|
26
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$360K
|
-$435
|
-5
|
-0.1%
|
|
|
27
|
Sovran Advisors
San Diego,
California
|
$359K
|
-$8.7K
|
-100
|
-3%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$352K
|
-$17.4K
|
-200
|
-5%
|
|
|
29
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$327K
|
+$311K
|
+3,575
|
New
|
|
|
30
|
KKM Financial
Chicago,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
31
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$254K
|
–
|
–
|
–
|
|
|
32
|
Perryman Financial Advisory
Dallas,
Texas
|
$224K
|
+$214K
|
+2,457
|
New
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$219K
|
-$10.9K
|
-125
|
-5%
|
|
|
34
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$212K
|
+$202K
|
+2,324
|
New
|
|
|
35
|
J.W. Cole Advisors
Tampa,
Florida
|
$212K
|
-$36.9K
|
-424
|
-15%
|
|
|
36
|
Kestra Advisory Services
Austin,
Texas
|
$209K
|
+$199K
|
+2,292
|
New
|
|
|
37
|
Henson-Edgewater Management
Avon,
Ohio
|
$201K
|
+$191K
|
+2,195
|
New
|
|
|
38
|
Fidelity Investments
Boston,
Massachusetts
|
$149K
|
–
|
–
|
–
|
|
|
39
|
Jones Financial Companies
Des Peres,
Missouri
|
$116K
|
+$3.83K
|
+44
|
+4%
|
|
|
40
|
Spire Wealth Management
Mclean,
Virginia
|
$84.3K
|
-$23.5K
|
-270
|
-23%
|
|
|
41
|
NBC Securities
Birmingham,
Alabama
|
$82K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63.1K
|
+$19.7K
|
+226
|
+49%
|
|
|
43
|
|
$51.5K
|
-$6.09K
|
-70
|
-11%
|
|
|
44
|
Register Financial Advisors
Atlanta,
Georgia
|
$50.2K
|
–
|
–
|
–
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$47.2K
|
+$22.3K
|
+257
|
+99%
|
|
|
46
|
Central Trust Company
Jefferson City,
Missouri
|
$45.7K
|
–
|
–
|
–
|
|
|
47
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$45.7K
|
–
|
–
|
–
|
|
|
48
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$34.7K
|
+$33K
|
+380
|
New
|
|
|
49
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$27.4K
|
–
|
–
|
–
|
|
|
50
|
Darwin Wealth Management
Tampa,
Florida
|
$24.2K
|
–
|
–
|
–
|
|
