|
26
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$729K
|
+$745K
|
+24,639
|
New
|
|
|
27
|
IFG Advisory
Atlanta,
Georgia
|
$666K
|
-$23K
|
-761
|
-3%
|
|
|
28
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$626K
|
+$37.2K
|
+1,231
|
+6%
|
|
|
29
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$591K
|
+$184K
|
+6,080
|
+44%
|
|
|
30
|
Freedom Investment Management
Hartford,
Connecticut
|
$459K
|
-$22.5K
|
-745
|
-5%
|
|
|
31
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$451K
|
+$216K
|
+7,154
|
+88%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$425K
|
+$101K
|
+3,326
|
+30%
|
|
|
33
|
|
$414K
|
+$423K
|
+14,000
|
New
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$410K
|
+$184K
|
+6,073
|
+79%
|
|
|
35
|
CreativeOne Wealth
Overland Park,
Kansas
|
$270K
|
-$245K
|
-8,089
|
-47%
|
|
|
36
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$267K
|
+$273K
|
+9,017
|
New
|
|
|
37
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$244K
|
+$129K
|
+4,260
|
+107%
|
|
|
38
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$238K
|
-$238K
|
-7,880
|
-49%
|
|
|
39
|
Equitable Holdings
New York
|
$221K
|
+$24.2K
|
+801
|
+12%
|
|
|
40
|
Mutual Advisors
Omaha,
Nebraska
|
$221K
|
+$225K
|
+7,457
|
New
|
|
|
41
|
|
$87K
|
-$83.8K
|
-2,772
|
-48%
|
|
|
42
|
Private Trust Company
Cleveland,
Ohio
|
$86K
|
+$88.1K
|
+2,913
|
New
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$84K
|
+$86K
|
+2,845
|
New
|
|
|
44
|
Front Row Advisors
Tiburon,
California
|
$69K
|
–
|
–
|
–
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$65K
|
+$66.1K
|
+2,185
|
New
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
47
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$18K
|
+$18.2K
|
+603
|
New
|
|
|
49
|
Rockefeller Capital Management
New York
|
$15K
|
-$122K
|
-4,036
|
-89%
|
|
|
50
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$14K
|
+$13.8K
|
+456
|
New
|
|
