|
26
|
TCFG Wealth Management
Laguna Niguel,
California
|
$5.43M
|
-$84.1K
|
-1,642
|
-2%
|
|
|
27
|
Able Wealth Management
Toms River,
New Jersey
|
$5.02M
|
-$2.43M
|
-47,344
|
-33%
|
|
|
28
|
Parsons Capital Management
Providence,
Rhode Island
|
$4.96M
|
+$370K
|
+7,223
|
+8%
|
|
|
29
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$4.62M
|
+$1.27M
|
+24,887
|
+38%
|
|
|
30
|
J. Team Financial
Abilene,
Texas
|
$4.54M
|
+$861K
|
+16,804
|
+23%
|
|
|
31
|
Vise Technologies
New York
|
$4.39M
|
+$2.46M
|
+48,058
|
+127%
|
|
|
32
|
Brown Financial Advisors
Milford,
Ohio
|
$3.94M
|
+$354K
|
+6,911
|
+10%
|
|
|
33
|
Raymond James Financial
St Petersburg,
Florida
|
$3.66M
|
+$3.67M
|
+71,572
|
New
|
|
|
34
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.31M
|
+$2.33M
|
+45,486
|
+237%
|
|
|
35
|
Lewis Asset Management
Lafayette,
California
|
$2.95M
|
+$333K
|
+6,497
|
+13%
|
|
|
36
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.5M
|
+$14.2K
|
+277
|
+0.6%
|
|
|
37
|
M Wealth Management LLC
San Diego,
California
|
$2.46M
|
-$28.2K
|
-550
|
-1%
|
|
|
38
|
XY Planning Network
Bozeman,
Montana
|
$2.4M
|
+$179K
|
+3,493
|
+8%
|
|
|
39
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.32M
|
-$128K
|
-2,500
|
-5%
|
|
|
40
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$2.05M
|
-$94.8K
|
-1,851
|
-4%
|
|
|
41
|
TradeWell Securities
Fort Wayne,
Indiana
|
$1.59M
|
+$112K
|
+2,194
|
+8%
|
|
|
42
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.49M
|
-$114K
|
-2,224
|
-7%
|
|
|
43
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.46M
|
+$53.8K
|
+1,050
|
+4%
|
|
|
44
|
Copley Financial Group
San Diego,
California
|
$1.4M
|
-$461K
|
-9,006
|
-25%
|
|
|
45
|
Paladin Wealth
Arden Hills,
Minnesota
|
$1.21M
|
+$82.9K
|
+1,618
|
+7%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.08M
|
+$308K
|
+6,007
|
+40%
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$931K
|
+$96.2K
|
+1,877
|
+12%
|
|
|
48
|
IEQ Capital
Foster City,
California
|
$913K
|
+$16.1K
|
+314
|
+2%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
$787K
|
-$14.6M
|
-284,797
|
-95%
|
|
|
50
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$756K
|
+$7.68K
|
+150
|
+1%
|
|
