|
26
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$5.1M
|
+$245K
|
+4,888
|
+5%
|
|
|
27
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$5.1M
|
-$230K
|
-4,580
|
-4%
|
|
|
28
|
Daviman Financial
Noblesville,
Indiana
|
$4.93M
|
+$4.92M
|
+98,031
|
New
|
|
|
29
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$4.04M
|
+$3.42M
|
+68,126
|
+563%
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.01M
|
-$56.3K
|
-1,122
|
-2%
|
|
|
31
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.6M
|
+$250K
|
+4,983
|
+11%
|
|
|
32
|
PFG Advisors
Phoenix,
Arizona
|
$2.53M
|
-$90.2K
|
-1,797
|
-3%
|
|
|
33
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$2.32M
|
+$116K
|
+2,320
|
+5%
|
|
|
34
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.3M
|
-$1.75M
|
-34,787
|
-43%
|
|
|
35
|
Arax Advisory Partners
Denver,
Colorado
|
$2.23M
|
+$2.23M
|
+44,351
|
New
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.21M
|
+$1.01M
|
+20,199
|
+85%
|
|
|
37
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.18M
|
+$416K
|
+8,282
|
+24%
|
|
|
38
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$2.14M
|
-$2.23M
|
-44,477
|
-51%
|
|
|
39
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.94M
|
+$1.93M
|
+38,481
|
New
|
|
|
40
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$1.78M
|
+35,431
|
New
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.7M
|
+$34.6K
|
+690
|
+2%
|
|
|
42
|
Summit Financial
Parsippany,
New Jersey
|
$1.55M
|
+$17.5K
|
+348
|
+1%
|
|
|
43
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.47M
|
+$449K
|
+8,933
|
+44%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
-$26.8M
|
-533,033
|
-96%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$904K
|
-$1.21M
|
-24,151
|
-57%
|
|
|
46
|
JT Stratford LLC
Gainesville,
Georgia
|
$842K
|
+$56.9K
|
+1,134
|
+7%
|
|
|
47
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$794K
|
–
|
–
|
–
|
|
|
48
|
|
$702K
|
-$3.28M
|
-65,419
|
-82%
|
|
|
49
|
EQ LLC
Bellevue,
Washington
|
$688K
|
-$142K
|
-2,832
|
-17%
|
|
|
50
|
|
$534K
|
-$8.66M
|
-172,488
|
-94%
|
|
