|
26
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$217K
|
+$215K
|
+5,140
|
New
|
|
|
27
|
Rockefeller Capital Management
New York
|
$213K
|
+$84.8K
|
+2,028
|
+67%
|
|
|
28
|
Insight Advisors
Newtown,
Pennsylvania
|
$213K
|
+$211K
|
+5,036
|
New
|
|
|
29
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$175K
|
–
|
–
|
–
|
|
|
30
|
Pin Oak Investment Advisors
Houston,
Texas
|
$107K
|
+$107K
|
+2,548
|
New
|
|
|
31
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$90K
|
–
|
–
|
–
|
|
|
32
|
Spire Wealth Management
Mclean,
Virginia
|
$65K
|
-$76.8K
|
-1,837
|
-54%
|
|
|
33
|
Next Financial Group
Houston,
Texas
|
$53K
|
–
|
–
|
–
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$52K
|
+$335
|
+8
|
+0.7%
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$39K
|
+$1.46K
|
+35
|
+4%
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$28K
|
–
|
–
|
–
|
|
|
37
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$21K
|
-$20.9K
|
-500
|
-50%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
-$16.6K
|
-397
|
-48%
|
|
|
40
|
Accel Wealth Management
Waverly,
Iowa
|
$11K
|
+$10.5K
|
+250
|
New
|
|
|
41
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
42
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8K
|
+$4.18K
|
+100
|
+100%
|
|
|
43
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$5K
|
–
|
–
|
–
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
45
|
Creative Financial Designs
Kokomo,
Indiana
|
$4K
|
+$627
|
+15
|
+17%
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
$4K
|
+$3.89K
|
+93
|
New
|
|
|
47
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
48
|
McIlrath & Eck
Arlington,
Washington
|
$3K
|
+$2.93K
|
+70
|
New
|
|
|
49
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
50
|
Westside Investment Management
Santa Monica,
California
|
$5
|
–
|
–
|
–
|
|
