|
26
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.95M
|
+$282K
|
+12,477
|
+8%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.92M
|
+$370K
|
+16,373
|
+10%
|
|
|
28
|
Samalin Investment Counsel
Chappaqua,
New York
|
$3.88M
|
+$38.7K
|
+1,713
|
+1%
|
|
|
29
|
PDS Planning
Dublin,
Ohio
|
$3.77M
|
–
|
–
|
–
|
|
|
30
|
Forum Financial Management
Lombard,
Illinois
|
$3.6M
|
–
|
–
|
–
|
|
|
31
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$3.28M
|
-$42K
|
-1,859
|
-1%
|
|
|
32
|
Smart Money Group
Eastland,
Texas
|
$3.03M
|
+$149K
|
+6,604
|
+5%
|
|
|
33
|
Guild Investment Management
Los Angeles,
California
|
$3.02M
|
+$2.67M
|
+118,330
|
+740%
|
|
|
34
|
Renaissance Technologies
New York
|
$2.31M
|
+$876K
|
+38,800
|
+61%
|
|
|
35
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.14M
|
+$103K
|
+4,555
|
+5%
|
|
|
36
|
Castleview Partners
Dallas,
Texas
|
$2.04M
|
+$1.07M
|
+47,261
|
+108%
|
|
|
37
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.78M
|
+$1.79M
|
+79,269
|
New
|
|
|
38
|
Oppenheimer & Co
New York
|
$1.61M
|
+$5.71K
|
+253
|
+0.4%
|
|
|
39
|
UMB Bank
Kansas City,
Missouri
|
$1.57M
|
-$23
|
-1
|
-0%
|
|
|
40
|
EP Wealth Advisors
Torrance,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$1.3M
|
+$9.96K
|
+441
|
+0.8%
|
|
|
42
|
Terra Nova Asset Management
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
43
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.18M
|
+$1.19M
|
+52,506
|
New
|
|
|
44
|
|
$1.15M
|
+$1.16M
|
+51,205
|
New
|
|
|
45
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$1.13M
|
-$96.9K
|
-4,290
|
-8%
|
|
|
46
|
Lyell Wealth Management
Menlo Park,
California
|
$1.12M
|
+$405K
|
+17,950
|
+57%
|
|
|
47
|
Security National Bank
Omaha,
Nebraska
|
$1.11M
|
+$360K
|
+15,944
|
+48%
|
|
|
48
|
WESPAC Advisors
Orinda,
California
|
$1.05M
|
-$140K
|
-6,176
|
-12%
|
|
|
49
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$990K
|
-$44.2K
|
-1,955
|
-4%
|
|
|
50
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$965K
|
-$361
|
-16
|
-0%
|
|
