|
26
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$3.77M
|
-$400K
|
-14,665
|
-9%
|
|
|
27
|
Advisory Alpha
Holland,
Michigan
|
$3.57M
|
+$322K
|
+11,807
|
+10%
|
|
|
28
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.06M
|
+$44.5K
|
+1,633
|
+1%
|
|
|
29
|
Axiom Financial Strategies
New Albany,
Indiana
|
$2.96M
|
-$285K
|
-10,438
|
-9%
|
|
|
30
|
Spire Wealth Management
Mclean,
Virginia
|
$2.88M
|
-$93.3K
|
-3,420
|
-3%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.8M
|
-$98.6K
|
-3,617
|
-3%
|
|
|
32
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.79M
|
-$1.56M
|
-57,340
|
-36%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.58M
|
+$62.4K
|
+2,287
|
+2%
|
|
|
34
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.57M
|
+$196K
|
+7,203
|
+8%
|
|
|
35
|
First United Bank & Trust
Oakland,
Maryland
|
$2.56M
|
+$233K
|
+8,545
|
+10%
|
|
|
36
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.49M
|
+$418K
|
+15,337
|
+20%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.46M
|
+$131K
|
+4,820
|
+6%
|
|
|
38
|
Tortoise Investment Management
White Plains,
New York
|
$2.39M
|
-$491
|
-18
|
-0%
|
|
|
39
|
Commerce Bank
Kansas City,
Missouri
|
$2.35M
|
–
|
–
|
–
|
|
|
40
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.3M
|
+$550K
|
+20,185
|
+31%
|
|
|
41
|
BCGM Wealth Management
Lafayette,
Indiana
|
$2.22M
|
-$247K
|
-9,057
|
-10%
|
|
|
42
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.21M
|
+$303K
|
+11,106
|
+16%
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.17M
|
+$57.3K
|
+2,103
|
+3%
|
|
|
44
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$2.1M
|
+$34.7K
|
+1,272
|
+2%
|
|
|
45
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.04M
|
+$1.25M
|
+45,715
|
+151%
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$1.98M
|
-$67.9K
|
-2,489
|
-3%
|
|
|
47
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.93M
|
+$757K
|
+27,762
|
+63%
|
|
|
48
|
ClearBridge Investments
New York
|
$1.88M
|
+$70.4K
|
+2,582
|
+4%
|
|
|
49
|
Calton & Associates
Tampa,
Florida
|
$1.86M
|
+$87.6K
|
+3,213
|
+5%
|
|
|
50
|
Arden Trust
Wilmington,
Delaware
|
$1.84M
|
+$69.1K
|
+2,535
|
+4%
|
|
