|
26
|
My Personal CFO LLC
Vancouver,
Washington
|
$686K
|
–
|
–
|
–
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$649K
|
–
|
–
|
–
|
|
|
28
|
CoreCap Advisors
Southfield,
Michigan
|
$632K
|
+$630K
|
+20,452
|
New
|
|
|
29
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$614K
|
–
|
–
|
–
|
|
|
30
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$611K
|
+$70.8K
|
+2,300
|
+13%
|
|
|
31
|
Lantz Financial
Naperville,
Illinois
|
$577K
|
-$130K
|
-4,205
|
-18%
|
|
|
32
|
BCS Wealth Management
Johnson City,
Tennessee
|
$547K
|
-$908K
|
-29,477
|
-63%
|
|
|
33
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$498K
|
–
|
–
|
–
|
|
|
34
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$495K
|
+$493K
|
+16,000
|
New
|
|
|
35
|
Arax Advisory Partners
Denver,
Colorado
|
$446K
|
+$51.5K
|
+1,673
|
+13%
|
|
|
36
|
Alera Investment Advisors
Deerfield,
Illinois
|
$430K
|
-$56.4K
|
-1,831
|
-12%
|
|
|
37
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$429K
|
+$111K
|
+3,593
|
+35%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$399K
|
-$46.2K
|
-1,500
|
-10%
|
|
|
39
|
AE Wealth Management
Topeka,
Kansas
|
$395K
|
+$2.71K
|
+88
|
+0.7%
|
|
|
40
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$395K
|
-$116K
|
-3,769
|
-23%
|
|
|
41
|
Berkshire Money Management
Dalton,
Massachusetts
|
$391K
|
+$390K
|
+12,652
|
New
|
|
|
42
|
John W. Brooker & Co
Oakland,
California
|
$363K
|
–
|
–
|
–
|
|
|
43
|
Sunbelt Securities
Houston,
Texas
|
$340K
|
-$123K
|
-4,000
|
-27%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$315K
|
–
|
–
|
–
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$294K
|
-$22.4K
|
-727
|
-7%
|
|
|
46
|
Calton & Associates
Tampa,
Florida
|
$291K
|
+$290K
|
+9,408
|
New
|
|
|
47
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$278K
|
–
|
–
|
–
|
|
|
48
|
ACAS LLC
Rancho Santa Fe,
California
|
$273K
|
+$272K
|
+8,823
|
New
|
|
|
49
|
IFP Advisors
Tampa,
Florida
|
$270K
|
–
|
–
|
–
|
|
|
50
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$265K
|
+$264K
|
+8,568
|
New
|
|
