|
26
|
Mattson Financial Services
Kentwood,
Michigan
|
$835K
|
+$834K
|
+28,533
|
New
|
|
|
27
|
WealthCare Asset Management
Springfield,
Missouri
|
$795K
|
+$395K
|
+13,525
|
+103%
|
|
|
28
|
Mosley Wealth Management
Anaheim,
California
|
$663K
|
+$651K
|
+22,263
|
New
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$636K
|
+$624K
|
+21,361
|
New
|
|
|
30
|
Belpointe Asset Management
Reno,
Nevada
|
$623K
|
+$48.4K
|
+1,656
|
+9%
|
|
|
31
|
Maridea Wealth Management
Brooklyn,
New York
|
$620K
|
+$608K
|
+20,799
|
New
|
|
|
32
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$490K
|
+$481K
|
+16,446
|
New
|
|
|
33
|
Altiora Financial Group
Lebanon,
Ohio
|
$454K
|
+$63.6K
|
+2,174
|
+17%
|
|
|
34
|
Summit Global Investments
Bountiful,
Utah
|
$445K
|
+$116K
|
+3,982
|
+36%
|
|
|
35
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$390K
|
+$382K
|
+13,075
|
New
|
|
|
36
|
&Partners
Nashville,
Tennessee
|
$321K
|
+$315K
|
+10,792
|
New
|
|
|
37
|
Decker Retirement Planning
Levi,
Utah
|
$266K
|
-$731
|
-25
|
-0.3%
|
|
|
38
|
NBC Securities
Birmingham,
Alabama
|
$265K
|
+$186K
|
+6,358
|
+250%
|
|
|
39
|
Kestra Private Wealth Services
Austin,
Texas
|
$263K
|
+$29.7K
|
+1,016
|
+13%
|
|
|
40
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$142K
|
+$140K
|
+4,782
|
New
|
|
|
41
|
POM Investment Strategies
Raleigh,
North Carolina
|
$76.6K
|
-$106K
|
-3,633
|
-59%
|
|
|
42
|
Buck Wealth Strategies
Denver,
Colorado
|
$29.5K
|
+$28.9K
|
+990
|
New
|
|
|
43
|
Montgomery Financial Services
Ocean City,
Maryland
|
$28.8K
|
+$28.3K
|
+968
|
New
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$14.9K
|
+$14.6K
|
+500
|
New
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$5.51K
|
+$5.41K
|
+185
|
New
|
|
|
46
|
Global Retirement Partners
San Rafael,
California
|
$5.36K
|
+$5.26K
|
+180
|
New
|
|
|
47
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$9.42K
|
-315
|
Closed
|
|
|
48
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$1.32K
|
-45
|
Closed
|
|
