|
26
|
Creative Planning
Overland Park,
Kansas
|
$2.39M
|
-$683K
|
-13,754
|
-22%
|
|
|
27
|
Eagle Global Advisors
Houston,
Texas
|
$2.38M
|
–
|
–
|
–
|
|
|
28
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.26M
|
+$271K
|
+5,446
|
+14%
|
|
|
29
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.21M
|
+$1.13M
|
+22,739
|
+105%
|
|
|
30
|
Elmwood Wealth Management
Berkeley,
California
|
$2.04M
|
+$59.6K
|
+1,200
|
+3%
|
|
|
31
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.86M
|
-$2.85M
|
-57,320
|
-60%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$1.77M
|
+$454K
|
+9,145
|
+34%
|
|
|
33
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.67M
|
+$72.2K
|
+1,454
|
+5%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$1.61M
|
-$115K
|
-2,320
|
-7%
|
|
|
35
|
|
$1.58M
|
+$1.58M
|
+31,808
|
New
|
|
|
36
|
Insight Inv LLC
El Segundo,
California
|
$1.49M
|
-$49.7K
|
-1,000
|
-3%
|
|
|
37
|
KWMG LLC
Overland Park,
Kansas
|
$1.46M
|
-$10.4K
|
-210
|
-0.7%
|
|
|
38
|
Atria Wealth Solutions
New York
|
$1.41M
|
+$496K
|
+9,979
|
+55%
|
|
|
39
|
Graypoint LLC
Albany,
New York
|
$1.4M
|
-$247K
|
-4,979
|
-15%
|
|
|
40
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.26M
|
+$755K
|
+15,196
|
+150%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$1.23M
|
+$38.7K
|
+779
|
+3%
|
|
|
42
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.23M
|
+$1.22M
|
+24,654
|
New
|
|
|
43
|
4J Wealth Management
Alexandria,
Virginia
|
$1.19M
|
-$1.09K
|
-22
|
-0.1%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$1.16M
|
+$665K
|
+13,393
|
+135%
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$1.15M
|
+$837K
|
+16,854
|
+270%
|
|
|
46
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.13M
|
+$401K
|
+8,066
|
+55%
|
|
|
47
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.02M
|
-$26.8K
|
-539
|
-3%
|
|
|
48
|
Mercer Global Advisors
Denver,
Colorado
|
$824K
|
+$6.16K
|
+124
|
+0.8%
|
|
|
49
|
One Capital Management
Westlake Village,
California
|
$813K
|
+$813K
|
+16,366
|
New
|
|
|
50
|
AE Wealth Management
Topeka,
Kansas
|
$786K
|
+$188K
|
+3,778
|
+31%
|
|
