|
26
|
Stifel Financial
St. Louis,
Missouri
|
$7.94M
|
+$2.29M
|
+48,414
|
+37%
|
|
|
27
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.64M
|
+$7.11M
|
+150,235
|
New
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$6.57M
|
-$208K
|
-4,407
|
-3%
|
|
|
29
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$6.47M
|
-$417K
|
-8,807
|
-6%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.35M
|
-$191K
|
-4,039
|
-3%
|
|
|
31
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$5.21M
|
+$570K
|
+12,040
|
+11%
|
|
|
32
|
|
$4.93M
|
-$3.58M
|
-75,774
|
-40%
|
|
|
33
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$4.92M
|
–
|
–
|
–
|
|
|
34
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$4.73M
|
-$48K
|
-1,014
|
-0.9%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$4.7M
|
-$5.31M
|
-112,349
|
-51%
|
|
|
36
|
Hopwood Financial Services
Reston,
Virginia
|
$4.5M
|
-$15.4K
|
-326
|
-0.3%
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$4.42M
|
+$1.53M
|
+32,400
|
+48%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.28M
|
+$512K
|
+10,813
|
+13%
|
|
|
39
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.07M
|
+$4.78K
|
+101
|
+0.1%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.94M
|
+$129K
|
+2,725
|
+3%
|
|
|
41
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.88M
|
+$2.14M
|
+45,325
|
+107%
|
|
|
42
|
Ducere Wealth Management
Newport Beach,
California
|
$3.86M
|
+$352K
|
+7,438
|
+9%
|
|
|
43
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.53M
|
+$150K
|
+3,165
|
+4%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$3.41M
|
+$180K
|
+3,801
|
+5%
|
|
|
45
|
Matrix Asset Advisors
White Plains,
New York
|
$3.37M
|
+$72.2K
|
+1,527
|
+2%
|
|
|
46
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.16M
|
-$470K
|
-9,942
|
-12%
|
|
|
47
|
Maia Wealth
Denver,
Colorado
|
$3.04M
|
+$226K
|
+4,767
|
+7%
|
|
|
48
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.88M
|
-$67.7K
|
-1,432
|
-2%
|
|
|
49
|
REDW Wealth
Albuquerque,
New Mexico
|
$2.85M
|
+$901K
|
+19,036
|
+42%
|
|
|
50
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$2.85M
|
+$124K
|
+2,622
|
+4%
|
|
