|
26
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.9M
|
+$232K
|
+8,678
|
+4%
|
|
|
27
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.16M
|
-$96.1K
|
-3,595
|
-2%
|
|
|
28
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$5.12M
|
-$440K
|
-16,469
|
-8%
|
|
|
29
|
Howard Financial Services
Dallas,
Texas
|
$4.81M
|
-$1.28M
|
-48,061
|
-21%
|
|
|
30
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$4.69M
|
+$1.73M
|
+64,680
|
+57%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.46M
|
-$124K
|
-4,624
|
-3%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$4.45M
|
+$223K
|
+8,332
|
+5%
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.42M
|
-$5.24M
|
-195,906
|
-54%
|
|
|
34
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.24M
|
+$120K
|
+4,488
|
+3%
|
|
|
35
|
Resource Planning Group
Atlanta,
Georgia
|
$4.08M
|
+$293K
|
+10,952
|
+8%
|
|
|
36
|
Lido Advisors
Los Angeles,
California
|
$3.78M
|
+$3.84M
|
+143,755
|
New
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$3.13M
|
-$215K
|
-8,051
|
-6%
|
|
|
38
|
Wellington Management Group
Boston,
Massachusetts
|
$3.07M
|
+$320K
|
+11,977
|
+11%
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.06M
|
-$410K
|
-15,345
|
-12%
|
|
|
40
|
WESCAP Management Group
Glendale,
California
|
$2.73M
|
-$73.6K
|
-2,755
|
-3%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.54M
|
+$116K
|
+4,357
|
+5%
|
|
|
42
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.52M
|
-$399K
|
-14,912
|
-13%
|
|
|
43
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.45M
|
-$130K
|
-4,854
|
-5%
|
|
|
44
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.29M
|
+$409K
|
+15,315
|
+21%
|
|
|
45
|
Fermata Advisors
Sonoma,
California
|
$2.1M
|
+$1.05M
|
+39,109
|
+96%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$2.1M
|
-$294K
|
-11,015
|
-12%
|
|
|
47
|
Allworth Financial
Folsom,
California
|
$1.94M
|
-$509K
|
-19,055
|
-21%
|
|
|
48
|
Flagstar Advisors
New York
|
$1.51M
|
+$50.5K
|
+1,889
|
+3%
|
|
|
49
|
Cetera Advisor Networks
El Segundo,
California
|
$1.49M
|
-$58.8K
|
-2,200
|
-4%
|
|
|
50
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.47M
|
+$29.7K
|
+1,112
|
+2%
|
|
