|
26
|
Holistic Planning
Nacogdoches,
Texas
|
$1.1M
|
+$1.08M
|
+36,144
|
New
|
|
|
27
|
Madrona Financial Services
Everett,
Washington
|
$1.06M
|
–
|
–
|
–
|
|
|
28
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1.04M
|
+$1.03M
|
+34,297
|
New
|
|
|
29
|
Creative Financial Designs
Kokomo,
Indiana
|
$973K
|
+$651K
|
+21,710
|
+212%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$950K
|
-$12K
|
-399
|
-1%
|
|
|
31
|
Anfield Capital Management
Irvine,
California
|
$918K
|
+$6.84K
|
+228
|
+0.8%
|
|
|
32
|
Kingswood Wealth Advisors
San Diego,
California
|
$891K
|
+$878K
|
+29,276
|
New
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$856K
|
-$2.61K
|
-87
|
-0.3%
|
|
|
34
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$838K
|
-$48.5K
|
-1,617
|
-6%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$799K
|
–
|
–
|
–
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$771K
|
+$65.3K
|
+2,177
|
+9%
|
|
|
37
|
Mutual Advisors
Omaha,
Nebraska
|
$748K
|
-$208K
|
-6,935
|
-22%
|
|
|
38
|
Old Mission Capital
Chicago,
Illinois
|
$742K
|
+$528K
|
+17,597
|
+259%
|
|
|
39
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$708K
|
–
|
–
|
–
|
|
|
40
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$688K
|
+$208K
|
+6,940
|
+44%
|
|
|
41
|
Triumph Capital Management
Denver,
Colorado
|
$641K
|
-$105K
|
-3,500
|
-14%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$629K
|
-$330
|
-11
|
-0.1%
|
|
|
43
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$599K
|
–
|
–
|
–
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$586K
|
-$130K
|
-4,333
|
-18%
|
|
|
45
|
|
$537K
|
-$364K
|
-12,135
|
-41%
|
|
|
46
|
World Equity Group
Schaumburg,
Illinois
|
$534K
|
+$526K
|
+17,536
|
New
|
|
|
47
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$520K
|
+$9.84K
|
+328
|
+2%
|
|
|
48
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$463K
|
–
|
–
|
–
|
|
|
49
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$454K
|
–
|
–
|
–
|
|
|
50
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$445K
|
-$35.1K
|
-1,170
|
-7%
|
|
