6%
|
|
|
40
|
Merriman Wealth Management
Seattle,
Washington
|
$2.44M
|
-$439K
|
-9,097
|
-12%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.37M
|
+$914K
|
+18,950
|
+39%
|
|
|
42
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.26M
|
+$363K
|
+7,533
|
+13%
|
|
|
43
|
Foresight Wealth Management
Draper,
Utah
|
$2.15M
|
-$600K
|
-12,450
|
-17%
|
|
|
44
|
Omega Financial Group
Santa Barbara,
California
|
$2.09M
|
+$132K
|
+2,740
|
+5%
|
|
|
45
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.09M
|
+$2.86M
|
+59,239
|
New
|
|
|
46
|
Veritable
Wilmington,
Delaware
|
$2.02M
|
-$7.17M
|
-148,656
|
-72%
|
|
|
47
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.98M
|
+$2.7M
|
+56,065
|
New
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.87M
|
+$989K
|
+20,520
|
+63%
|
|
|
49
|
Laidlaw Wealth Management
New York City,
New York
|
$1.79M
|
+$1.11M
|
+23,099
|
+83%
|
|
|
50
|
Equitable Holdings
New York
|
$1.75M
|
+$165K
|
+3,429
|
+7%
|
|
