|
26
|
Independent Financial Group
San Diego,
California
|
$584K
|
+$569K
|
+15,784
|
New
|
|
|
27
|
Bard Associates
Chicago,
Illinois
|
$571K
|
+$33.7K
|
+935
|
+6%
|
|
|
28
|
Next Level Wealth Planning
Meridian,
Idaho
|
$523K
|
-$12.1K
|
-335
|
-2%
|
|
|
29
|
Napa Wealth Management
Napa,
California
|
$499K
|
+$5.09K
|
+141
|
+1%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$493K
|
+$50.3K
|
+1,394
|
+12%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$475K
|
-$75.7K
|
-2,098
|
-14%
|
|
|
32
|
Sterling Group Wealth Management
Pasadena,
California
|
$377K
|
+$35.3K
|
+979
|
+11%
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$369K
|
+$360K
|
+9,967
|
New
|
|
|
34
|
Kestra Advisory Services
Austin,
Texas
|
$344K
|
-$130K
|
-3,611
|
-28%
|
|
|
35
|
Raymond James Financial
St Petersburg,
Florida
|
$296K
|
-$13.5K
|
-375
|
-4%
|
|
|
36
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$273K
|
+$469
|
+13
|
+0.2%
|
|
|
37
|
Allworth Financial
Folsom,
California
|
$267K
|
-$72K
|
-1,995
|
-22%
|
|
|
38
|
Sentinus LLC
Oak Brook,
Illinois
|
$225K
|
+$219K
|
+6,075
|
New
|
|
|
39
|
Principal Securities
Des Moines,
Iowa
|
$114K
|
+$111K
|
+3,089
|
New
|
|
|
40
|
ORG Partners
Roanoke,
Indiana
|
$110K
|
–
|
–
|
–
|
|
|
41
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$95.4K
|
–
|
–
|
–
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$67.9K
|
+$66.2K
|
+1,834
|
+183,400%
|
|
|
43
|
Comerica Bank
Dallas,
Texas
|
$64.1K
|
-$5.81K
|
-161
|
-8%
|
|
|
44
|
Creative Financial Designs
Kokomo,
Indiana
|
$48.2K
|
+$72
|
+2
|
+0.2%
|
|
|
45
|
Golden State Wealth Management
Santa Ana,
California
|
$20.9K
|
+$9.56K
|
+265
|
+88%
|
|
|
46
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$13.3K
|
-$3.9K
|
-108
|
-23%
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
$11.4K
|
+$11.1K
|
+307
|
New
|
|
|
48
|
Copia Wealth Management
Bend,
Oregon
|
$10.1K
|
–
|
–
|
–
|
|
|
49
|
Harbour Investments
Madison,
Wisconsin
|
$9.73K
|
+$36
|
+1
|
+0.4%
|
|
|
50
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.32K
|
+$5.41K
|
+150
|
+200%
|
|
