|
26
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$2.08M
|
+$126K
|
+2,306
|
+6%
|
|
|
27
|
Insight Wealth Strategies
San Ramon,
California
|
$1.96M
|
+$54.1K
|
+991
|
+3%
|
|
|
28
|
Morton Capital Management
Calabasas,
California
|
$1.72M
|
+$5.13K
|
+94
|
+0.3%
|
|
|
29
|
Golden State Wealth Management
Santa Ana,
California
|
$1.53M
|
+$104K
|
+1,913
|
+7%
|
|
|
30
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.5M
|
+$62.2K
|
+1,140
|
+4%
|
|
|
31
|
|
$1.25M
|
-$54.5K
|
-1,000
|
-4%
|
|
|
32
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$1.25M
|
-$6.05K
|
-111
|
-0.5%
|
|
|
33
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.19M
|
-$12.2K
|
-223
|
-1%
|
|
|
34
|
Sierra Capital
Miami,
Florida
|
$1.12M
|
–
|
–
|
–
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.09M
|
-$24.4K
|
-448
|
-2%
|
|
|
36
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.08M
|
-$108K
|
-1,978
|
-9%
|
|
|
37
|
Belpointe Asset Management
Reno,
Nevada
|
$1,000K
|
-$48.8K
|
-894
|
-4%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$997K
|
+$79.2K
|
+1,452
|
+8%
|
|
|
39
|
Wright Wealth
Atlanta,
Georgia
|
$931K
|
-$301K
|
-5,518
|
-24%
|
|
|
40
|
XY Planning Network
Bozeman,
Montana
|
$917K
|
+$955K
|
+17,515
|
New
|
|
|
41
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$901K
|
-$179K
|
-3,284
|
-16%
|
|
|
42
|
Armis Advisers
Atlanta,
Georgia
|
$875K
|
-$45.4K
|
-833
|
-5%
|
|
|
43
|
NewEdge Advisors
New Orleans,
Louisiana
|
$861K
|
-$536K
|
-9,826
|
-37%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$844K
|
+$882K
|
+16,179
|
New
|
|
|
45
|
ACT Advisors
Asheville,
North Carolina
|
$818K
|
-$23.3K
|
-428
|
-3%
|
|
|
46
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$772K
|
-$191K
|
-3,511
|
-19%
|
|
|
47
|
Sunbelt Securities
Houston,
Texas
|
$768K
|
+$1.31K
|
+24
|
+0.2%
|
|
|
48
|
United Advisor Group
Cincinnati,
Ohio
|
$754K
|
+$111K
|
+2,038
|
+16%
|
|
|
49
|
REAP Financial Group
Austin,
Texas
|
$737K
|
-$129K
|
-2,370
|
-14%
|
|
|
50
|
Corient Private Wealth
Miami,
Florida
|
$725K
|
–
|
–
|
–
|
|
