|
51
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.99M
|
+$306K
|
+10,619
|
+11%
|
|
|
52
|
Atria Investments
Charlotte,
North Carolina
|
$2.9M
|
+$75.3K
|
+2,613
|
+3%
|
|
|
53
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.63M
|
-$118K
|
-4,100
|
-4%
|
|
|
54
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.52M
|
+$729K
|
+25,302
|
+40%
|
|
|
55
|
Leavell Investment Management
Mobile,
Alabama
|
$2.47M
|
–
|
–
|
–
|
|
|
56
|
Kestra Advisory Services
Austin,
Texas
|
$2.39M
|
+$46.3K
|
+1,606
|
+2%
|
|
|
57
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.07M
|
+$26.7K
|
+927
|
+1%
|
|
|
58
|
|
$2.03M
|
+$2.04M
|
+70,726
|
New
|
|
|
59
|
Savvy Advisors Inc
New York
|
$1.4M
|
-$500K
|
-17,342
|
-26%
|
|
|
60
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
+$13.9K
|
+482
|
+1%
|
|
|
61
|
|
$930K
|
+$78.3K
|
+2,719
|
+9%
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$900K
|
+$143K
|
+4,965
|
+19%
|
|
|
63
|
Old Mission Capital
Chicago,
Illinois
|
$875K
|
+$877K
|
+30,446
|
New
|
|
|
64
|
Visionary Horizons
Knoxville,
Tennessee
|
$812K
|
+$163K
|
+5,654
|
+25%
|
|
|
65
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$510K
|
-$44.3K
|
-1,539
|
-8%
|
|
|
66
|
SmartHarvest Portfolios
Poulsbo,
Washington
|
$471K
|
–
|
–
|
–
|
|
|
67
|
Parallel Advisors
San Francisco,
California
|
$440K
|
+$1.35K
|
+47
|
+0.3%
|
|
|
68
|
Coppell Advisory Solutions
Coppell,
Texas
|
$434K
|
+$73.8K
|
+2,561
|
New
|
|
|
69
|
Strong Retirement Solutions
Silverdale,
Washington
|
$432K
|
+$34.2K
|
+1,187
|
+9%
|
|
|
70
|
Valeo Financial Advisors
Carmel,
Indiana
|
$408K
|
+$409K
|
+14,197
|
New
|
|
|
71
|
RDA Financial Network
Akron,
Iowa
|
$359K
|
-$11.2K
|
-390
|
-3%
|
|
|
72
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$286K
|
-$19.8K
|
-686
|
-6%
|
|
|
73
|
Lunt Capital Management
Holladay,
Utah
|
$272K
|
–
|
–
|
–
|
|
|
74
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
75
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$205K
|
+$205K
|
+7,131
|
New
|
|
