|
51
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$685K
|
+$454K
|
+10,360
|
+203%
|
|
|
52
|
Kestra Private Wealth Services
Austin,
Texas
|
$670K
|
–
|
–
|
–
|
|
|
53
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$655K
|
+$130K
|
+2,956
|
+25%
|
|
|
54
|
Holistic Planning
Nacogdoches,
Texas
|
$617K
|
+$94.8K
|
+2,163
|
+18%
|
|
|
55
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$599K
|
+$593K
|
+13,524
|
New
|
|
|
56
|
WealthTrust Asset Management
Destin,
Florida
|
$564K
|
–
|
–
|
–
|
|
|
57
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$553K
|
+$147K
|
+3,350
|
+37%
|
|
|
58
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$550K
|
+$215K
|
+4,897
|
+65%
|
|
|
59
|
RFG Advisory
Birmingham,
Alabama
|
$525K
|
+$789
|
+18
|
+0.2%
|
|
|
60
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$523K
|
+$518K
|
+11,816
|
New
|
|
|
61
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$518K
|
+$513K
|
+11,700
|
New
|
|
|
62
|
Buck Wealth Strategies
Denver,
Colorado
|
$518K
|
-$24K
|
-547
|
-4%
|
|
|
63
|
Capasso Planning Partners
Charleston,
South Carolina
|
$504K
|
+$498K
|
+11,369
|
New
|
|
|
64
|
Signal Advisors Wealth
Detroit,
Michigan
|
$501K
|
-$19.5K
|
-446
|
-4%
|
|
|
65
|
1776 Wealth
Atlanta,
Georgia
|
$472K
|
–
|
–
|
–
|
|
|
66
|
Level Four Advisory Services
Dallas,
Texas
|
$456K
|
+$451K
|
+10,292
|
New
|
|
|
67
|
Clear Creek Financial Management
Silverdale,
Washington
|
$440K
|
-$25.2K
|
-575
|
-5%
|
|
|
68
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$393K
|
-$42K
|
-958
|
-10%
|
|
|
69
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$391K
|
–
|
–
|
–
|
|
|
70
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$376K
|
+$372K
|
+8,486
|
New
|
|
|
71
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$366K
|
+$362K
|
+8,263
|
New
|
|
|
72
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$357K
|
+$118K
|
+2,697
|
+50%
|
|
|
73
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$300K
|
+$297K
|
+6,766
|
New
|
|
|
74
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$300K
|
+$296K
|
+6,765
|
New
|
|
|
75
|
Clearstead Advisors
Cleveland,
Ohio
|
$300K
|
+$296K
|
+6,764
|
New
|
|
