|
51
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$7.47M
|
+$2.2M
|
+65,543
|
+42%
|
|
|
52
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$7.41M
|
+$4.08M
|
+121,163
|
+121%
|
|
|
53
|
Farther Finance Advisors
San Francisco,
California
|
$7.21M
|
+$113K
|
+3,345
|
+2%
|
|
|
54
|
Belpointe Asset Management
Reno,
Nevada
|
$6.82M
|
+$1.16M
|
+34,478
|
+20%
|
|
|
55
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$6.61M
|
+$3.63M
|
+107,900
|
+121%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.24M
|
-$409K
|
-12,149
|
-6%
|
|
|
57
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$6.17M
|
–
|
–
|
–
|
|
|
58
|
Independent Financial Group
San Diego,
California
|
$6.1M
|
-$804K
|
-23,914
|
-12%
|
|
|
59
|
Reyes Financial Architecture
San Diego,
California
|
$6.05M
|
+$6.08M
|
+180,835
|
New
|
|
|
60
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.66M
|
-$133K
|
-3,960
|
-2%
|
|
|
61
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$5.65M
|
+$123K
|
+3,653
|
+2%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$5.33M
|
-$99.1K
|
-2,947
|
-2%
|
|
|
63
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$5.27M
|
+$5.3M
|
+157,443
|
New
|
|
|
64
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.25M
|
+$5.27M
|
+156,798
|
New
|
|
|
65
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.12M
|
+$2.33M
|
+69,271
|
+83%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$5.01M
|
+$2.51M
|
+74,569
|
+99%
|
|
|
67
|
KFG Wealth Management
Granger,
Indiana
|
$4.99M
|
+$434K
|
+12,912
|
+9%
|
|
|
68
|
Brown Wealth Management
Naperville,
Illinois
|
$4.93M
|
+$107K
|
+3,168
|
+2%
|
|
|
69
|
Triad Wealth Partners
Lawrence,
Kansas
|
$4.77M
|
+$1.51M
|
+44,841
|
+46%
|
|
|
70
|
Whipplewood Advisors
Littleton,
Colorado
|
$4.77M
|
+$3.67K
|
+109
|
+0.1%
|
|
|
71
|
Trek Financial
Scottsdale,
Arizona
|
$4.75M
|
+$2.89K
|
+86
|
+0.1%
|
|
|
72
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.69M
|
-$952K
|
-28,305
|
-17%
|
|
|
73
|
Code Waechter
Tampa,
Florida
|
$4.66M
|
+$345K
|
+10,258
|
+8%
|
|
|
74
|
Winnow Wealth
Waco,
Texas
|
$4.56M
|
-$431K
|
-12,825
|
-9%
|
|
|
75
|
PlanVest Financial
Gaithersburg,
Maryland
|
$4.54M
|
+$4.57M
|
+135,716
|
New
|
|
