|
26
|
Clear Point Advisors
Melville,
New York
|
$503K
|
-$6.85K
|
-278
|
-1%
|
|
|
27
|
Holistic Planning
Nacogdoches,
Texas
|
$498K
|
-$23.6K
|
-959
|
-5%
|
|
|
28
|
Avidian Wealth Enterprises
Houston,
Texas
|
$441K
|
+$151K
|
+6,123
|
+55%
|
|
|
29
|
EP Wealth Advisors
Torrance,
California
|
$434K
|
+$419K
|
+17,013
|
New
|
|
|
30
|
Avantax Advisory Services
Dallas,
Texas
|
$417K
|
-$30K
|
-1,217
|
-7%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$406K
|
+$145K
|
+5,886
|
+59%
|
|
|
32
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$399K
|
-$9.59K
|
-389
|
-2%
|
|
|
33
|
Cresset Asset Management
Chicago,
Illinois
|
$399K
|
–
|
–
|
–
|
|
|
34
|
Silver Oak Securities
Jackson,
Tennessee
|
$386K
|
+$62.3K
|
+2,528
|
+20%
|
|
|
35
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$383K
|
+$370K
|
+15,028
|
New
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$369K
|
+$42.5K
|
+1,723
|
+14%
|
|
|
37
|
Diligent Investors
Redlands,
California
|
$356K
|
+$61.6K
|
+2,500
|
+22%
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$347K
|
+$105K
|
+4,266
|
+46%
|
|
|
39
|
Kestra Private Wealth Services
Austin,
Texas
|
$332K
|
–
|
–
|
–
|
|
|
40
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$331K
|
+$9.74K
|
+395
|
+3%
|
|
|
41
|
Spire Wealth Management
Mclean,
Virginia
|
$306K
|
+$120K
|
+4,875
|
+69%
|
|
|
42
|
Grantvest Financial Group
Matawan,
New Jersey
|
$280K
|
+$270K
|
+10,963
|
New
|
|
|
43
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$264K
|
+$28.4K
|
+1,151
|
+13%
|
|
|
44
|
Freedom Investment Management
Hartford,
Connecticut
|
$255K
|
-$19.7K
|
-800
|
-7%
|
|
|
45
|
|
$248K
|
+$239K
|
+9,709
|
New
|
|
|
46
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$246K
|
-$58.9K
|
-2,388
|
-20%
|
|
|
47
|
TFB Advisors
Overland Park,
Kansas
|
$245K
|
+$237K
|
+9,607
|
New
|
|
|
48
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$233K
|
+$225K
|
+9,133
|
New
|
|
|
49
|
Park Avenue Securities
New York
|
$232K
|
+$224K
|
+9,103
|
New
|
|
|
50
|
Ignite Planners
San Clemente,
California
|
$232K
|
+$225K
|
+9,120
|
New
|
|
