|
26
|
Capasso Planning Partners
Charleston,
South Carolina
|
$505K
|
–
|
–
|
–
|
|
|
27
|
Claro Advisors
Boston,
Massachusetts
|
$498K
|
+$82.2K
|
+3,525
|
+19%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$487K
|
-$474K
|
-20,344
|
-49%
|
|
|
29
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$461K
|
+$466K
|
+20,006
|
New
|
|
|
30
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$450K
|
+$455K
|
+19,511
|
New
|
|
|
31
|
O'Donnell Financial Services
San Rafael,
California
|
$424K
|
-$206K
|
-8,858
|
-33%
|
|
|
32
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$419K
|
+$29.8K
|
+1,280
|
+8%
|
|
|
33
|
OneAscent Financial Services
Birmingham,
Alabama
|
$402K
|
+$27.8K
|
+1,192
|
+7%
|
|
|
34
|
Winnow Wealth
Waco,
Texas
|
$400K
|
+$404K
|
+17,335
|
New
|
|
|
35
|
Brookstone Capital Management
Wheaton,
Illinois
|
$362K
|
+$366K
|
+15,701
|
New
|
|
|
36
|
Keystone Wealth Services
Palm Desert,
California
|
$360K
|
+$363K
|
+15,591
|
New
|
|
|
37
|
Tradition Wealth Management
Edina,
Minnesota
|
$329K
|
+$99.3K
|
+4,261
|
+43%
|
|
|
38
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$317K
|
-$269K
|
-11,556
|
-46%
|
|
|
39
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$303K
|
+$9.88K
|
+424
|
+3%
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$267K
|
+$248K
|
+10,658
|
+1,174%
|
|
|
41
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$243K
|
+$35.9K
|
+1,540
|
+17%
|
|
|
42
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$240K
|
-$13.4K
|
-577
|
-5%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$237K
|
+$240K
|
+10,285
|
New
|
|
|
44
|
Principal Securities
Des Moines,
Iowa
|
$220K
|
+$13.3K
|
+571
|
+6%
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$87.3K
|
+$32.4K
|
+1,390
|
+58%
|
|
|
46
|
IFG Advisory
Atlanta,
Georgia
|
$78.4K
|
+$79.2K
|
+3,398
|
New
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$25.4K
|
+$25.6K
|
+1,100
|
New
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$23.2K
|
+$23.5K
|
+1,008
|
New
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.7K
|
+$19.9K
|
+853
|
New
|
|
|
50
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$9.92K
|
+$10K
|
+430
|
New
|
|
