|
26
|
White & Co Financial Planning
Sunnyside,
Washington
|
$2.48M
|
+$2.49M
|
+101,742
|
New
|
|
|
27
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$2.08M
|
+$2.09M
|
+85,190
|
New
|
|
|
28
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$2.03M
|
+$105K
|
+4,285
|
+5%
|
|
|
29
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.03M
|
+$238K
|
+9,722
|
+13%
|
|
|
30
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$1.86M
|
+$161K
|
+6,586
|
+9%
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.78M
|
-$1.55M
|
-63,374
|
-47%
|
|
|
32
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.69M
|
–
|
–
|
–
|
|
|
33
|
Mutual Advisors
Omaha,
Nebraska
|
$1.44M
|
-$1.45M
|
-59,111
|
-50%
|
|
|
34
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.32M
|
–
|
–
|
–
|
|
|
35
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.16M
|
-$536K
|
-21,880
|
-31%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.15M
|
-$2.01M
|
-82,143
|
-64%
|
|
|
37
|
Valmark Advisers
Akron,
Ohio
|
$1.1M
|
+$3.16K
|
+129
|
+0.3%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$1.06M
|
+$25.3K
|
+1,032
|
+2%
|
|
|
39
|
Capasso Planning Partners
Charleston,
South Carolina
|
$966K
|
-$479K
|
-19,537
|
-33%
|
|
|
40
|
Cahill Financial Advisors
Edina,
Minnesota
|
$892K
|
-$340K
|
-13,884
|
-28%
|
|
|
41
|
IronOak Wealth
Cedar Park,
Texas
|
$890K
|
+$895K
|
+36,523
|
New
|
|
|
42
|
|
$840K
|
+$574K
|
+23,434
|
+212%
|
|
|
43
|
United Capital Financial Advisors
Irving,
Texas
|
$785K
|
-$100K
|
-4,100
|
-11%
|
|
|
44
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$745K
|
-$51.9K
|
-2,117
|
-6%
|
|
|
45
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$675K
|
+$372K
|
+15,166
|
+121%
|
|
|
46
|
Client 1st Advisory Group
Dunedin,
Florida
|
$623K
|
-$11.7K
|
-476
|
-2%
|
|
|
47
|
Roundview Capital
Princeton,
New Jersey
|
$616K
|
+$2.4K
|
+98
|
+0.4%
|
|
|
48
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$595K
|
-$12.5K
|
-509
|
-2%
|
|
|
49
|
Atomi Financial Group
New York
|
$592K
|
+$14.6K
|
+595
|
+3%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$570K
|
+$20.5K
|
+836
|
+4%
|
|
