|
26
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$344K
|
-$10.3K
|
-285
|
-3%
|
|
|
27
|
Berger Financial Group
Plymouth,
Minnesota
|
$334K
|
–
|
–
|
–
|
|
|
28
|
Wealth Alliance
Mellville,
New York
|
$304K
|
–
|
–
|
–
|
|
|
29
|
Occidental Asset Management
Burlingame,
California
|
$292K
|
+$36.1K
|
+1,000
|
+14%
|
|
|
30
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$250K
|
–
|
–
|
–
|
|
|
31
|
Americana Partners
Houston,
Texas
|
$237K
|
-$1.09M
|
-30,062
|
-82%
|
|
|
32
|
HighTower Advisors
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
33
|
PFG Advisors
Phoenix,
Arizona
|
$225K
|
-$723
|
-20
|
-0.3%
|
|
|
34
|
WPWealth
Fort Worth,
Texas
|
$222K
|
–
|
–
|
–
|
|
|
35
|
Fiduciary Financial Group
San Rafael,
California
|
$222K
|
–
|
–
|
–
|
|
|
36
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$215K
|
-$11.9K
|
-330
|
-5%
|
|
|
37
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$212K
|
–
|
–
|
–
|
|
|
38
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$211K
|
-$34.8K
|
-962
|
-14%
|
|
|
39
|
PFS Partners
Mine Hill,
New Jersey
|
$132K
|
–
|
–
|
–
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$101K
|
–
|
–
|
–
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$58.7K
|
–
|
–
|
–
|
|
|
42
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$56.1K
|
–
|
–
|
–
|
|
|
43
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$36.5K
|
–
|
–
|
–
|
|
|
44
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29K
|
–
|
–
|
–
|
|
|
45
|
CoreCap Advisors
Southfield,
Michigan
|
$26.6K
|
–
|
–
|
–
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.52K
|
+$4.45K
|
+123
|
New
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$1.4K
|
-$24.3K
|
-673
|
-95%
|
|
|
48
|
Private Client Services
Louisville,
Kentucky
|
–
|
-$1.1M
|
-31,708
|
Closed
|
|
|
49
|
|
–
|
-$770K
|
-22,182
|
Closed
|
|
|
50
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$445K
|
-12,821
|
Closed
|
|
