|
26
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$752K
|
+$96.2K
|
+4,317
|
+15%
|
|
|
27
|
Kestra Private Wealth Services
Austin,
Texas
|
$750K
|
+$205K
|
+9,184
|
+38%
|
|
|
28
|
HeadInvest LLC
Portland,
Maine
|
$635K
|
+$626K
|
+28,100
|
New
|
|
|
29
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$633K
|
–
|
–
|
–
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$510K
|
+$289K
|
+12,955
|
+135%
|
|
|
31
|
Global Retirement Partners
San Rafael,
California
|
$444K
|
+$64.9K
|
+2,911
|
+17%
|
|
|
32
|
Austin Private Wealth
Austin,
Texas
|
$413K
|
+$24.4K
|
+1,095
|
+6%
|
|
|
33
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$370K
|
+$26.7K
|
+1,199
|
+8%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$337K
|
+$332K
|
+14,922
|
New
|
|
|
35
|
|
$271K
|
-$1.43M
|
-64,306
|
-84%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$237K
|
–
|
–
|
–
|
|
|
37
|
Summit Wealth Partners
Orlando,
Florida
|
$225K
|
+$222K
|
+9,968
|
New
|
|
|
38
|
BBJS Financial Advisors
Seattle,
Washington
|
$222K
|
+$134
|
+6
|
+0.1%
|
|
|
39
|
Mutual Advisors
Omaha,
Nebraska
|
$214K
|
-$114K
|
-5,120
|
-35%
|
|
|
40
|
Windsor Capital Management
Phoenix,
Arizona
|
$213K
|
+$210K
|
+9,433
|
New
|
|
|
41
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$212K
|
-$11.3K
|
-505
|
-5%
|
|
|
42
|
|
$118K
|
-$246K
|
-11,026
|
-68%
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$60K
|
–
|
–
|
–
|
|
|
44
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$35.7K
|
–
|
–
|
–
|
|
|
45
|
Principal Securities
Des Moines,
Iowa
|
$20.4K
|
–
|
–
|
–
|
|
|
46
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$18.1K
|
–
|
–
|
–
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$6.33K
|
–
|
–
|
–
|
|
|
48
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.08K
|
–
|
–
|
–
|
|
|
49
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$945K
|
-42,914
|
Closed
|
|
|
50
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$15.5K
|
-705
|
Closed
|
|
