|
26
|
Spire Wealth Management
Mclean,
Virginia
|
$4.12M
|
-$17.8M
|
-554,632
|
-87%
|
|
|
27
|
Fulcrum Equity Management
Plano,
Texas
|
$3.79M
|
-$5.11M
|
-159,716
|
-58%
|
|
|
28
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$3.75M
|
–
|
–
|
–
|
|
|
29
|
MGO One Seven
Beachwood,
Ohio
|
$3.44M
|
-$83.5K
|
-2,608
|
-2%
|
|
|
30
|
Bank of New York Mellon
New York
|
$3.42M
|
-$154K
|
-4,798
|
-4%
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$3.24M
|
+$1.71M
|
+53,396
|
New
|
|
|
32
|
Howard Capital Management
Roswell,
Georgia
|
$2.96M
|
+$202K
|
+6,312
|
+8%
|
|
|
33
|
Bray Capital Advisors
Naples,
Florida
|
$2.92M
|
+$2.85M
|
+89,000
|
New
|
|
|
34
|
Institute for Wealth Management
Denver,
Colorado
|
$2.83M
|
-$37.4K
|
-1,168
|
-1%
|
|
|
35
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.72M
|
+$352K
|
+11,000
|
+15%
|
|
|
36
|
AllianceBernstein
Nashville,
Tennessee
|
$2.62M
|
–
|
–
|
–
|
|
|
37
|
Credit Suisse
Zurich,
Switzerland
|
$2.5M
|
+$556K
|
+17,382
|
+30%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$2.46M
|
+$38.5K
|
+1,204
|
+2%
|
|
|
39
|
First National Corp
Rockland,
Massachusetts
|
$2.18M
|
+$65.3K
|
+2,040
|
+3%
|
|
|
40
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.11M
|
+$333K
|
+10,414
|
+19%
|
|
|
41
|
SkyOak Wealth
Southfield,
Michigan
|
$2.08M
|
+$110K
|
+3,424
|
+6%
|
|
|
42
|
Asset Management Group
Stamford,
Connecticut
|
$2.07M
|
+$32.6K
|
+1,018
|
+0.4%
|
|
|
43
|
INVST
Indianapolis,
Indiana
|
$1.86M
|
-$2.37M
|
-73,908
|
-50%
|
|
|
44
|
IEQ Capital
Foster City,
California
|
$1.69M
|
–
|
–
|
–
|
|
|
45
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.65M
|
-$70.7K
|
-2,208
|
-4%
|
|
|
46
|
|
$1.63M
|
–
|
–
|
–
|
|
|
47
|
D. Scott Neal
Lexington,
Kentucky
|
$1.58M
|
-$1.28K
|
-40
|
-0.1%
|
|
|
48
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.53M
|
-$1.59M
|
-49,806
|
-52%
|
|
|
49
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$1.5M
|
–
|
–
|
–
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.3M
|
-$3.01K
|
-94
|
-0.2%
|
|
