|
26
|
Holistic Planning
Nacogdoches,
Texas
|
$551K
|
+$285K
|
+9,857
|
+95%
|
|
|
27
|
|
$542K
|
+$574K
|
+19,869
|
New
|
|
|
28
|
EP Wealth Advisors
Torrance,
California
|
$520K
|
-$29.5K
|
-1,021
|
-5%
|
|
|
29
|
CreativeOne Wealth
Overland Park,
Kansas
|
$500K
|
+$530K
|
+18,322
|
New
|
|
|
30
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$481K
|
–
|
–
|
–
|
|
|
31
|
Brookstone Capital Management
Wheaton,
Illinois
|
$481K
|
+$47.1K
|
+1,628
|
+10%
|
|
|
32
|
HighTower Advisors
Chicago,
Illinois
|
$382K
|
-$322K
|
-11,143
|
-44%
|
|
|
33
|
Stark Wealth Management
Bethlehem,
Pennsylvania
|
$379K
|
+$402K
|
+13,902
|
New
|
|
|
34
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$365K
|
+$1.39K
|
+48
|
+0.4%
|
|
|
35
|
Kestra Advisory Services
Austin,
Texas
|
$360K
|
+$18.7K
|
+646
|
+5%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$359K
|
+$24.1K
|
+835
|
+7%
|
|
|
37
|
WESPAC Advisors
Orinda,
California
|
$343K
|
+$364K
|
+12,579
|
New
|
|
|
38
|
Jones Financial Companies
Des Peres,
Missouri
|
$305K
|
+$321K
|
+11,104
|
+14,236%
|
|
|
39
|
Covey Capital Advisors
Atlanta,
Georgia
|
$273K
|
–
|
–
|
–
|
|
|
40
|
Advance Capital Management
Southfield,
Michigan
|
$267K
|
–
|
–
|
–
|
|
|
41
|
Two Sigma Securities
New York
|
$263K
|
+$279K
|
+9,655
|
New
|
|
|
42
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$259K
|
+$275K
|
+9,501
|
New
|
|
|
43
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$259K
|
–
|
–
|
–
|
|
|
44
|
Atria Wealth Solutions
New York
|
$255K
|
–
|
–
|
–
|
|
|
45
|
Geneos Wealth Management
Englewood,
Colorado
|
$235K
|
+$249K
|
+8,623
|
New
|
|
|
46
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$224K
|
+$237K
|
+8,200
|
New
|
|
|
47
|
Pacific Asset Management
Gig Harbor,
Washington
|
$222K
|
+$235K
|
+8,125
|
New
|
|
|
48
|
Oppenheimer & Co
New York
|
$205K
|
+$218K
|
+7,526
|
New
|
|
|
49
|
HB Wealth Management
Atlanta,
Georgia
|
$203K
|
–
|
–
|
–
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$194K
|
+$37.6K
|
+1,300
|
+22%
|
|
