|
26
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.32M
|
+$284K
|
+5,702
|
+9%
|
|
|
27
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$3.29M
|
+$347K
|
+6,963
|
+12%
|
|
|
28
|
Elmwood Wealth Management
Berkeley,
California
|
$3.08M
|
-$59.8K
|
-1,200
|
-2%
|
|
|
29
|
Source Financial Advisors
New York
|
$2.85M
|
-$163K
|
-3,271
|
-5%
|
|
|
30
|
Willis Johnson & Associates
Houston,
Texas
|
$2.81M
|
+$2.82M
|
+56,482
|
New
|
|
|
31
|
KM Capital Management
Austin,
Texas
|
$2.74M
|
+$862K
|
+17,285
|
+46%
|
|
|
32
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$2.69M
|
-$778K
|
-15,600
|
-22%
|
|
|
33
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$2.69M
|
+$2.69M
|
+54,029
|
New
|
|
|
34
|
Arden Trust
Wilmington,
Delaware
|
$2.66M
|
+$777K
|
+15,587
|
+41%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.64M
|
+$791K
|
+15,856
|
+43%
|
|
|
36
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.4M
|
-$1.91M
|
-38,275
|
-44%
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.4M
|
-$1.91M
|
-38,275
|
-44%
|
|
|
38
|
KWMG LLC
Overland Park,
Kansas
|
$2.08M
|
+$142K
|
+2,857
|
+7%
|
|
|
39
|
Eagle Global Advisors
Houston,
Texas
|
$2M
|
-$504K
|
-10,100
|
-20%
|
|
|
40
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.85M
|
+$152K
|
+3,055
|
+9%
|
|
|
41
|
Atria Wealth Solutions
New York
|
$1.75M
|
+$685K
|
+13,731
|
+64%
|
|
|
42
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.75M
|
-$375K
|
-7,527
|
-18%
|
|
|
43
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.71M
|
+$1.1K
|
+22
|
+0.1%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.7M
|
+$520K
|
+10,428
|
+44%
|
|
|
45
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.63M
|
+$178K
|
+3,575
|
+12%
|
|
|
46
|
Bridge Advisory
Pasadena,
California
|
$1.6M
|
+$1.6M
|
+32,117
|
New
|
|
|
47
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.48M
|
-$94.7K
|
-1,900
|
-6%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
–
|
–
|
–
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.36M
|
–
|
–
|
–
|
|
|
50
|
One Capital Management
Westlake Village,
California
|
$1.26M
|
-$6.98K
|
-140
|
-0.6%
|
|
