|
51
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.44M
|
+$14.8K
|
+510
|
+1%
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$1.35M
|
-$784K
|
-27,077
|
-37%
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.31M
|
+$1.32M
|
+45,531
|
New
|
|
|
54
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.18M
|
+$325K
|
+11,215
|
+38%
|
|
|
55
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.13M
|
+$1.14M
|
+39,280
|
New
|
|
|
56
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.11M
|
+$331K
|
+11,440
|
+42%
|
|
|
57
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.08M
|
+$403K
|
+13,904
|
+62%
|
|
|
58
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$1.07M
|
-$1.47M
|
-50,657
|
-58%
|
|
|
59
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$1.07M
|
+37,007
|
New
|
|
|
60
|
Belpointe Asset Management
Reno,
Nevada
|
$957K
|
+$426K
|
+14,715
|
+80%
|
|
|
61
|
Forum Finance Group
Geneva,
|
$932K
|
+$1.16M
|
+40,149
|
New
|
|
|
62
|
Western Wealth Management
Golden,
Colorado
|
$907K
|
+$134K
|
+4,635
|
+17%
|
|
|
63
|
Patten Group
Chattanooga,
Tennessee
|
$852K
|
+$855K
|
+29,542
|
New
|
|
|
64
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$829K
|
+$848K
|
+29,304
|
New
|
|
|
65
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$827K
|
–
|
–
|
–
|
|
|
66
|
International Private Wealth Advisors
San Diego,
California
|
$818K
|
-$405
|
-14
|
-0%
|
|
|
67
|
Advyzon Investment Management
Lisle,
Illinois
|
$811K
|
+$814K
|
+28,118
|
New
|
|
|
68
|
Truist Financial
Charlotte,
North Carolina
|
$811K
|
+$516K
|
+17,840
|
+174%
|
|
|
69
|
Perennial Investment Advisors
Los Angeles,
California
|
$771K
|
+$491K
|
+16,945
|
+173%
|
|
|
70
|
Oppenheimer & Co
New York
|
$718K
|
+$55K
|
+1,900
|
+8%
|
|
|
71
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$685K
|
+$687K
|
+23,745
|
New
|
|
|
72
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$634K
|
-$139K
|
-4,814
|
-18%
|
|
|
73
|
Independent Financial Group
San Diego,
California
|
$634K
|
+$636K
|
+21,966
|
New
|
|
|
74
|
Waverly Advisors
Birmingham,
Alabama
|
$610K
|
+$226K
|
+7,819
|
+59%
|
|
|
75
|
NewEdge Advisors
New Orleans,
Louisiana
|
$608K
|
-$244K
|
-8,430
|
-29%
|
|
