|
26
|
Helen Stephens Group
Fort Worth,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
27
|
Belpointe Asset Management
Reno,
Nevada
|
$298K
|
+$297K
|
+11,273
|
New
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$298K
|
+$19.3K
|
+732
|
+7%
|
|
|
29
|
Stockman Wealth Management
Billings,
Montana
|
$293K
|
–
|
–
|
–
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$285K
|
+$114K
|
+4,317
|
+67%
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$284K
|
-$7.28K
|
-276
|
-3%
|
|
|
32
|
Freestone Capital Holdings
Seattle,
Washington
|
$265K
|
-$87.9K
|
-3,330
|
-25%
|
|
|
33
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$263K
|
+$13.5K
|
+510
|
+5%
|
|
|
34
|
Tableaux
Stockbridge,
Massachusetts
|
$234K
|
-$12.9K
|
-490
|
-5%
|
|
|
35
|
1900 Wealth Management
San Antonio,
Texas
|
$230K
|
+$229K
|
+8,694
|
New
|
|
|
36
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$230K
|
+$229K
|
+8,672
|
New
|
|
|
37
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$214K
|
+$214K
|
+8,091
|
New
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$202K
|
+$201K
|
+7,620
|
New
|
|
|
39
|
Orion Capital Management
Coronado,
California
|
$132K
|
+$52.8K
|
+2,000
|
+67%
|
|
|
40
|
Parallel Advisors
San Francisco,
California
|
$89.3K
|
–
|
–
|
–
|
|
|
41
|
CNB Bank
Clearfield,
Pennsylvania
|
$87.4K
|
+$4.06K
|
+154
|
+5%
|
|
|
42
|
Barrett & Company
Providence,
Rhode Island
|
$72.5K
|
–
|
–
|
–
|
|
|
43
|
AE Wealth Management
Topeka,
Kansas
|
$43.9K
|
+$40.6K
|
+1,538
|
+1,282%
|
|
|
44
|
NewEdge Advisors
New Orleans,
Louisiana
|
$29.6K
|
+$19.3K
|
+732
|
+189%
|
|
|
45
|
High Note Wealth
Deephaven,
Minnesota
|
$24.8K
|
-$24.8K
|
-940
|
-50%
|
|
|
46
|
Blue Trust Inc
Alpharetta,
Georgia
|
$20K
|
+$317
|
+12
|
+2%
|
|
|
47
|
Bogart Wealth LLC
Mclean,
Virginia
|
$14.9K
|
–
|
–
|
–
|
|
|
48
|
HM Payson & Co
Portland,
Maine
|
$10K
|
–
|
–
|
–
|
|
|
49
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.63K
|
–
|
–
|
–
|
|
|
50
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$2.28K
|
+$2.27K
|
+86
|
New
|
|
