|
26
|
LPL Financial
San Diego,
California
|
$459K
|
+$41.4K
|
+804
|
+10%
|
|
|
27
|
Trademark Financial Management
Bloomington,
Minnesota
|
$404K
|
+$402K
|
+7,805
|
New
|
|
|
28
|
LifePro Asset Management
San Diego,
California
|
$384K
|
+$72.1K
|
+1,401
|
+23%
|
|
|
29
|
NewEdge Advisors
New Orleans,
Louisiana
|
$336K
|
+$130K
|
+2,529
|
+64%
|
|
|
30
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$332K
|
+$87.7K
|
+1,705
|
+36%
|
|
|
31
|
Level Financial Advisors
East Amherst,
New York
|
$310K
|
+$83.5K
|
+1,623
|
+37%
|
|
|
32
|
|
$275K
|
–
|
–
|
–
|
|
|
33
|
Private Advisor Group
Morristown,
New Jersey
|
$271K
|
+$269K
|
+5,232
|
New
|
|
|
34
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$270K
|
+$269K
|
+5,220
|
New
|
|
|
35
|
Pathstone Holdings
Englewood,
New Jersey
|
$251K
|
+$1.13K
|
+22
|
+0.5%
|
|
|
36
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$230K
|
+$29.2K
|
+567
|
+15%
|
|
|
37
|
Old Mission Capital
Chicago,
Illinois
|
$225K
|
+$223K
|
+4,338
|
New
|
|
|
38
|
EnRich Financial Partners
Madison,
Wisconsin
|
$182K
|
+$180K
|
+3,507
|
New
|
|
|
39
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$162K
|
–
|
–
|
–
|
|
|
40
|
Orion Capital Management
Coronado,
California
|
$130K
|
-$7.72K
|
-150
|
-6%
|
|
|
41
|
|
$102K
|
+$100K
|
+1,952
|
+8,873%
|
|
|
42
|
Cardiff Park Advisors
Carlsbad,
California
|
$91.8K
|
+$16.2K
|
+314
|
+22%
|
|
|
43
|
McIlrath & Eck
Arlington,
Washington
|
$71K
|
–
|
–
|
–
|
|
|
44
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$32.8K
|
+$32.6K
|
+633
|
New
|
|
|
45
|
Elevation Wealth Partners
Santa Rosa,
California
|
$31.7K
|
+$1.24K
|
+24
|
+4%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$10.4K
|
–
|
–
|
–
|
|
|
47
|
SYM Financial Corp
Winona Lake,
Indiana
|
$4.19K
|
–
|
–
|
–
|
|
|
48
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
–
|
-$60.6K
|
-1,168
|
Closed
|
|
|
50
|
Elevate Wealth Advisory
Athens,
Georgia
|
–
|
-$18.2K
|
-351
|
Closed
|
|
