|
26
|
Atria Investments
Charlotte,
North Carolina
|
$2.8M
|
-$325K
|
-15,553
|
-10%
|
|
|
27
|
Mendel Money Management
Northbrook,
Illinois
|
$2.62M
|
+$24.4K
|
+1,166
|
+0.9%
|
|
|
28
|
Sonoma Allocations
Santa Rosa,
California
|
$2.43M
|
+$2.41M
|
+115,524
|
New
|
|
|
29
|
Belpointe Asset Management
Reno,
Nevada
|
$2.35M
|
-$410K
|
-19,628
|
-15%
|
|
|
30
|
RFG Advisory
Birmingham,
Alabama
|
$2.19M
|
+$168K
|
+8,065
|
+8%
|
|
|
31
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2.19M
|
+$42.1K
|
+2,017
|
+2%
|
|
|
32
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.11M
|
+$1.01M
|
+48,280
|
+92%
|
|
|
33
|
IEQ Capital
Foster City,
California
|
$2.06M
|
+$818K
|
+39,137
|
+66%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$1.98M
|
+$1.98M
|
+94,811
|
New
|
|
|
35
|
J. Team Financial
Abilene,
Texas
|
$1.95M
|
+$1.95M
|
+93,259
|
New
|
|
|
36
|
Legacy Capital Group California
Los Gatos,
California
|
$1.77M
|
-$13.4K
|
-640
|
-0.7%
|
|
|
37
|
Independent Financial Group
San Diego,
California
|
$1.68M
|
+$625K
|
+29,936
|
+59%
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$1.66M
|
+$1.66M
|
+79,538
|
New
|
|
|
39
|
Rareview Capital
Las Vegas,
Nevada
|
$1.59M
|
+$165K
|
+7,907
|
+12%
|
|
|
40
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.57M
|
-$13K
|
-621
|
-0.8%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$1.52M
|
+$385K
|
+18,415
|
+34%
|
|
|
42
|
Able Wealth Management
Toms River,
New Jersey
|
$1.51M
|
+$225K
|
+10,787
|
+18%
|
|
|
43
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.32M
|
+$27K
|
+1,291
|
+2%
|
|
|
44
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.14M
|
-$3.02M
|
-144,346
|
-73%
|
|
|
45
|
Bay Colony Advisors
Concord,
Massachusetts
|
$959K
|
+$490K
|
+23,438
|
+104%
|
|
|
46
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$842K
|
-$151K
|
-7,209
|
-15%
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$749K
|
+$19.1K
|
+916
|
+3%
|
|
|
48
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$630K
|
+$630K
|
+30,136
|
New
|
|
|
49
|
Islay Capital Management
Lubbock,
Texas
|
$569K
|
+$474K
|
+22,700
|
+504%
|
|
|
50
|
GeoWealth Management
Chicago,
Illinois
|
$553K
|
-$33.6K
|
-1,607
|
-6%
|
|
