|
26
|
World Investment Advisors
Santa Barbara,
California
|
$2.98M
|
+$114K
|
+2,995
|
+4%
|
|
|
27
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.83M
|
+$1.84M
|
+48,388
|
+184%
|
|
|
28
|
Financial Management Network
Mission Viejo,
California
|
$2.27M
|
+$41.1K
|
+1,084
|
+2%
|
|
|
29
|
S.A. Mason
Holland,
Michigan
|
$2.18M
|
+$119K
|
+3,144
|
+6%
|
|
|
30
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.15M
|
+$287K
|
+7,564
|
+15%
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$2.12M
|
+$114K
|
+3,012
|
+6%
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.75M
|
+$539K
|
+14,192
|
+44%
|
|
|
33
|
|
$1.62M
|
+$916K
|
+24,131
|
+129%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.58M
|
+$63.6K
|
+1,675
|
+4%
|
|
|
35
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.51M
|
+$1.51M
|
+39,824
|
New
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.46M
|
+$31.7K
|
+835
|
+2%
|
|
|
37
|
Mercer Global Advisors
Denver,
Colorado
|
$1.32M
|
+$1.33M
|
+35,000
|
New
|
|
|
38
|
Second Half Financial Partners
Sebring,
Florida
|
$1.11M
|
-$38.3K
|
-1,010
|
-3%
|
|
|
39
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$1.08M
|
-$25.5K
|
-672
|
-2%
|
|
|
40
|
Rockefeller Capital Management
New York
|
$1.06M
|
+$1.06M
|
+27,991
|
New
|
|
|
41
|
Everhart Financial Group
Dublin,
Ohio
|
$1.01M
|
-$6.91K
|
-182
|
-0.7%
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1M
|
+$24.4K
|
+643
|
+2%
|
|
|
43
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$976K
|
+$215K
|
+5,669
|
+28%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$972K
|
+$15.5K
|
+409
|
+2%
|
|
|
45
|
Snowden Capital Advisors
New York
|
$949K
|
–
|
–
|
–
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
$947K
|
-$275K
|
-7,256
|
-22%
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$934K
|
+$127K
|
+3,353
|
+16%
|
|
|
48
|
Advyzon Investment Management
Lisle,
Illinois
|
$898K
|
+$902K
|
+23,755
|
New
|
|
|
49
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$869K
|
–
|
–
|
–
|
|
|
50
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$840K
|
+$2.62K
|
+69
|
+0.3%
|
|
