|
26
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$428K
|
+$110K
|
+2,287
|
+35%
|
|
|
27
|
Beacon Pointe Advisors
Newport Beach,
California
|
$426K
|
+$417K
|
+8,700
|
New
|
|
|
28
|
Matisse Capital
Portland,
Oregon
|
$369K
|
+$4.98K
|
+104
|
+1%
|
|
|
29
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$300K
|
+$20.1K
|
+420
|
+7%
|
|
|
30
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$293K
|
–
|
–
|
–
|
|
|
31
|
Cambridge Trust
Cambridge,
Massachusetts
|
$250K
|
-$296K
|
-6,171
|
-55%
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$249K
|
+$9.58K
|
+200
|
+4%
|
|
|
33
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$210K
|
-$8.96K
|
-187
|
-4%
|
|
|
34
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$201K
|
–
|
–
|
–
|
|
|
35
|
AllSquare Wealth Management
Albany,
New York
|
$155K
|
-$27.5K
|
-575
|
-15%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$98K
|
+$15.6K
|
+326
|
+19%
|
|
|
37
|
Kings Point Capital Management
Great Neck,
New York
|
$78K
|
–
|
–
|
–
|
|
|
38
|
Elmwood Wealth Management
Berkeley,
California
|
$49K
|
–
|
–
|
–
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$49K
|
–
|
–
|
–
|
|
|
40
|
Advisory Services Network
Atlanta,
Georgia
|
$42K
|
+$40.7K
|
+850
|
New
|
|
|
41
|
|
$29K
|
+$4.31K
|
+90
|
+18%
|
|
|
42
|
SignatureFD
Atlanta,
Georgia
|
$20K
|
–
|
–
|
–
|
|
|
43
|
MV Capital Management
Bethesda,
Maryland
|
$20K
|
+$19.2K
|
+400
|
New
|
|
|
44
|
|
$19K
|
+$4.79K
|
+100
|
+33%
|
|
|
45
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
46
|
Creative Financial Designs
Kokomo,
Indiana
|
$17K
|
-$19.2K
|
-400
|
-53%
|
|
|
47
|
American Portfolios Advisors
Holbrook,
New York
|
$16.7K
|
-$5.99K
|
-125
|
-27%
|
|
|
48
|
Oakworth Capital
Birmingham,
Alabama
|
$15K
|
–
|
–
|
–
|
|
|
49
|
Tradition Wealth Management
Edina,
Minnesota
|
$15K
|
–
|
–
|
–
|
|
|
50
|
First Horizon Corporation
Memphis,
Tennessee
|
$14K
|
+$14.6K
|
+305
|
New
|
|
