|
51
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$553K
|
+$575K
|
+20,100
|
New
|
|
|
52
|
Belpointe Asset Management
Reno,
Nevada
|
$507K
|
+$528K
|
+18,461
|
New
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$477K
|
+$496K
|
+17,356
|
New
|
|
|
54
|
Farther Finance Advisors
San Francisco,
California
|
$461K
|
+$65.4K
|
+2,288
|
+16%
|
|
|
55
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$459K
|
+$477K
|
+16,694
|
New
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$438K
|
+$455K
|
+15,923
|
New
|
|
|
57
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$384K
|
+$399K
|
+13,964
|
New
|
|
|
58
|
Waverly Advisors
Birmingham,
Alabama
|
$366K
|
+$381K
|
+13,329
|
New
|
|
|
59
|
GeoWealth Management
Chicago,
Illinois
|
$351K
|
+$366K
|
+12,782
|
New
|
|
|
60
|
World Investment Advisors
Santa Barbara,
California
|
$305K
|
+$317K
|
+11,078
|
New
|
|
|
61
|
Harbour Investments
Madison,
Wisconsin
|
$299K
|
+$93.9K
|
+3,283
|
+43%
|
|
|
62
|
Golden State Wealth Management
Santa Ana,
California
|
$299K
|
+$311K
|
+10,862
|
New
|
|
|
63
|
Litman Gregory Wealth Management
Larkspur,
California
|
$297K
|
+$50.1K
|
+1,751
|
+19%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$282K
|
+$28.7K
|
+1,005
|
+11%
|
|
|
65
|
Lunt Capital Management
Holladay,
Utah
|
$281K
|
+$292K
|
+10,206
|
New
|
|
|
66
|
Perennial Investment Advisors
Los Angeles,
California
|
$269K
|
–
|
–
|
–
|
|
|
67
|
Elevatus Welath Management
Victor,
New York
|
$251K
|
+$261K
|
+9,142
|
New
|
|
|
68
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$218K
|
+$227K
|
+7,931
|
New
|
|
|
69
|
Latitude Advisors
Vero Beach,
Florida
|
$211K
|
-$12.1K
|
-424
|
-5%
|
|
|
70
|
MAI Capital Management
Independence,
Ohio
|
$197K
|
+$205K
|
+7,165
|
New
|
|
|
71
|
IFP Advisors
Tampa,
Florida
|
$191K
|
+$7.55K
|
+264
|
+4%
|
|
|
72
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$190K
|
+$78.4K
|
+2,740
|
+66%
|
|
|
73
|
J. Safra Asset Management
New York
|
$180K
|
+$17.1K
|
+597
|
+10%
|
|
|
74
|
Elyxium Wealth
San Mateo,
California
|
$155K
|
+$162K
|
+5,651
|
New
|
|
|
75
|
Aspect Partners
Fairfax,
Virginia
|
$141K
|
–
|
–
|
–
|
|
