|
26
|
Castleview Partners
Dallas,
Texas
|
$1.56M
|
+$1.56M
|
+39,668
|
New
|
|
|
27
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.51M
|
+$1.51M
|
+38,260
|
New
|
|
|
28
|
Ignite Planners
San Clemente,
California
|
$1.33M
|
+$695K
|
+17,662
|
+111%
|
|
|
29
|
Wood Tarver Financial Group
Boise,
Idaho
|
$1.31M
|
+$1.31M
|
+33,285
|
New
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$1.19M
|
-$22K
|
-560
|
-2%
|
|
|
31
|
Spire Wealth Management
Mclean,
Virginia
|
$1.16M
|
+$591K
|
+15,005
|
+105%
|
|
|
32
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.14M
|
-$20K
|
-507
|
-2%
|
|
|
33
|
1ST Source Bank
South Bend,
Indiana
|
$1.09M
|
–
|
–
|
–
|
|
|
34
|
Beacon Financial Group
Dallas,
Texas
|
$1.03M
|
+$284K
|
+7,208
|
+38%
|
|
|
35
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.02M
|
+$814K
|
+20,686
|
+390%
|
|
|
36
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$961K
|
+$21.7K
|
+550
|
+2%
|
|
|
37
|
Icon Wealth Advisors
Houston,
Texas
|
$832K
|
-$3.11K
|
-79
|
-0.4%
|
|
|
38
|
Oppenheimer & Co
New York
|
$787K
|
+$787K
|
+20,000
|
New
|
|
|
39
|
Integrity Financial
Cheyenne,
Wyoming
|
$705K
|
+$405K
|
+10,278
|
+135%
|
|
|
40
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$674K
|
+$674K
|
+17,118
|
New
|
|
|
41
|
Founders Financial Securities
Towson,
Maryland
|
$619K
|
+$298K
|
+7,581
|
+93%
|
|
|
42
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$559K
|
-$115K
|
-2,912
|
-17%
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$518K
|
+$25.1K
|
+637
|
+5%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$509K
|
+$509K
|
+12,922
|
New
|
|
|
45
|
|
$486K
|
-$82.9K
|
-2,105
|
-15%
|
|
|
46
|
Holistic Planning
Nacogdoches,
Texas
|
$462K
|
+$462K
|
+11,727
|
New
|
|
|
47
|
Hickory Asset Management
Concord,
Ohio
|
$425K
|
+$425K
|
+10,790
|
New
|
|
|
48
|
1776 Wealth
Atlanta,
Georgia
|
$420K
|
–
|
–
|
–
|
|
|
49
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$419K
|
-$89.3K
|
-2,269
|
-18%
|
|
|
50
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$405K
|
+$113K
|
+2,858
|
+39%
|
|
