|
26
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$868K
|
+$174K
|
+4,275
|
+25%
|
|
|
27
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$812K
|
+$811K
|
+19,929
|
New
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$738K
|
-$218K
|
-5,366
|
-23%
|
|
|
29
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$657K
|
-$49K
|
-1,204
|
-7%
|
|
|
30
|
Bristlecone Advisors
Bellevue,
Washington
|
$590K
|
+$322K
|
+7,926
|
+121%
|
|
|
31
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$561K
|
+$34.9K
|
+859
|
+7%
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$554K
|
-$69.7K
|
-1,713
|
-11%
|
|
|
33
|
|
$552K
|
+$274K
|
+6,724
|
+98%
|
|
|
34
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$507K
|
–
|
–
|
–
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$459K
|
+$26.4K
|
+648
|
+6%
|
|
|
36
|
Institute for Wealth Management
Denver,
Colorado
|
$434K
|
-$41.3K
|
-1,014
|
-9%
|
|
|
37
|
Belpointe Asset Management
Reno,
Nevada
|
$415K
|
+$23.4K
|
+574
|
+6%
|
|
|
38
|
Regal Investment Advisors
Kentwood,
Michigan
|
$389K
|
-$3.66K
|
-90
|
-0.9%
|
|
|
39
|
CVA Family Office
Denver,
Colorado
|
$361K
|
–
|
–
|
–
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$357K
|
+$304K
|
+7,470
|
+589%
|
|
|
41
|
3D/L Capital Management
Hartford,
Connecticut
|
$354K
|
-$107K
|
-2,634
|
-23%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$346K
|
+$20.3K
|
+500
|
+6%
|
|
|
43
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$337K
|
+$336K
|
+8,262
|
New
|
|
|
44
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$333K
|
-$109K
|
-2,690
|
-33%
|
|
|
45
|
|
$291K
|
+$30.2K
|
+742
|
+12%
|
|
|
46
|
Occidental Asset Management
Burlingame,
California
|
$285K
|
+$285K
|
+7,000
|
New
|
|
|
47
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$247K
|
+$247K
|
+6,071
|
New
|
|
|
48
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$247K
|
+$38.6K
|
+950
|
+19%
|
|
|
49
|
Essex Savings Bank
Essex,
Connecticut
|
$244K
|
+$10.2K
|
+250
|
+4%
|
|
|
50
|
Triumph Capital Management
Denver,
Colorado
|
$204K
|
+$204K
|
+5,005
|
New
|
|
