|
51
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.67M
|
-$5.75M
|
-110,413
|
-40%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$8.41M
|
+$2.44M
|
+46,874
|
+41%
|
|
|
53
|
Strategic Equity Management
Tucson,
Arizona
|
$8.32M
|
+$79.1K
|
+1,520
|
+1%
|
|
|
54
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.29M
|
+$153K
|
+2,945
|
+2%
|
|
|
55
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.04M
|
+$2.8M
|
+53,763
|
+54%
|
|
|
56
|
Kelly Financial Services
Braintree,
Massachusetts
|
$8.04M
|
+$1.07M
|
+20,606
|
+15%
|
|
|
57
|
AE Wealth Management
Topeka,
Kansas
|
$7.59M
|
-$11K
|
-212
|
-0.1%
|
|
|
58
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.36M
|
+$6.65M
|
+127,831
|
+968%
|
|
|
59
|
Beta Wealth Group
San Diego,
California
|
$7.24M
|
+$138K
|
+2,648
|
+2%
|
|
|
60
|
Royal Harbor Partners
Houston,
Texas
|
$7.11M
|
+$7.09M
|
+136,284
|
New
|
|
|
61
|
Alera Investment Advisors
Deerfield,
Illinois
|
$6.98M
|
+$6.96M
|
+133,782
|
New
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.95M
|
+$4.28M
|
+82,142
|
+161%
|
|
|
63
|
Security Financial Services
Fort Wayne,
Indiana
|
$6.78M
|
+$536K
|
+10,299
|
+9%
|
|
|
64
|
Prudential Financial
Newark,
New Jersey
|
$6.77M
|
+$355K
|
+6,822
|
+6%
|
|
|
65
|
High Falls Advisors
Rochester,
New York
|
$6.75M
|
+$1.55M
|
+29,848
|
+30%
|
|
|
66
|
|
$6.75M
|
-$4.72M
|
-90,642
|
-41%
|
|
|
67
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$6.74M
|
+$3.48M
|
+66,843
|
+107%
|
|
|
68
|
Financial Management Network
Mission Viejo,
California
|
$6.7M
|
+$4.54M
|
+87,268
|
+214%
|
|
|
69
|
Icon Wealth Advisors
Houston,
Texas
|
$6.67M
|
+$1.65M
|
+31,623
|
+33%
|
|
|
70
|
Investment Planning Advisors
Cumming,
Georgia
|
$6.22M
|
+$6.2M
|
+119,130
|
New
|
|
|
71
|
Atria Investments
Charlotte,
North Carolina
|
$6.15M
|
-$64.5K
|
-1,239
|
-1%
|
|
|
72
|
INVST
Indianapolis,
Indiana
|
$5.53M
|
+$889K
|
+17,078
|
+19%
|
|
|
73
|
Equitable Holdings
New York
|
$5.46M
|
+$364K
|
+6,997
|
+7%
|
|
|
74
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.44M
|
+$1.07M
|
+20,581
|
+25%
|
|
|
75
|
SteelPeak Wealth
Woodland Hills,
California
|
$5.33M
|
+$221K
|
+4,239
|
+4%
|
|
