|
26
|
Milestone Asset Management Group
Avon,
Connecticut
|
$387K
|
–
|
–
|
–
|
|
|
27
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$386K
|
+$166K
|
+1,790
|
+62%
|
|
|
28
|
Kestra Private Wealth Services
Austin,
Texas
|
$360K
|
-$44.4K
|
-478
|
-10%
|
|
|
29
|
Watchman Group
Plano,
Texas
|
$312K
|
–
|
–
|
–
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$292K
|
-$114K
|
-1,227
|
-26%
|
|
|
31
|
Fermata Advisors
Sonoma,
California
|
$265K
|
+$25.6K
|
+275
|
+9%
|
|
|
32
|
Fortress Financial Solutions
Tucson,
Arizona
|
$200K
|
+$93
|
+1
|
+0%
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$199K
|
+$4.93K
|
+53
|
+2%
|
|
|
34
|
Kestra Advisory Services
Austin,
Texas
|
$158K
|
+$179K
|
+1,924
|
New
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$152K
|
+$28.8K
|
+310
|
+20%
|
|
|
36
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$115K
|
–
|
–
|
–
|
|
|
37
|
Financial Management Professionals
Austin,
Texas
|
$109K
|
–
|
–
|
–
|
|
|
38
|
SVB Wealth
Boston,
Massachusetts
|
$58.4K
|
+$66K
|
+710
|
New
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$26.4K
|
-$195K
|
-2,094
|
-87%
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
+$27.9K
|
+300
|
+15,000%
|
|
|
41
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$24.8K
|
–
|
–
|
–
|
|
|
42
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$23.4K
|
-$3.72K
|
-40
|
-12%
|
|
|
43
|
Larson Financial Group
St Louis,
Missouri
|
$8.22K
|
–
|
–
|
–
|
|
|
44
|
SignatureFD
Atlanta,
Georgia
|
$8.22K
|
–
|
–
|
–
|
|
|
45
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$7.73K
|
–
|
–
|
–
|
|
|
46
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$4.36K
|
–
|
–
|
–
|
|
|
47
|
Compass Wealth Management
Guilford,
Connecticut
|
$4.11K
|
–
|
–
|
–
|
|
|
48
|
Harbour Investments
Madison,
Wisconsin
|
$3.29K
|
–
|
–
|
–
|
|
|
49
|
Westside Investment Management
Santa Monica,
California
|
$2.47K
|
–
|
–
|
–
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
$1.89K
|
–
|
–
|
–
|
|
