|
51
|
Truist Financial
Charlotte,
North Carolina
|
$2.07M
|
+$1.27M
|
+42,700
|
+152%
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$1.94M
|
+$576K
|
+19,420
|
+42%
|
|
|
53
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.9M
|
+$295K
|
+9,944
|
+18%
|
|
|
54
|
Lunt Capital Management
Holladay,
Utah
|
$1.85M
|
+$198K
|
+6,685
|
+12%
|
|
|
55
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.81M
|
+$623K
|
+20,995
|
+51%
|
|
|
56
|
Fermata Advisors
Sonoma,
California
|
$1.79M
|
+$289K
|
+9,736
|
+19%
|
|
|
57
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.55M
|
+$31.4K
|
+1,057
|
+2%
|
|
|
58
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.47M
|
+$16K
|
+539
|
+1%
|
|
|
59
|
Belpointe Asset Management
Reno,
Nevada
|
$1.46M
|
+$500K
|
+16,831
|
+51%
|
|
|
60
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.45M
|
+$1.47M
|
+49,599
|
New
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$1.44M
|
+$1.45M
|
+48,990
|
+24,995%
|
|
|
62
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$1.41M
|
+$1.43M
|
+48,056
|
New
|
|
|
63
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.41M
|
-$1.35M
|
-45,339
|
-49%
|
|
|
64
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.35M
|
+$293K
|
+9,866
|
+27%
|
|
|
65
|
Western Wealth Management
Golden,
Colorado
|
$1.26M
|
+$347K
|
+11,676
|
+37%
|
|
|
66
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.2M
|
+$1.22M
|
+41,004
|
New
|
|
|
67
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.19M
|
+$654K
|
+22,018
|
+117%
|
|
|
68
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$1.18M
|
+$1.2M
|
+40,275
|
New
|
|
|
69
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.18M
|
+$44.5K
|
+1,500
|
+4%
|
|
|
70
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.12M
|
-$1.06M
|
-35,651
|
-48%
|
|
|
71
|
Noble Wealth Partners
Denver,
Colorado
|
$1.11M
|
+$1.13M
|
+38,008
|
New
|
|
|
72
|
|
$1.1M
|
+$820K
|
+27,612
|
+276%
|
|
|
73
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$1.06M
|
+$633K
|
+21,314
|
+142%
|
|
|
74
|
Independent Wealth Advisors
Cary,
North Carolina
|
$999K
|
+$545K
|
+18,343
|
+116%
|
|
|
75
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$988K
|
-$708K
|
-23,847
|
-41%
|
|
