|
26
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$452K
|
–
|
–
|
–
|
|
|
27
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$433K
|
+$424K
|
+15,292
|
New
|
|
|
28
|
Summit Wealth Partners
Orlando,
Florida
|
$425K
|
-$25.4K
|
-915
|
-6%
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$377K
|
-$1.39K
|
-50
|
-0.4%
|
|
|
30
|
Trek Financial
Scottsdale,
Arizona
|
$360K
|
–
|
–
|
–
|
|
|
31
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$339K
|
–
|
–
|
–
|
|
|
32
|
Archer Investment Corporation
Carmel,
Indiana
|
$325K
|
-$555K
|
-20,000
|
-63%
|
|
|
33
|
Firestone Capital Management
Coral Gables,
Florida
|
$295K
|
-$5.55K
|
-200
|
-2%
|
|
|
34
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$294K
|
+$11.1K
|
+400
|
+4%
|
|
|
35
|
BCGM Wealth Management
Lafayette,
Indiana
|
$292K
|
+$284K
|
+10,238
|
New
|
|
|
36
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$273K
|
–
|
–
|
–
|
|
|
37
|
World Investment Advisors
Santa Barbara,
California
|
$271K
|
+$263K
|
+9,485
|
New
|
|
|
38
|
Personal CFO Solutions
Chester,
New Jersey
|
$254K
|
-$114K
|
-4,113
|
-31%
|
|
|
39
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$232K
|
+$228K
|
+8,208
|
New
|
|
|
40
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$216K
|
+$40.4K
|
+1,456
|
+24%
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$200K
|
–
|
–
|
–
|
|
|
42
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$192K
|
–
|
–
|
–
|
|
|
43
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$141K
|
+$139K
|
+5,000
|
New
|
|
|
44
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$130K
|
-$151K
|
-5,450
|
-54%
|
|
|
45
|
Next Financial Group
Houston,
Texas
|
$106K
|
–
|
–
|
–
|
|
|
46
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$104K
|
+$102K
|
+3,680
|
New
|
|
|
47
|
Valeo Financial Advisors
Carmel,
Indiana
|
$89K
|
–
|
–
|
–
|
|
|
48
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$88K
|
–
|
–
|
–
|
|
|
49
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
|
50
|
Larson Financial Group
St Louis,
Missouri
|
$50K
|
–
|
–
|
–
|
|
