|
26
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$398K
|
+$407K
|
+7,415
|
New
|
|
|
27
|
Avantax Advisory Services
Dallas,
Texas
|
$372K
|
+$380K
|
+6,913
|
New
|
|
|
28
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$345K
|
–
|
–
|
–
|
|
|
29
|
Darwin Wealth Management
Tampa,
Florida
|
$343K
|
+$351K
|
+6,395
|
New
|
|
|
30
|
Belpointe Asset Management
Reno,
Nevada
|
$331K
|
+$167K
|
+3,045
|
+97%
|
|
|
31
|
Oppenheimer & Co
New York
|
$325K
|
-$27.5K
|
-500
|
-8%
|
|
|
32
|
CreativeOne Wealth
Overland Park,
Kansas
|
$317K
|
+$325K
|
+5,908
|
New
|
|
|
33
|
Kestra Private Wealth Services
Austin,
Texas
|
$304K
|
-$33.4K
|
-608
|
-10%
|
|
|
34
|
Private Advisor Group
Morristown,
New Jersey
|
$277K
|
-$234K
|
-4,263
|
-45%
|
|
|
35
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$247K
|
-$25.1K
|
-457
|
-9%
|
|
|
36
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$243K
|
+$248K
|
+4,517
|
New
|
|
|
37
|
Next Financial Group
Houston,
Texas
|
$239K
|
+$93.9K
|
+1,710
|
+62%
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$198K
|
+$102K
|
+1,850
|
+100%
|
|
|
39
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$192K
|
+$21.4M
|
+389,244
|
New
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$149K
|
+$151K
|
+2,750
|
New
|
|
|
41
|
Rockefeller Capital Management
New York
|
$125K
|
+$90.1K
|
+1,640
|
+233%
|
|
|
42
|
American Portfolios Advisors
Holbrook,
New York
|
$112K
|
+$12.4K
|
+225
|
+12%
|
|
|
43
|
|
$102K
|
+$104K
|
+1,900
|
New
|
|
|
44
|
Advisornet Financial
Minnetonka,
Minnesota
|
$90K
|
-$1.81K
|
-33
|
-2%
|
|
|
45
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$66K
|
+$67.7K
|
+1,232
|
New
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$30K
|
+$30.7K
|
+558
|
New
|
|
|
47
|
Avior Wealth Management
Omaha,
Nebraska
|
$27K
|
+$28.3K
|
+515
|
New
|
|
|
48
|
|
–
|
-$566K
|
-10,285
|
Closed
|
|
