|
26
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$668K
|
+$184K
|
+7,808
|
+38%
|
|
|
27
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$667K
|
-$207K
|
-8,762
|
-24%
|
|
|
28
|
Roundview Capital
Princeton,
New Jersey
|
$631K
|
–
|
–
|
–
|
|
|
29
|
Mutual Advisors
Omaha,
Nebraska
|
$616K
|
-$15.2K
|
-644
|
-2%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$602K
|
+$324K
|
+13,750
|
+116%
|
|
|
31
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$558K
|
-$45.1K
|
-1,914
|
-7%
|
|
|
32
|
Financial Strategies Group
Okemos,
Michigan
|
$556K
|
+$107K
|
+4,522
|
+23%
|
|
|
33
|
Creative Financial Designs
Kokomo,
Indiana
|
$556K
|
+$183K
|
+7,760
|
+49%
|
|
|
34
|
Axxcess Wealth Management
Carlsbad,
California
|
$516K
|
+$518K
|
+21,966
|
New
|
|
|
35
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$516K
|
-$6.88K
|
-292
|
-1%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$473K
|
+$475K
|
+20,126
|
New
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$442K
|
+$141
|
+6
|
+0%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$408K
|
-$428K
|
-18,164
|
-51%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$389K
|
–
|
–
|
–
|
|
|
40
|
Worth Asset Management
Dallas,
Texas
|
$385K
|
-$14.6K
|
-620
|
-4%
|
|
|
41
|
Crescent Sterling
Metairie,
Louisiana
|
$382K
|
+$5.8K
|
+246
|
+2%
|
|
|
42
|
Ameriprise
Minneapolis,
Minnesota
|
$374K
|
-$5.8K
|
-246
|
-2%
|
|
|
43
|
Lodestone Wealth Management
Spokane,
Washington
|
$358K
|
–
|
–
|
–
|
|
|
44
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$346K
|
+$2.03K
|
+86
|
+0.6%
|
|
|
45
|
Focus Financial Network
Minneapolis,
Minnesota
|
$338K
|
+$613
|
+26
|
+0.2%
|
|
|
46
|
LPL Financial
San Diego,
California
|
$317K
|
+$30.9K
|
+1,312
|
+11%
|
|
|
47
|
Avantax Advisory Services
Dallas,
Texas
|
$266K
|
+$40.7K
|
+1,728
|
+18%
|
|
|
48
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$214K
|
+$215K
|
+9,100
|
New
|
|
|
49
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$208K
|
–
|
–
|
–
|
|
|
50
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$204K
|
-$47.2K
|
-2,000
|
-19%
|
|
