|
26
|
TrueWealth Advisors
Birmingham,
Alabama
|
$336K
|
+$331K
|
+10,032
|
New
|
|
|
27
|
Financial Advocates Investment Management
Olympia,
Washington
|
$334K
|
+$13.7K
|
+415
|
+4%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$324K
|
+$18.8K
|
+570
|
+6%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$293K
|
–
|
–
|
–
|
|
|
30
|
BCGM Wealth Management
Lafayette,
Indiana
|
$278K
|
–
|
–
|
–
|
|
|
31
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$261K
|
+$258K
|
+7,799
|
New
|
|
|
32
|
Strategic Blueprint
Atlanta,
Georgia
|
$261K
|
-$75.9K
|
-2,298
|
-23%
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$260K
|
-$45.9K
|
-1,390
|
-15%
|
|
|
34
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$209K
|
+$206K
|
+6,246
|
New
|
|
|
35
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$98.2K
|
–
|
–
|
–
|
|
|
36
|
Disciplined Investments
Tulsa,
Oklahoma
|
$91.3K
|
–
|
–
|
–
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$79.2K
|
+$77.2K
|
+2,338
|
+8,992%
|
|
|
38
|
Larson Financial Group
St Louis,
Missouri
|
$55.9K
|
+$12.5K
|
+378
|
+29%
|
|
|
39
|
|
$37.9K
|
–
|
–
|
–
|
|
|
40
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$25.1K
|
+$1.06K
|
+32
|
+4%
|
|
|
41
|
ICA Group Wealth Management
Denver,
Colorado
|
$14.9K
|
+$14.7K
|
+445
|
New
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.7K
|
–
|
–
|
–
|
|
|
43
|
Geneos Wealth Management
Englewood,
Colorado
|
$13.6K
|
–
|
–
|
–
|
|
|
44
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$13.5K
|
+$7.24K
|
+219
|
+119%
|
|
|
45
|
Asset Dedication LLC
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$11.7K
|
–
|
–
|
–
|
|
|
47
|
Winch Advisory Services
Appleton,
Wisconsin
|
$11K
|
+$33
|
+1
|
+0.3%
|
|
|
48
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.73K
|
+$6.64K
|
+201
|
New
|
|
|
49
|
Coppell Advisory Solutions
Coppell,
Texas
|
$3.52K
|
+$3.47K
|
+105
|
New
|
|
|
50
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$3.52K
|
+$3.47K
|
+105
|
New
|
|
