|
26
|
Capital Advantage
Walnut Creek,
California
|
$550K
|
+$551K
|
+5,584
|
New
|
|
|
27
|
Legacy Edge Advisors
Syosset,
New York
|
$529K
|
+$147K
|
+1,487
|
+39%
|
|
|
28
|
Amara Financial
San Francisco,
California
|
$526K
|
+$5.23K
|
+53
|
+1%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$497K
|
+$181K
|
+1,829
|
+57%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$479K
|
-$38K
|
-385
|
-7%
|
|
|
31
|
|
$474K
|
+$90.2K
|
+914
|
+23%
|
|
|
32
|
Round Rock Advisors
Wilton,
Connecticut
|
$428K
|
–
|
–
|
–
|
|
|
33
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$398K
|
-$987
|
-10
|
-0.2%
|
|
|
34
|
Global Retirement Partners
San Rafael,
California
|
$386K
|
+$387K
|
+3,919
|
New
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$379K
|
+$380K
|
+3,849
|
New
|
|
|
36
|
Beacon Pointe Advisors
Newport Beach,
California
|
$354K
|
–
|
–
|
–
|
|
|
37
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$352K
|
–
|
–
|
–
|
|
|
38
|
Trademark Financial Management
Bloomington,
Minnesota
|
$352K
|
+$16.2K
|
+164
|
+5%
|
|
|
39
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$344K
|
–
|
–
|
–
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$305K
|
-$6.02K
|
-61
|
-2%
|
|
|
41
|
Treynor Bancshares
Treynor,
Iowa
|
$291K
|
+$1.28K
|
+13
|
+0.4%
|
|
|
42
|
Live Oak Investment Partners
Austin,
Texas
|
$288K
|
–
|
–
|
–
|
|
|
43
|
Congress Wealth Management
Boston,
Massachusetts
|
$260K
|
-$43.5K
|
-441
|
-14%
|
|
|
44
|
Skyline Advisors
Bellingham,
Washington
|
$245K
|
-$596K
|
-6,036
|
-71%
|
|
|
45
|
Natural Investments
Windsor,
California
|
$239K
|
+$240K
|
+2,434
|
New
|
|
|
46
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$232K
|
+$6.12K
|
+62
|
+3%
|
|
|
48
|
Towerpoint Wealth
Sacramento,
California
|
$208K
|
-$20.4K
|
-207
|
-9%
|
|
|
49
|
Bank of America
Charlotte,
North Carolina
|
$202K
|
+$197K
|
+1,998
|
+3,996%
|
|
|
50
|
|
$149K
|
+$16.1K
|
+163
|
+12%
|
|
