|
26
|
Apeiron RIA
Dallas,
Texas
|
$727K
|
-$108K
|
-768
|
-13%
|
|
|
27
|
Golden State Wealth Management
Santa Ana,
California
|
$715K
|
+$729K
|
+5,176
|
New
|
|
|
28
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$602K
|
-$42.1K
|
-299
|
-7%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$558K
|
+$569K
|
+4,039
|
New
|
|
|
30
|
Willner & Heller
Encino,
California
|
$545K
|
+$4.37K
|
+31
|
+0.8%
|
|
|
31
|
NWAM LLC
Mercer Island,
Washington
|
$534K
|
-$31.1K
|
-221
|
-5%
|
|
|
32
|
Independent Financial Group
San Diego,
California
|
$489K
|
-$4.51K
|
-32
|
-0.9%
|
|
|
33
|
Jones Financial Companies
Des Peres,
Missouri
|
$465K
|
+$302K
|
+2,144
|
+176%
|
|
|
34
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$372K
|
+$42.6K
|
+302
|
+13%
|
|
|
35
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$359K
|
–
|
–
|
–
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$348K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$343K
|
-$92.6K
|
-657
|
-21%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$335K
|
+$50.3K
|
+357
|
+17%
|
|
|
39
|
International Assets Investment Management
Orlando,
Florida
|
$319K
|
+$10.8K
|
+77
|
+3%
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$291K
|
+$11K
|
+78
|
+4%
|
|
|
41
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$290K
|
+$296K
|
+2,099
|
New
|
|
|
42
|
Bison Wealth
Atlanta,
Georgia
|
$288K
|
-$66.9K
|
-475
|
-19%
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$287K
|
+$2.68K
|
+19
|
+0.9%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$284K
|
+$24K
|
+170
|
+9%
|
|
|
45
|
PFG Advisors
Phoenix,
Arizona
|
$259K
|
+$264K
|
+1,875
|
New
|
|
|
46
|
|
$226K
|
+$231K
|
+1,638
|
New
|
|
|
47
|
Clearstead Advisors
Cleveland,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$224K
|
+$16.5K
|
+117
|
+8%
|
|
|
49
|
1ST Source Bank
South Bend,
Indiana
|
$222K
|
–
|
–
|
–
|
|
|
50
|
TCFG Wealth Management
Laguna Niguel,
California
|
$209K
|
–
|
–
|
–
|
|
