|
26
|
Avidian Wealth Enterprises
Houston,
Texas
|
$389K
|
–
|
–
|
–
|
|
|
27
|
Diversify Wealth Management
Sandy,
Utah
|
$373K
|
–
|
–
|
–
|
|
|
28
|
Diversify Advisory Services
Sandy,
Utah
|
$373K
|
+$366K
|
+10,456
|
New
|
|
|
29
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$371K
|
–
|
–
|
–
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$365K
|
+$22.2K
|
+633
|
+7%
|
|
|
31
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$332K
|
–
|
–
|
–
|
|
|
32
|
|
$267K
|
+$263K
|
+7,518
|
New
|
|
|
33
|
Grantvest Financial Group
Matawan,
New Jersey
|
$263K
|
-$56.3K
|
-1,609
|
-18%
|
|
|
34
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$257K
|
-$253K
|
-7,226
|
-50%
|
|
|
35
|
Advus Financial Partners
Winter Park,
Florida
|
$236K
|
+$232K
|
+6,637
|
New
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$235K
|
–
|
–
|
–
|
|
|
37
|
Taylor Securities Services
Harrisburg,
Pennsylvania
|
$231K
|
-$9.94K
|
-284
|
-4%
|
|
|
38
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$214K
|
-$4.97K
|
-142
|
-2%
|
|
|
39
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$205K
|
+$202K
|
+5,760
|
New
|
|
|
40
|
Creative Financial Designs
Kokomo,
Indiana
|
$184K
|
-$490
|
-14
|
-0.3%
|
|
|
41
|
|
$175K
|
-$39.5K
|
-1,128
|
-19%
|
|
|
42
|
POM Investment Strategies
Raleigh,
North Carolina
|
$106K
|
–
|
–
|
–
|
|
|
43
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$71.3K
|
-$1.36K
|
-39
|
-2%
|
|
|
44
|
D.J. St. Germain
Springfield,
Massachusetts
|
$57K
|
–
|
–
|
–
|
|
|
45
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$29.2K
|
–
|
–
|
–
|
|
|
46
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$17.3K
|
+$17K
|
+486
|
New
|
|
|
47
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$11.8K
|
–
|
–
|
–
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$9.51K
|
+$3.04K
|
+87
|
+48%
|
|
|
49
|
Barclays
London,
United Kingdom
|
$4.59K
|
+$4.51K
|
+129
|
New
|
|
|
50
|
AE Wealth Management
Topeka,
Kansas
|
$1.67K
|
+$1.65K
|
+47
|
New
|
|
