|
26
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$3.3M
|
+$786K
|
+15,943
|
+34%
|
|
|
27
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.22M
|
-$595K
|
-12,071
|
-16%
|
|
|
28
|
Fermata Advisors
Sonoma,
California
|
$2.66M
|
-$157K
|
-3,184
|
-6%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$2.46M
|
-$335K
|
-6,804
|
-13%
|
|
|
30
|
|
$2.42M
|
-$628K
|
-12,755
|
-21%
|
|
|
31
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.4M
|
+$69.2K
|
+1,405
|
+3%
|
|
|
32
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.36M
|
+$838K
|
+17,014
|
+60%
|
|
|
33
|
Dopkins Wealth Management
Williamsville,
New York
|
$2.34M
|
+$838K
|
+17,015
|
+61%
|
|
|
34
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.86M
|
+$169K
|
+3,439
|
+11%
|
|
|
35
|
Apex Wealth Management
Bedford,
New Hampshire
|
$1.78M
|
+$5.03K
|
+102
|
+0.3%
|
|
|
36
|
Fortress Wealth Management
Culver City,
California
|
$1.72M
|
+$2.51K
|
+51
|
+0.2%
|
|
|
37
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.66M
|
+$18.1K
|
+367
|
+1%
|
|
|
38
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.56M
|
–
|
–
|
–
|
|
|
39
|
Bestgate Wealth Advisors
Frederick,
Maryland
|
$1.49M
|
–
|
–
|
–
|
|
|
40
|
Spire Wealth Management
Mclean,
Virginia
|
$1.41M
|
-$105K
|
-2,127
|
-7%
|
|
|
41
|
CHB Investment Group
New Hope,
Pennsylvania
|
$1.39M
|
-$16.7K
|
-338
|
-1%
|
|
|
42
|
HBW Advisory Services
Simi Valley,
California
|
$1.3M
|
+$121K
|
+2,450
|
+11%
|
|
|
43
|
Lowery Thomas LLC
Pebble Beach,
California
|
$1.26M
|
+$6.7K
|
+136
|
+0.6%
|
|
|
44
|
Williams & Novak
Westlake Village,
California
|
$1.26M
|
-$394
|
-8
|
-0%
|
|
|
45
|
Asset Allocation Strategies
Farmington,
Michigan
|
$1.24M
|
-$148K
|
-2,999
|
-11%
|
|
|
46
|
IHT Wealth Management
Chicago,
Illinois
|
$1.21M
|
-$1.25M
|
-25,303
|
-52%
|
|
|
47
|
SFM LLC
Manchester,
New Hampshire
|
$1.12M
|
-$11.9K
|
-241
|
-1%
|
|
|
48
|
Charles Schwab
San Francisco,
California
|
$1.07M
|
-$19.7K
|
-400
|
-2%
|
|
|
49
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.03M
|
-$325K
|
-6,597
|
-25%
|
|
|
50
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$959K
|
-$314K
|
-6,371
|
-26%
|
|
