|
26
|
Asset Dedication LLC
San Francisco,
California
|
$10.1M
|
+$693K
|
+13,741
|
+8%
|
|
|
27
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$9.28M
|
+$8.44M
|
+167,181
|
New
|
|
|
28
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$9.13M
|
+$1.9M
|
+37,621
|
+30%
|
|
|
29
|
Smith Anglin Financial
Dallas,
Texas
|
$8.93M
|
+$8.12M
|
+160,915
|
New
|
|
|
30
|
Cardan Capital Partners
Denver,
Colorado
|
$8.74M
|
+$257K
|
+5,086
|
+3%
|
|
|
31
|
Rockbridge Investment Management
Syracuse,
New York
|
$8.66M
|
+$308K
|
+6,097
|
+4%
|
|
|
32
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$8.6M
|
-$757K
|
-14,997
|
-9%
|
|
|
33
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.64M
|
+$478K
|
+9,476
|
+7%
|
|
|
34
|
Avantax Planning Partners
Dubuque,
Iowa
|
$7.28M
|
-$552K
|
-10,938
|
-8%
|
|
|
35
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.13M
|
-$623K
|
-12,341
|
-9%
|
|
|
36
|
|
$7.04M
|
+$1.16M
|
+22,965
|
+22%
|
|
|
37
|
Retirement Group
San Diego,
California
|
$6.82M
|
+$329K
|
+6,514
|
+6%
|
|
|
38
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.24M
|
-$140K
|
-2,781
|
-2%
|
|
|
39
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.12M
|
-$709K
|
-14,043
|
-11%
|
|
|
40
|
First National Trust
Hermitage,
Pennsylvania
|
$6.09M
|
-$171K
|
-3,381
|
-3%
|
|
|
41
|
Tradewinds Capital Management
Bellingham,
Washington
|
$5.83M
|
+$5.21M
|
+103,293
|
+5,876%
|
|
|
42
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.42M
|
-$488K
|
-9,663
|
-9%
|
|
|
43
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.92M
|
+$128K
|
+2,538
|
+3%
|
|
|
44
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$4.71M
|
+$2.03M
|
+40,315
|
+90%
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$4.55M
|
+$227K
|
+4,500
|
+6%
|
|
|
46
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.24M
|
-$306K
|
-6,068
|
-7%
|
|
|
47
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.17M
|
-$27.2K
|
-538
|
-0.7%
|
|
|
48
|
Harborview Advisors
Portland,
Maine
|
$4.05M
|
-$201K
|
-3,989
|
-5%
|
|
|
49
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.04M
|
+$3.67M
|
+72,723
|
New
|
|
|
50
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.76M
|
+$396K
|
+7,837
|
+13%
|
|
