|
26
|
Winnow Wealth
Waco,
Texas
|
$783K
|
+$845K
|
+17,545
|
New
|
|
|
27
|
Synergy Financial Group
San Ramon,
California
|
$776K
|
+$514K
|
+10,679
|
+159%
|
|
|
28
|
Prosperity Financial Group
San Ramon,
California
|
$702K
|
+$758K
|
+15,751
|
New
|
|
|
29
|
Delta Investment Management
San Francisco,
California
|
$699K
|
+$755K
|
+15,681
|
New
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$685K
|
+$685K
|
+14,233
|
+1,254%
|
|
|
31
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$639K
|
+$689K
|
+14,318
|
New
|
|
|
32
|
Graypoint LLC
Albany,
New York
|
$627K
|
-$97.5K
|
-2,025
|
-13%
|
|
|
33
|
Private Wealth Partners
Mill Valley,
California
|
$580K
|
+$36.1K
|
+750
|
+6%
|
|
|
34
|
Avalon Capital Management
Port Of Redwood City,
California
|
$558K
|
+$602K
|
+12,500
|
New
|
|
|
35
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$546K
|
-$5.25K
|
-109
|
-0.9%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$501K
|
+$168K
|
+3,483
|
+45%
|
|
|
37
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$462K
|
+$98K
|
+2,035
|
+24%
|
|
|
38
|
CFO4Life Group
Coppell,
Texas
|
$391K
|
+$194K
|
+4,037
|
+85%
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$386K
|
+$417K
|
+8,654
|
New
|
|
|
40
|
Atria Wealth Solutions
New York
|
$357K
|
+$385K
|
+8,000
|
New
|
|
|
41
|
Private Trust Company
Cleveland,
Ohio
|
$356K
|
+$98.2K
|
+2,040
|
+34%
|
|
|
42
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$352K
|
-$181K
|
-3,750
|
-32%
|
|
|
43
|
Naviter Wealth
Little Rock,
Arkansas
|
$345K
|
+$372K
|
+7,731
|
New
|
|
|
44
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$336K
|
+$362K
|
+7,525
|
New
|
|
|
45
|
M.E. Allison & Co
San Antonio,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
46
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$325K
|
+$50K
|
+1,038
|
+17%
|
|
|
47
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$323K
|
+$349K
|
+7,250
|
New
|
|
|
48
|
High Net Worth Advisory Group
Naples,
Florida
|
$312K
|
–
|
–
|
–
|
|
|
49
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$312K
|
+$36.6K
|
+761
|
+12%
|
|
|
50
|
Fort Point Capital Partners
San Francisco,
California
|
$305K
|
+$329K
|
+6,830
|
New
|
|
