|
26
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.95M
|
+$356K
|
+7,150
|
+14%
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.71M
|
-$237K
|
-4,758
|
-8%
|
|
|
28
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$2.63M
|
+$2.62M
|
+52,658
|
New
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
+$1.47M
|
+29,439
|
+136%
|
|
|
30
|
Eagle Global Advisors
Houston,
Texas
|
$2.51M
|
+$89.7K
|
+1,800
|
+4%
|
|
|
31
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.13M
|
+$251K
|
+5,036
|
+13%
|
|
|
32
|
KWMG LLC
Overland Park,
Kansas
|
$1.94M
|
+$113K
|
+2,273
|
+6%
|
|
|
33
|
Arden Trust
Wilmington,
Delaware
|
$1.89M
|
+$1.88M
|
+37,838
|
New
|
|
|
34
|
KM Capital Management
Austin,
Texas
|
$1.88M
|
+$1.88M
|
+37,677
|
New
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.86M
|
+$1.51M
|
+30,393
|
+447%
|
|
|
36
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.72M
|
+$126K
|
+2,532
|
+8%
|
|
|
37
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.7M
|
+$996
|
+20
|
+0.1%
|
|
|
38
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.57M
|
+$142K
|
+2,851
|
+10%
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
-$335K
|
-6,725
|
-19%
|
|
|
40
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.46M
|
+$949K
|
+19,061
|
+188%
|
|
|
41
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.36M
|
-$97.1K
|
-1,950
|
-7%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$1.28M
|
-$283K
|
-5,676
|
-18%
|
|
|
43
|
Gries Financial
Cleveland,
Ohio
|
$1.28M
|
–
|
–
|
–
|
|
|
44
|
One Capital Management
Westlake Village,
California
|
$1.27M
|
-$191K
|
-3,840
|
-13%
|
|
|
45
|
Royal Harbor Partners
Houston,
Texas
|
$1.26M
|
+$202K
|
+4,062
|
+19%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$1.25M
|
-$6.08K
|
-122
|
-0.5%
|
|
|
47
|
4J Wealth Management
Alexandria,
Virginia
|
$1.2M
|
-$14.4K
|
-290
|
-1%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.18M
|
+$157K
|
+3,153
|
+15%
|
|
|
49
|
AE Wealth Management
Topeka,
Kansas
|
$1.17M
|
-$985K
|
-19,783
|
-46%
|
|
|
50
|
|
$1.1M
|
+$642K
|
+12,892
|
+141%
|
|
