|
26
|
Raffa Wealth Management
Washington,
District of Columbia
|
$4.06M
|
+$4.1M
|
+158,108
|
New
|
|
|
27
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.65M
|
+$3.69M
|
+142,117
|
New
|
|
|
28
|
Verde Capital Management
Clarkston,
Michigan
|
$3.33M
|
+$55.9K
|
+2,154
|
+2%
|
|
|
29
|
Garde Capital
Seattle,
Washington
|
$3.27M
|
+$171K
|
+6,597
|
+5%
|
|
|
30
|
Note Advisors
Buffalo,
New York
|
$3.1M
|
+$156K
|
+6,003
|
+5%
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$3.08M
|
+$117K
|
+4,525
|
+4%
|
|
|
32
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.82M
|
+$62.3K
|
+2,401
|
+2%
|
|
|
33
|
|
$2.68M
|
-$390K
|
-15,035
|
-13%
|
|
|
34
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.6M
|
+$648
|
+25
|
+0%
|
|
|
35
|
BlackDiamond Wealth Management
New York
|
$2.51M
|
+$1.04M
|
+40,147
|
+67%
|
|
|
36
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.51M
|
+$958K
|
+36,927
|
+60%
|
|
|
37
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.37M
|
+$305K
|
+11,768
|
+15%
|
|
|
38
|
Allen Capital Group
Grand Island,
Nebraska
|
$2.19M
|
+$35.9K
|
+1,385
|
+2%
|
|
|
39
|
Continuum Advisory
Eagle,
Idaho
|
$2.06M
|
+$157K
|
+6,063
|
+8%
|
|
|
40
|
L.J. Altfest & Co
New York
|
$2.04M
|
+$106K
|
+4,079
|
+5%
|
|
|
41
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.03M
|
+$293K
|
+11,306
|
+17%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$2.01M
|
-$136K
|
-5,229
|
-6%
|
|
|
43
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.92M
|
-$26.8K
|
-1,035
|
-1%
|
|
|
44
|
Rinkey Investments
San Diego,
California
|
$1.83M
|
-$23.9K
|
-921
|
-1%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.78M
|
+$247K
|
+9,514
|
+16%
|
|
|
46
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.75M
|
+$172K
|
+6,646
|
+11%
|
|
|
47
|
SigFig Wealth Management
San Francisco,
California
|
$1.48M
|
-$26.5K
|
-1,022
|
-2%
|
|
|
48
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$1.46M
|
–
|
–
|
–
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$1.45M
|
-$19.6K
|
-755
|
-1%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
+$221K
|
+8,541
|
+20%
|
|
