|
26
|
CPR Investments
Rochester,
Michigan
|
$1.29M
|
+$1.01M
|
+5,585
|
New
|
|
|
27
|
Trinity Legacy Partners
Houston,
Texas
|
$1.27M
|
–
|
–
|
–
|
|
|
28
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$1.2M
|
–
|
–
|
–
|
|
|
29
|
Osbon Capital Management
Boston,
Massachusetts
|
$1.19M
|
+$935K
|
+5,174
|
New
|
|
|
30
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.01M
|
+$25.6K
|
+142
|
+3%
|
|
|
31
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$927K
|
-$1M
|
-5,550
|
-58%
|
|
|
32
|
West Michigan Advisors
Holland,
Michigan
|
$923K
|
-$181K
|
-1,000
|
-20%
|
|
|
33
|
Mercer Global Advisors
Denver,
Colorado
|
$876K
|
-$83.6K
|
-463
|
-11%
|
|
|
34
|
Farther Finance Advisors
San Francisco,
California
|
$868K
|
-$114K
|
-629
|
-14%
|
|
|
35
|
Belpointe Asset Management
Reno,
Nevada
|
$853K
|
+$667K
|
+3,695
|
New
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$850K
|
-$430K
|
-2,379
|
-39%
|
|
|
37
|
Kingswood Wealth Advisors
San Diego,
California
|
$849K
|
-$22K
|
-122
|
-3%
|
|
|
38
|
Flow Traders U.S.
New York
|
$837K
|
+$655K
|
+3,629
|
New
|
|
|
39
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$812K
|
-$13.5K
|
-75
|
-2%
|
|
|
40
|
Millington Financial Advisors
Naperville,
Illinois
|
$779K
|
-$49.1K
|
-272
|
-6%
|
|
|
41
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$757K
|
–
|
–
|
–
|
|
|
42
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$755K
|
+$591K
|
+3,271
|
New
|
|
|
43
|
Burney Company
Reston,
Virginia
|
$745K
|
–
|
–
|
–
|
|
|
44
|
Socha Financial Group
Corning,
New York
|
$614K
|
-$60.1K
|
-333
|
-11%
|
|
|
45
|
Main Street Group
Glen Allen,
Virginia
|
$602K
|
-$4.33K
|
-24
|
-0.9%
|
|
|
46
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$578K
|
+$361
|
+2
|
+0.1%
|
|
|
47
|
Kelly Financial Services
Braintree,
Massachusetts
|
$568K
|
+$24.2K
|
+134
|
+6%
|
|
|
48
|
APS Management Group
Torrance,
California
|
$557K
|
+$436K
|
+2,412
|
New
|
|
|
49
|
James J. Burns & Company
Melville,
New York
|
$538K
|
–
|
–
|
–
|
|
|
50
|
Westmount Partners
Los Angeles,
California
|
$508K
|
+$398K
|
+2,202
|
New
|
|
