|
26
|
LPL Financial
San Diego,
California
|
$654K
|
-$32K
|
-962
|
-5%
|
|
|
27
|
Axxcess Wealth Management
Carlsbad,
California
|
$574K
|
+$576K
|
+17,297
|
New
|
|
|
28
|
ERn Financial LLC
Middleton,
Wisconsin
|
$566K
|
+$60.5K
|
+1,817
|
+12%
|
|
|
29
|
Kestra Private Wealth Services
Austin,
Texas
|
$535K
|
+$145K
|
+4,351
|
+37%
|
|
|
30
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$501K
|
+$222K
|
+6,656
|
+65%
|
|
|
31
|
Aveo Capital Partners
Englewood,
Colorado
|
$476K
|
+$54.1K
|
+1,626
|
+13%
|
|
|
32
|
First Foundation Advisors
Irvine,
California
|
$449K
|
+$47.4K
|
+1,423
|
+12%
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$419K
|
+$421K
|
+12,638
|
New
|
|
|
34
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$405K
|
+$184K
|
+5,534
|
+83%
|
|
|
35
|
Clear Perspective Advisors
Aurora,
Illinois
|
$347K
|
+$56.8K
|
+1,705
|
+19%
|
|
|
36
|
Kestra Advisory Services
Austin,
Texas
|
$265K
|
-$45.3K
|
-1,361
|
-15%
|
|
|
37
|
Calton & Associates
Tampa,
Florida
|
$261K
|
+$28.3K
|
+849
|
+12%
|
|
|
38
|
Leo H. Evart Inc
Redwood City,
California
|
$243K
|
+$244K
|
+7,334
|
New
|
|
|
39
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$231K
|
+$235K
|
+7,055
|
New
|
|
|
40
|
Cetera Advisor Networks
El Segundo,
California
|
$217K
|
-$47.1K
|
-1,416
|
-18%
|
|
|
41
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$136K
|
+$135K
|
+4,050
|
+8,438%
|
|
|
42
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$112K
|
+$8.56K
|
+257
|
+8%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$49K
|
+$49.4K
|
+1,483
|
New
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$48K
|
+$48.3K
|
+1,450
|
New
|
|
|
45
|
Bank of America
Charlotte,
North Carolina
|
$45K
|
+$45.1K
|
+1,355
|
New
|
|
|
46
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
+$6.99K
|
+210
|
+21%
|
|
|
47
|
McCarthy Asset Management
Redwood Shores,
California
|
$37K
|
–
|
–
|
–
|
|
|
48
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
49
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$33K
|
+$33.3K
|
+1,000
|
New
|
|
|
50
|
American Portfolios Advisors
Holbrook,
New York
|
$23.4K
|
–
|
–
|
–
|
|
