|
26
|
Kestra Advisory Services
Austin,
Texas
|
$254K
|
+$222K
|
+3,697
|
+5,868%
|
|
|
27
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$251K
|
+$224K
|
+3,721
|
New
|
|
|
28
|
|
$227K
|
+$202K
|
+3,360
|
New
|
|
|
29
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$205K
|
+$183K
|
+3,048
|
New
|
|
|
30
|
Safeguard Investment Advisory Group
Corona,
California
|
$149K
|
+$133K
|
+2,219
|
New
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$129K
|
+$66.4K
|
+1,105
|
+138%
|
|
|
32
|
American Portfolios Advisors
Holbrook,
New York
|
$96.3K
|
+$85.7K
|
+1,426
|
New
|
|
|
33
|
Cordasco Financial Network
Naples,
Florida
|
$91K
|
+$24K
|
+400
|
+42%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$64K
|
–
|
–
|
–
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
–
|
–
|
–
|
|
|
36
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$48K
|
+$42.5K
|
+707
|
New
|
|
|
37
|
|
$46K
|
–
|
–
|
–
|
|
|
38
|
Clearview Wealth Advisors
Salem,
Oregon
|
$30K
|
+$27.1K
|
+451
|
New
|
|
|
39
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$24K
|
+$18K
|
+300
|
+600%
|
|
|
40
|
Concord Wealth Partners
Abingdon,
Virginia
|
$24K
|
+$21.6K
|
+360
|
New
|
|
|
41
|
RMR Wealth Builders
Montclair,
New Jersey
|
$20K
|
+$18K
|
+300
|
New
|
|
|
42
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
43
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$13K
|
+$11.7K
|
+195
|
New
|
|
|
44
|
Sandy Spring Bank
Olney,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
45
|
Advisory Services Network
Atlanta,
Georgia
|
$7K
|
–
|
–
|
–
|
|
|
46
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
47
|
Firestone Capital Management
Coral Gables,
Florida
|
$7K
|
+$6.07K
|
+101
|
New
|
|
|
48
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$3K
|
+$2.04K
|
+34
|
New
|
|
|
49
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1K
|
–
|
–
|
–
|
|
|
50
|
|
–
|
-$4.05M
|
-75,000
|
Closed
|
|
