|
26
|
Stifel Financial
St. Louis,
Missouri
|
$3.25M
|
+$170K
|
+4,329
|
+6%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.17M
|
–
|
–
|
–
|
|
|
28
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$2.83M
|
+$457K
|
+11,616
|
+21%
|
|
|
29
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.76M
|
+$207K
|
+5,276
|
+9%
|
|
|
30
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.68M
|
-$7.28K
|
-185
|
-0.3%
|
|
|
31
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.62M
|
-$508K
|
-12,924
|
-17%
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$2.38M
|
-$81.3K
|
-2,066
|
-3%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$2.36M
|
+$1.39M
|
+35,265
|
+166%
|
|
|
34
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.15M
|
–
|
–
|
–
|
|
|
35
|
Ballew Advisors
Jackson,
Mississippi
|
$2.15M
|
-$94.1K
|
-2,392
|
-4%
|
|
|
36
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.99M
|
+$144K
|
+3,669
|
+8%
|
|
|
37
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.88M
|
+$418K
|
+10,629
|
New
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$1.8M
|
-$30.3K
|
-771
|
-2%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$1.75M
|
-$21.8K
|
-554
|
-1%
|
|
|
40
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.75M
|
-$90.2K
|
-2,294
|
-5%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.71M
|
-$6.65K
|
-169
|
-0.4%
|
|
|
42
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.71M
|
+$9.56K
|
+243
|
+0.6%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
+$574K
|
+14,595
|
+61%
|
|
|
44
|
Lido Advisors
Los Angeles,
California
|
$1.58M
|
-$64.2K
|
-1,633
|
-4%
|
|
|
45
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.58M
|
+$1.49M
|
+37,913
|
New
|
|
|
46
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.49M
|
-$15.7K
|
-400
|
-1%
|
|
|
47
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.4M
|
+$37.1K
|
+944
|
+3%
|
|
|
48
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.38M
|
-$781K
|
-19,846
|
-38%
|
|
|
49
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.36M
|
-$23.5K
|
-597
|
-2%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$1.35M
|
+$35.8K
|
+910
|
+3%
|
|
