|
26
|
IEQ Capital
Foster City,
California
|
$692K
|
+$678K
|
+17,316
|
New
|
|
|
27
|
TCFG Wealth Management
Laguna Niguel,
California
|
$637K
|
–
|
–
|
–
|
|
|
28
|
MML Investors Services
Springfield,
Massachusetts
|
$598K
|
-$987K
|
-25,218
|
-63%
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$527K
|
+$101K
|
+2,579
|
+24%
|
|
|
30
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$523K
|
-$3.52K
|
-90
|
-0.7%
|
|
|
31
|
Atria Investments
Charlotte,
North Carolina
|
$469K
|
-$31K
|
-792
|
-6%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$462K
|
-$56.3K
|
-1,439
|
-11%
|
|
|
33
|
|
$460K
|
-$22.9K
|
-584
|
-5%
|
|
|
34
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$433K
|
-$366K
|
-9,349
|
-46%
|
|
|
35
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$400K
|
-$11.5K
|
-293
|
-3%
|
|
|
36
|
Kestra Private Wealth Services
Austin,
Texas
|
$400K
|
-$23.5K
|
-599
|
-6%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$379K
|
-$979
|
-25
|
-0.3%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$337K
|
+$330K
|
+8,428
|
New
|
|
|
39
|
Harbour Investments
Madison,
Wisconsin
|
$327K
|
-$68.5K
|
-1,750
|
-18%
|
|
|
40
|
|
$289K
|
-$38.1K
|
-974
|
-12%
|
|
|
41
|
Wealth Effects
Boston,
Massachusetts
|
$278K
|
+$39
|
+1
|
+0%
|
|
|
42
|
Citadel Advisors
Miami,
Florida
|
$253K
|
+$248K
|
+6,342
|
New
|
|
|
43
|
International Assets Investment Management
Orlando,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
44
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$249K
|
–
|
–
|
–
|
|
|
45
|
J.W. Cole Advisors
Tampa,
Florida
|
$247K
|
-$18.5K
|
-472
|
-7%
|
|
|
46
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$236K
|
+$231K
|
+5,904
|
New
|
|
|
47
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$221K
|
–
|
–
|
–
|
|
|
48
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$221K
|
–
|
–
|
–
|
|
|
49
|
Atlas Wealth
Cincinnati,
Ohio
|
$216K
|
–
|
–
|
–
|
|
|
50
|
REAP Financial Group
Austin,
Texas
|
$214K
|
+$7.95K
|
+203
|
+4%
|
|
