|
26
|
Attessa Capital
Tucson,
Arizona
|
$3.94M
|
+$288K
|
+8,905
|
+8%
|
|
|
27
|
Kaizen Financial Strategies
Campbell,
California
|
$3.83M
|
-$382K
|
-11,805
|
-9%
|
|
|
28
|
Professional Financial Management
Appleton,
Wisconsin
|
$3.04M
|
+$3.1M
|
+96,034
|
New
|
|
|
29
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.02M
|
+$55.1K
|
+1,706
|
+2%
|
|
|
30
|
Principia Wealth Advisory
Dallas,
Texas
|
$2.81M
|
+$1.23M
|
+38,146
|
+76%
|
|
|
31
|
Summit Financial
Parsippany,
New Jersey
|
$2.79M
|
+$188K
|
+5,822
|
+7%
|
|
|
32
|
Collective Family Office
York,
Pennsylvania
|
$2.67M
|
+$242K
|
+7,496
|
+10%
|
|
|
33
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.66M
|
+$831K
|
+25,709
|
+44%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$2.6M
|
-$467K
|
-14,444
|
-15%
|
|
|
35
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$2.44M
|
+$30K
|
+928
|
+1%
|
|
|
36
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.28M
|
+$1.11M
|
+34,360
|
+92%
|
|
|
37
|
MFG Wealth Management
Indianapolis,
Indiana
|
$2.22M
|
-$14.7K
|
-454
|
-0.6%
|
|
|
38
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.18M
|
+$32K
|
+990
|
+1%
|
|
|
39
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$2.16M
|
–
|
–
|
–
|
|
|
40
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.08M
|
+$1.17M
|
+36,310
|
+124%
|
|
|
41
|
Waverly Advisors
Birmingham,
Alabama
|
$1.97M
|
+$95.9K
|
+2,967
|
+5%
|
|
|
42
|
Mutual Advisors
Omaha,
Nebraska
|
$1.89M
|
-$46.7K
|
-1,444
|
-2%
|
|
|
43
|
INVST
Indianapolis,
Indiana
|
$1.66M
|
+$826K
|
+25,559
|
+95%
|
|
|
44
|
Fermata Advisors
Sonoma,
California
|
$1.66M
|
+$440K
|
+13,613
|
+35%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.63M
|
+$573K
|
+17,733
|
+53%
|
|
|
46
|
Raymond James Financial
St Petersburg,
Florida
|
$1.46M
|
-$10.5M
|
-325,378
|
-88%
|
|
|
47
|
Barden Capital Management
Austin,
Texas
|
$1.39M
|
+$95.2K
|
+2,945
|
+7%
|
|
|
48
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.39M
|
+$164K
|
+5,073
|
+13%
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.27M
|
+$821K
|
+25,398
|
+172%
|
|
|
50
|
|
$1.26M
|
+$1.29M
|
+39,813
|
New
|
|
