|
26
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.74M
|
-$7.92K
|
-167
|
-0.4%
|
|
|
27
|
Belpointe Asset Management
Reno,
Nevada
|
$1.66M
|
–
|
–
|
–
|
|
|
28
|
Sierra Capital
Miami,
Florida
|
$1.62M
|
–
|
–
|
–
|
|
|
29
|
Insight Wealth Strategies
San Ramon,
California
|
$1.53M
|
+$187K
|
+3,943
|
+14%
|
|
|
30
|
Morton Capital Management
Calabasas,
California
|
$1.52M
|
+$5.65K
|
+119
|
+0.4%
|
|
|
31
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.37M
|
-$22.4K
|
-473
|
-2%
|
|
|
32
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.3M
|
+$1.32M
|
+27,775
|
New
|
|
|
33
|
|
$1.26M
|
–
|
–
|
–
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$1.23M
|
-$2.75K
|
-58
|
-0.2%
|
|
|
35
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.21M
|
+$44.9K
|
+947
|
+4%
|
|
|
36
|
REAP Financial Group
Austin,
Texas
|
$1.16M
|
-$210K
|
-4,431
|
-15%
|
|
|
37
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.12M
|
+$1.14M
|
+24,000
|
New
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$988K
|
-$169K
|
-3,567
|
-14%
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$983K
|
+$999K
|
+21,060
|
New
|
|
|
40
|
|
$896K
|
+$448K
|
+9,443
|
+97%
|
|
|
41
|
Golden State Wealth Management
Santa Ana,
California
|
$886K
|
+$901K
|
+18,979
|
New
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$836K
|
-$1.94M
|
-40,893
|
-70%
|
|
|
43
|
Sunbelt Securities
Houston,
Texas
|
$776K
|
-$19.4K
|
-409
|
-2%
|
|
|
44
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$766K
|
+$779K
|
+16,411
|
New
|
|
|
45
|
ACT Advisors
Asheville,
North Carolina
|
$753K
|
-$56.9K
|
-1,199
|
-7%
|
|
|
46
|
NDWM LLC
La Jolla,
California
|
$702K
|
+$142
|
+3
|
+0%
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$628K
|
+$34.7K
|
+731
|
+6%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$616K
|
+$389K
|
+8,200
|
+164%
|
|
|
49
|
Kestra Private Wealth Services
Austin,
Texas
|
$574K
|
+$8.07K
|
+170
|
+1%
|
|
|
50
|
Western Wealth Management
Golden,
Colorado
|
$567K
|
-$22.8K
|
-481
|
-4%
|
|
