|
26
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.1M
|
-$482K
|
-12,470
|
-18%
|
|
|
27
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.6M
|
+$918K
|
+23,754
|
+121%
|
|
|
28
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.36M
|
+$56.5K
|
+1,461
|
+4%
|
|
|
29
|
|
$1.13M
|
+$1.18M
|
+30,471
|
New
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$1.02M
|
+$2.01K
|
+52
|
+0.2%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$954K
|
+$997K
|
+25,802
|
New
|
|
|
32
|
True Vision MN
Woodbury,
Minnesota
|
$885K
|
-$8.04K
|
-208
|
-0.9%
|
|
|
33
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$742K
|
+$775K
|
+20,060
|
New
|
|
|
34
|
Kestra Advisory Services
Austin,
Texas
|
$739K
|
+$772K
|
+19,982
|
New
|
|
|
35
|
Second Half Financial Partners
Sebring,
Florida
|
$635K
|
-$4.75K
|
-123
|
-0.7%
|
|
|
36
|
Atomi Financial Group
New York
|
$388K
|
-$467K
|
-12,075
|
-54%
|
|
|
37
|
Talon Private Wealth
The Villages,
Florida
|
$378K
|
+$395K
|
+10,231
|
New
|
|
|
38
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$302K
|
+$315K
|
+8,163
|
New
|
|
|
39
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$245K
|
+$256K
|
+6,630
|
New
|
|
|
40
|
MAI Capital Management
Independence,
Ohio
|
$180K
|
+$188K
|
+4,857
|
New
|
|
|
41
|
Parallel Advisors
San Francisco,
California
|
$154K
|
+$29.6K
|
+766
|
+23%
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$123K
|
+$3.17K
|
+82
|
+3%
|
|
|
43
|
|
$73.4K
|
-$29.8K
|
-772
|
-28%
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.8K
|
+$18.6K
|
+481
|
New
|
|
|
45
|
CoreCap Advisors
Southfield,
Michigan
|
$5.4K
|
–
|
–
|
–
|
|
|
46
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.97K
|
+$3.09K
|
+80
|
New
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$851
|
-$2.09K
|
-54
|
-70%
|
|
|
48
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$222
|
–
|
–
|
–
|
|
|
49
|
|
$72
|
-$44.7K
|
-1,156
|
-100%
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$39
|
-$39
|
-1
|
-50%
|
|
