|
51
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$4.07M
|
+$4.1M
|
+129,850
|
New
|
|
|
52
|
Trek Financial
Scottsdale,
Arizona
|
$4.03M
|
-$85.8K
|
-2,716
|
-2%
|
|
|
53
|
LPL Financial
San Diego,
California
|
$3.81M
|
+$552K
|
+17,481
|
+17%
|
|
|
54
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$3.5M
|
+$4.17K
|
+132
|
+0.1%
|
|
|
55
|
Armis Advisers
Atlanta,
Georgia
|
$3.49M
|
+$3.51M
|
+111,089
|
New
|
|
|
56
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.43M
|
+$1.79M
|
+56,521
|
+107%
|
|
|
57
|
World Investment Advisors
Santa Barbara,
California
|
$3.3M
|
-$117K
|
-3,698
|
-3%
|
|
|
58
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$3.11M
|
+$3.05M
|
+96,447
|
+3,618%
|
|
|
59
|
Whipplewood Advisors
Littleton,
Colorado
|
$3.05M
|
-$2.16M
|
-68,388
|
-100%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.85M
|
+$187K
|
+5,935
|
+7%
|
|
|
61
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$2.74M
|
+$360K
|
+11,411
|
+15%
|
|
|
62
|
Code Waechter
Tampa,
Florida
|
$2.66M
|
+$2.68M
|
+84,746
|
New
|
|
|
63
|
SFMG Wealth Advisors
Plano,
Texas
|
$2.58M
|
–
|
–
|
–
|
|
|
64
|
Rovin Capital
Mesa,
Arizona
|
$2.58M
|
+$339K
|
+10,724
|
+15%
|
|
|
65
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.54M
|
+$1.61M
|
+50,860
|
+170%
|
|
|
66
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.39M
|
+$51.9K
|
+1,643
|
+2%
|
|
|
67
|
Beacon Financial Group
Dallas,
Texas
|
$2.35M
|
+$1.8M
|
+56,957
|
+318%
|
|
|
68
|
Cannon Advisors
Charlotte,
North Carolina
|
$2.12M
|
-$12.1K
|
-382
|
-0.6%
|
|
|
69
|
4J Wealth Management
Alexandria,
Virginia
|
$2.06M
|
+$2.07M
|
+65,597
|
New
|
|
|
70
|
Chris Bulman
Roseville,
California
|
$2.05M
|
-$49.4K
|
-1,564
|
-2%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$1.97M
|
+$326K
|
+10,320
|
+20%
|
|
|
72
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.88M
|
+$1.1M
|
+34,899
|
+140%
|
|
|
73
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$1.8M
|
-$17.7K
|
-559
|
-1%
|
|
|
74
|
Integral Investment Advisors
Turlock,
California
|
$1.74M
|
–
|
–
|
–
|
|
|
75
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.73M
|
+$1.74M
|
+55,107
|
New
|
|
