|
51
|
Summit Wealth Partners
Orlando,
Florida
|
$353K
|
–
|
–
|
–
|
|
|
52
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$347K
|
-$20.2K
|
-667
|
-6%
|
|
|
53
|
Claro Advisors
Boston,
Massachusetts
|
$324K
|
+$3.04K
|
+100
|
+1%
|
|
|
54
|
Triad Wealth Partners
Lawrence,
Kansas
|
$318K
|
+$315K
|
+10,385
|
New
|
|
|
55
|
Wealth Alliance
Mellville,
New York
|
$293K
|
–
|
–
|
–
|
|
|
56
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$280K
|
+$278K
|
+9,150
|
New
|
|
|
57
|
Diligent Investors
Redlands,
California
|
$279K
|
+$54.6K
|
+1,800
|
+25%
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$272K
|
-$25.9K
|
-852
|
-9%
|
|
|
59
|
Trek Financial
Scottsdale,
Arizona
|
$236K
|
-$9.9K
|
-326
|
-4%
|
|
|
60
|
WorthPointe
La Jolla,
California
|
$233K
|
-$334
|
-11
|
-0.1%
|
|
|
61
|
Arete Wealth Advisors
Chicago,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
62
|
|
$220K
|
+$218K
|
+7,190
|
New
|
|
|
63
|
Waterloo Capital
Austin,
Texas
|
$214K
|
+$212K
|
+6,968
|
New
|
|
|
64
|
Belpointe Asset Management
Reno,
Nevada
|
$205K
|
+$203K
|
+6,676
|
New
|
|
|
65
|
|
$108K
|
–
|
–
|
–
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$108K
|
+$107K
|
+3,529
|
New
|
|
|
67
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$78K
|
+$3.49K
|
+115
|
+5%
|
|
|
68
|
CoreCap Advisors
Southfield,
Michigan
|
$65.5K
|
–
|
–
|
–
|
|
|
69
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$62.8K
|
–
|
–
|
–
|
|
|
70
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$62.7K
|
–
|
–
|
–
|
|
|
71
|
Creative Financial Designs
Kokomo,
Indiana
|
$55.2K
|
+$54.6K
|
+1,800
|
New
|
|
|
72
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$35.3K
|
+$35K
|
+1,153
|
New
|
|
|
73
|
Sunbelt Securities
Houston,
Texas
|
$34.9K
|
-$27.3K
|
-900
|
-44%
|
|
|
74
|
Continuum Advisory
Eagle,
Idaho
|
$32.7K
|
–
|
–
|
–
|
|
|
75
|
PFG Private Wealth Management
Lutz,
Florida
|
$31.5K
|
+$31.2K
|
+1,027
|
New
|
|
