|
26
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$810K
|
+$339K
|
+6,781
|
+72%
|
|
|
27
|
Spinnaker Investment Group
Newport Beach,
California
|
$680K
|
-$840K
|
-16,776
|
-55%
|
|
|
28
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$616K
|
-$116K
|
-2,327
|
-16%
|
|
|
29
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$583K
|
+$583K
|
+11,654
|
New
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$580K
|
-$144K
|
-2,874
|
-20%
|
|
|
31
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$544K
|
-$61K
|
-1,218
|
-10%
|
|
|
32
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$540K
|
+$540K
|
+10,791
|
New
|
|
|
33
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$502K
|
-$6.76K
|
-135
|
-1%
|
|
|
34
|
Retirement Capital Strategies
San Jose,
California
|
$501K
|
+$501K
|
+10,000
|
New
|
|
|
35
|
Private Portfolio Partners
Paramus,
New Jersey
|
$453K
|
+$107K
|
+2,147
|
+31%
|
|
|
36
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$449K
|
–
|
–
|
–
|
|
|
37
|
Citadel Advisors
Miami,
Florida
|
$397K
|
+$152K
|
+3,037
|
+62%
|
|
|
38
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$365K
|
-$23.9K
|
-477
|
-6%
|
|
|
39
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$260K
|
-$29.2K
|
-584
|
-10%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$250K
|
–
|
–
|
–
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$233K
|
+$15K
|
+300
|
+7%
|
|
|
42
|
J.W. Cole Advisors
Tampa,
Florida
|
$229K
|
-$33.5K
|
-669
|
-13%
|
|
|
43
|
MBL Wealth
Charlotte,
North Carolina
|
$202K
|
–
|
–
|
–
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$201K
|
+$201K
|
+4,020
|
New
|
|
|
45
|
Crews Bank & Trust
Wauchula,
Florida
|
$160K
|
+$160K
|
+3,200
|
New
|
|
|
46
|
Global Retirement Partners
San Rafael,
California
|
$50.1K
|
–
|
–
|
–
|
|
|
47
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$50.1K
|
+$50.1K
|
+1,000
|
New
|
|
|
48
|
Financial Gravity Companies
Lakeway,
Texas
|
$38.4K
|
–
|
–
|
–
|
|
|
49
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$35.1K
|
+$35.1K
|
+701
|
New
|
|
|
50
|
Front Row Advisors
Tiburon,
California
|
$10K
|
–
|
–
|
–
|
|
