|
26
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$870K
|
–
|
–
|
–
|
|
|
27
|
SteelPeak Wealth
Woodland Hills,
California
|
$842K
|
+$827K
|
+19,998
|
New
|
|
|
28
|
Impact Partnership Wealth
Marietta,
Georgia
|
$822K
|
–
|
–
|
–
|
|
|
29
|
CRA Financial Services
Northfield,
New Jersey
|
$781K
|
–
|
–
|
–
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$773K
|
-$289
|
-7
|
-0%
|
|
|
31
|
WPWealth
Fort Worth,
Texas
|
$680K
|
–
|
–
|
–
|
|
|
32
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$671K
|
-$281K
|
-6,800
|
-30%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$642K
|
-$2.48K
|
-60
|
-0.4%
|
|
|
34
|
|
$630K
|
+$619K
|
+14,967
|
New
|
|
|
35
|
Keystone Wealth Services
Palm Desert,
California
|
$609K
|
-$2.94K
|
-71
|
-0.5%
|
|
|
36
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$576K
|
-$34.1K
|
-824
|
-6%
|
|
|
37
|
Vantage Point Financial
Lisle,
Illinois
|
$501K
|
-$5.25K
|
-127
|
-1%
|
|
|
38
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$476K
|
-$31.2K
|
-754
|
-6%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
$473K
|
-$8.89K
|
-215
|
-2%
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
$457K
|
-$22.4K
|
-541
|
-5%
|
|
|
41
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$451K
|
–
|
–
|
–
|
|
|
42
|
WealthShield Partners
Cary,
North Carolina
|
$450K
|
-$501K
|
-12,127
|
-53%
|
|
|
43
|
Lantz Financial
Naperville,
Illinois
|
$443K
|
-$2.11K
|
-51
|
-0.5%
|
|
|
44
|
Simplicity Wealth
Summit,
New Jersey
|
$435K
|
–
|
–
|
–
|
|
|
45
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$425K
|
–
|
–
|
–
|
|
|
46
|
Integrity Advisory Solutions
Dallas,
Texas
|
$418K
|
+$91.9K
|
+2,222
|
+29%
|
|
|
47
|
Cresset Asset Management
Chicago,
Illinois
|
$391K
|
–
|
–
|
–
|
|
|
48
|
Advance Capital Management
Southfield,
Michigan
|
$387K
|
-$193K
|
-4,675
|
-34%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$385K
|
-$39.3K
|
-950
|
-9%
|
|
|
50
|
SageView Advisory Group
Newport Beach,
California
|
$382K
|
-$42.4K
|
-1,025
|
-10%
|
|
