|
26
|
Insight Wealth Strategies
San Ramon,
California
|
$2.3M
|
+$85.1K
|
+1,482
|
+4%
|
|
|
27
|
Morton Capital Management
Calabasas,
California
|
$1.96M
|
+$5.17K
|
+90
|
+0.3%
|
|
|
28
|
Golden State Wealth Management
Santa Ana,
California
|
$1.65M
|
-$83.9K
|
-1,460
|
-5%
|
|
|
29
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.47M
|
-$222K
|
-3,872
|
-13%
|
|
|
30
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.37M
|
+$20.8K
|
+362
|
+2%
|
|
|
31
|
|
$1.36M
|
-$57.4K
|
-1,000
|
-4%
|
|
|
32
|
Sierra Capital
Miami,
Florida
|
$1.27M
|
–
|
–
|
–
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.23M
|
+$115
|
+2
|
+0%
|
|
|
34
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$1.17M
|
-$235K
|
-4,084
|
-17%
|
|
|
35
|
Belpointe Asset Management
Reno,
Nevada
|
$1.12M
|
-$11.5K
|
-200
|
-1%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$1.07M
|
-$54.6K
|
-951
|
-5%
|
|
|
37
|
XY Planning Network
Bozeman,
Montana
|
$1.06M
|
+$29.8K
|
+518
|
+3%
|
|
|
38
|
Wright Wealth
Atlanta,
Georgia
|
$1.05M
|
-$7.53K
|
-131
|
-0.7%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$928K
|
-$26.7K
|
-465
|
-3%
|
|
|
40
|
United Advisor Group
Cincinnati,
Ohio
|
$913K
|
+$57.7K
|
+1,004
|
+7%
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
$865K
|
-$107K
|
-1,867
|
-11%
|
|
|
42
|
Armis Advisers
Atlanta,
Georgia
|
$854K
|
-$30.3K
|
-527
|
-4%
|
|
|
43
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$827K
|
-$347K
|
-6,045
|
-30%
|
|
|
44
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$822K
|
-$193K
|
-3,361
|
-19%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$821K
|
–
|
–
|
–
|
|
|
46
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$791K
|
-$81K
|
-1,410
|
-10%
|
|
|
47
|
Quotient Wealth Partners
Dallas,
Texas
|
$775K
|
-$5.92K
|
-103
|
-0.8%
|
|
|
48
|
Merit Financial Group
Alpharetta,
Georgia
|
$758K
|
+$2.01K
|
+35
|
+0.3%
|
|
|
49
|
Frontier Asset Management
Sheridan,
Wyoming
|
$721K
|
-$51.8K
|
-902
|
-7%
|
|
|
50
|
NDWM LLC
La Jolla,
California
|
$700K
|
-$5.69K
|
-99
|
-0.8%
|
|
