|
26
|
Next Level Wealth Planning
Meridian,
Idaho
|
$535K
|
+$66.4K
|
+1,815
|
+14%
|
|
|
27
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$511K
|
+$32.6K
|
+891
|
+7%
|
|
|
28
|
Napa Wealth Management
Napa,
California
|
$494K
|
-$41.7K
|
-1,139
|
-8%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$477K
|
-$324K
|
-8,840
|
-41%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$441K
|
-$6.19K
|
-169
|
-1%
|
|
|
31
|
Sterling Group Wealth Management
Pasadena,
California
|
$340K
|
+$43.1K
|
+1,177
|
+15%
|
|
|
32
|
Allworth Financial
Folsom,
California
|
$327K
|
-$140K
|
-3,837
|
-29%
|
|
|
33
|
Raymond James Financial
St Petersburg,
Florida
|
$310K
|
-$600K
|
-16,387
|
-66%
|
|
|
34
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$272K
|
+$3.26K
|
+89
|
+1%
|
|
|
35
|
Oppenheimer & Co
New York
|
$252K
|
+$249K
|
+6,804
|
New
|
|
|
36
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$232K
|
-$88.4K
|
-2,415
|
-28%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$221K
|
-$235K
|
-6,415
|
-52%
|
|
|
38
|
ORG Partners
Roanoke,
Indiana
|
$108K
|
+$1.14K
|
+31
|
+1%
|
|
|
39
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$95.3K
|
–
|
–
|
–
|
|
|
40
|
Comerica Bank
Dallas,
Texas
|
$70.1K
|
-$3.99K
|
-109
|
-5%
|
|
|
41
|
GoalVest Advisory
New York
|
$62.9K
|
+$62.3K
|
+1,703
|
New
|
|
|
42
|
Creative Financial Designs
Kokomo,
Indiana
|
$48.1K
|
+$586
|
+16
|
+1%
|
|
|
43
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$17.3K
|
+$17.1K
|
+468
|
New
|
|
|
44
|
Golden State Wealth Management
Santa Ana,
California
|
$11.1K
|
+$11K
|
+300
|
New
|
|
|
45
|
Copia Wealth Management
Bend,
Oregon
|
$10.1K
|
-$45K
|
-1,230
|
-82%
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$9.69K
|
-$37.6K
|
-1,026
|
-80%
|
|
|
47
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$7.39K
|
–
|
–
|
–
|
|
|
48
|
Anfield Capital Management
Irvine,
California
|
$6.47K
|
–
|
–
|
–
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$4.4K
|
–
|
–
|
–
|
|
|
50
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$4.33K
|
+$4.28K
|
+117
|
New
|
|
