|
26
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.14M
|
+$846K
|
+45,834
|
+37%
|
|
|
27
|
Perigon Wealth Management
San Francisco,
California
|
$2.83M
|
+$2.83M
|
+153,293
|
New
|
|
|
28
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.8M
|
-$74.7K
|
-4,044
|
-3%
|
|
|
29
|
|
$2.76M
|
-$2.47M
|
-133,655
|
-47%
|
|
|
30
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$2.7M
|
+$2.7M
|
+146,446
|
New
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.63M
|
-$1.93M
|
-104,436
|
-42%
|
|
|
32
|
Park Avenue Securities
New York
|
$2.61M
|
+$47.7K
|
+2,584
|
+2%
|
|
|
33
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$2.47M
|
+$2.47M
|
+133,846
|
New
|
|
|
34
|
VitalStone Financial
Shavano Park,
Texas
|
$2.38M
|
+$2.39M
|
+129,244
|
New
|
|
|
35
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.37M
|
+$230K
|
+12,479
|
+11%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$2.24M
|
-$144K
|
-7,811
|
-6%
|
|
|
37
|
Leeward Financial Partners
Bellevue,
Washington
|
$2.01M
|
-$497K
|
-26,923
|
-20%
|
|
|
38
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.99M
|
+$79.5K
|
+4,303
|
+4%
|
|
|
39
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.92M
|
+$687K
|
+37,212
|
+56%
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.9M
|
+$1.57M
|
+84,891
|
+469%
|
|
|
41
|
GeoWealth Management
Chicago,
Illinois
|
$1.74M
|
+$550K
|
+29,807
|
+46%
|
|
|
42
|
Mutual Advisors
Omaha,
Nebraska
|
$1.72M
|
+$8.61K
|
+466
|
+0.5%
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.7M
|
+$633K
|
+34,299
|
+59%
|
|
|
44
|
AE Wealth Management
Topeka,
Kansas
|
$1.63M
|
+$134K
|
+7,249
|
+9%
|
|
|
45
|
Bridge Advisory
Pasadena,
California
|
$1.51M
|
-$84.7K
|
-4,584
|
-5%
|
|
|
46
|
Colonial River Investments
Midlothian,
Virginia
|
$1.49M
|
-$274K
|
-14,853
|
-16%
|
|
|
47
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.47M
|
+$353K
|
+19,094
|
+32%
|
|
|
48
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.38M
|
-$61.9K
|
-3,351
|
-4%
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$1.29M
|
-$363K
|
-19,671
|
-22%
|
|
|
50
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.28M
|
–
|
–
|
–
|
|
