|
26
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.61M
|
+$3.77M
|
+85,958
|
New
|
|
|
27
|
|
$3.47M
|
+$895K
|
+20,416
|
+33%
|
|
|
28
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.42M
|
–
|
–
|
–
|
|
|
29
|
Stenger Family Office
Naperville,
Illinois
|
$3.35M
|
+$70.2K
|
+1,600
|
+2%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.29M
|
+$967K
|
+22,039
|
+39%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$3.15M
|
+$326K
|
+7,428
|
+11%
|
|
|
32
|
S.A. Mason
Holland,
Michigan
|
$3.11M
|
+$49.8K
|
+1,135
|
+2%
|
|
|
33
|
Financial Management Network
Mission Viejo,
California
|
$3.08M
|
+$49.5K
|
+1,129
|
+2%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$3.07M
|
+$16.6K
|
+379
|
+0.5%
|
|
|
35
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$2.29M
|
-$1.62K
|
-37
|
-0.1%
|
|
|
36
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.15M
|
+$780K
|
+17,788
|
+53%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.12M
|
-$2.24K
|
-51
|
-0.1%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.09M
|
+$166K
|
+3,784
|
+8%
|
|
|
39
|
Natixis Advisors
Boston,
Massachusetts
|
$1.83M
|
+$176K
|
+4,012
|
+10%
|
|
|
40
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.67M
|
+$307K
|
+6,998
|
+21%
|
|
|
41
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.6M
|
+$41.9K
|
+956
|
+3%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$1.52M
|
-$80.5K
|
-1,836
|
-5%
|
|
|
43
|
World Investment Advisors
Santa Barbara,
California
|
$1.51M
|
-$1.34M
|
-30,561
|
-46%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.37M
|
+$10.2K
|
+232
|
+0.7%
|
|
|
45
|
&Partners
Nashville,
Tennessee
|
$1.34M
|
-$704K
|
-16,042
|
-33%
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
$1.27M
|
+$32.1K
|
+733
|
+2%
|
|
|
47
|
Second Half Financial Partners
Sebring,
Florida
|
$1.25M
|
+$109K
|
+2,493
|
+9%
|
|
|
48
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$1.18M
|
+$30.4K
|
+694
|
+3%
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.1M
|
–
|
–
|
–
|
|
|
50
|
Snowden Capital Advisors
New York
|
$1.06M
|
+$3.25K
|
+74
|
+0.3%
|
|
