|
1
|
GDS Wealth Management
Flower Mound,
Texas
|
$21.7M
|
+$665K
|
+31,741
|
+3%
|
|
|
2
|
Guided Capital Wealth Management
Houston,
Texas
|
$6.54M
|
-$228K
|
-10,880
|
-3%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.58M
|
-$435K
|
-20,784
|
-7%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$3.34M
|
-$28K
|
-1,337
|
-0.8%
|
|
|
5
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$2.73M
|
+$866K
|
+41,342
|
+47%
|
|
|
6
|
Equitable Holdings
New York
|
$2.14M
|
+$174K
|
+8,321
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.53M
|
-$157K
|
-7,483
|
-9%
|
|
|
8
|
Milestones Private Investment Advisors
Fairport,
New York
|
$1.5M
|
+$1.49M
|
+71,044
|
New
|
|
|
9
|
Strategic Financial Partners
Bend,
Oregon
|
$1.44M
|
-$88.6K
|
-4,231
|
-6%
|
|
|
10
|
|
$1.4M
|
+$417K
|
+19,912
|
+43%
|
|
|
11
|
L.J. Altfest & Co
New York
|
$1.4M
|
+$28.3K
|
+1,349
|
+2%
|
|
|
12
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$805K
|
-$12.3K
|
-588
|
-2%
|
|
|
13
|
Insigneo Advisory Services
Miami,
Florida
|
$687K
|
-$16.3K
|
-780
|
-2%
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
$607K
|
+$41.7K
|
+1,992
|
+7%
|
|
|
15
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$583K
|
-$72K
|
-3,434
|
-11%
|
|
|
16
|
Rik Saylor Financial
Fairfield,
Ohio
|
$558K
|
-$3.98K
|
-190
|
-0.7%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$506K
|
-$2.3M
|
-109,989
|
-82%
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$422K
|
-$1.01K
|
-48
|
-0.2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$422K
|
+$17.8K
|
+850
|
+4%
|
|
|
20
|
TCFG Wealth Management
Laguna Niguel,
California
|
$374K
|
–
|
–
|
–
|
|
|
21
|
Running Point Capital Advisors
El Segundo,
California
|
$363K
|
+$26.7K
|
+1,272
|
+8%
|
|
|
22
|
|
$315K
|
-$1.55M
|
-73,812
|
-83%
|
|
|
23
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
24
|
Darwin Wealth Management
Tampa,
Florida
|
$143K
|
-$39.1K
|
-1,867
|
-22%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$63.4K
|
+$41.9K
|
+2,000
|
+200%
|
|
