|
26
|
Safeguard Investment Advisory Group
Corona,
California
|
$400K
|
+$383K
|
+8,386
|
New
|
|
|
27
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$390K
|
-$13.8K
|
-303
|
-3%
|
|
|
28
|
Drive Wealth Management
Lehi,
Utah
|
$378K
|
+$393K
|
+8,604
|
New
|
|
|
29
|
Spinnaker Investment Group
Newport Beach,
California
|
$374K
|
+$54K
|
+1,183
|
+16%
|
|
|
30
|
Financial Connections Group
Corte Madera,
California
|
$289K
|
+$50.9K
|
+1,114
|
+20%
|
|
|
31
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$270K
|
+$281K
|
+6,146
|
New
|
|
|
32
|
Willow Creek Wealth Management
Sebastopol,
California
|
$268K
|
+$279K
|
+6,100
|
New
|
|
|
33
|
Sterling Financial Planning
Sparta,
New Jersey
|
$265K
|
+$275K
|
+6,015
|
New
|
|
|
34
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$259K
|
+$15.4K
|
+337
|
+6%
|
|
|
35
|
Rather & Kittrell
Knoxville,
Tennessee
|
$250K
|
+$260K
|
+5,698
|
New
|
|
|
36
|
Kestra Advisory Services
Austin,
Texas
|
$241K
|
+$251K
|
+5,489
|
New
|
|
|
37
|
IFP Advisors
Tampa,
Florida
|
$230K
|
–
|
–
|
–
|
|
|
38
|
Resolute Financial
Newburyport,
Massachusetts
|
$215K
|
+$223K
|
+4,889
|
New
|
|
|
39
|
Disciplined Investments
Tulsa,
Oklahoma
|
$209K
|
+$171K
|
+3,741
|
+370%
|
|
|
40
|
3D/L Capital Management
Hartford,
Connecticut
|
$200K
|
+$3.15K
|
+69
|
+2%
|
|
|
41
|
Allworth Financial
Folsom,
California
|
$182K
|
–
|
–
|
–
|
|
|
42
|
Covington Capital Management
Los Angeles,
California
|
$61K
|
+$63.8K
|
+1,397
|
New
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$56K
|
–
|
–
|
–
|
|
|
44
|
Orion Capital Management
Coronado,
California
|
$37K
|
+$38.9K
|
+851
|
New
|
|
|
45
|
North Star Investment Management
Chicago,
Illinois
|
$22K
|
+$23.2K
|
+508
|
New
|
|
|
46
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
47
|
Castle Wealth Management
West Palm Beach,
Florida
|
$13K
|
+$13K
|
+285
|
New
|
|
|
48
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8K
|
+$8.68K
|
+190
|
New
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$4.93K
|
+108
|
New
|
|
|
50
|
|
$3K
|
-$22.8K
|
-500
|
-89%
|
|
