|
26
|
Holistic Planning
Nacogdoches,
Texas
|
$561K
|
-$4.76K
|
-135
|
-0.8%
|
|
|
27
|
Keystone Wealth Services
Palm Desert,
California
|
$549K
|
-$881
|
-25
|
-0.2%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$546K
|
+$119K
|
+3,389
|
+27%
|
|
|
29
|
REAP Financial Group
Austin,
Texas
|
$545K
|
-$1.62K
|
-46
|
-0.3%
|
|
|
30
|
Kestra Private Wealth Services
Austin,
Texas
|
$533K
|
+$17.6K
|
+500
|
+3%
|
|
|
31
|
Synergy Asset Management
Vancouver,
Washington
|
$499K
|
+$509K
|
+14,438
|
New
|
|
|
32
|
NWF Advisory Services
Los Angeles,
California
|
$478K
|
+$488K
|
+13,850
|
New
|
|
|
33
|
Spire Wealth Management
Mclean,
Virginia
|
$470K
|
-$248K
|
-7,026
|
-34%
|
|
|
34
|
Advyzon Investment Management
Lisle,
Illinois
|
$460K
|
–
|
–
|
–
|
|
|
35
|
Atria Wealth Solutions
New York
|
$457K
|
-$211K
|
-5,996
|
-31%
|
|
|
36
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$429K
|
+$390K
|
+11,060
|
+820%
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$428K
|
-$528
|
-15
|
-0.1%
|
|
|
38
|
Integrity Financial
Cheyenne,
Wyoming
|
$407K
|
–
|
–
|
–
|
|
|
39
|
Kinloch Capital
Glen Allen,
Virginia
|
$348K
|
–
|
–
|
–
|
|
|
40
|
ORG Partners
Roanoke,
Indiana
|
$346K
|
+$352K
|
+10,000
|
New
|
|
|
41
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$337K
|
–
|
–
|
–
|
|
|
42
|
Gries Financial
Cleveland,
Ohio
|
$334K
|
–
|
–
|
–
|
|
|
43
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$313K
|
–
|
–
|
–
|
|
|
44
|
CoreCap Advisors
Southfield,
Michigan
|
$301K
|
+$46.9K
|
+1,330
|
+18%
|
|
|
45
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$244K
|
–
|
–
|
–
|
|
|
46
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
47
|
BCGM Wealth Management
Lafayette,
Indiana
|
$228K
|
–
|
–
|
–
|
|
|
48
|
Grantvest Financial Group
Matawan,
New Jersey
|
$225K
|
–
|
–
|
–
|
|
|
49
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$216K
|
–
|
–
|
–
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$203K
|
–
|
–
|
–
|
|
