|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$878K
|
+$194K
|
+6,230
|
+30%
|
|
|
27
|
OneAscent Family Office
Birmingham,
Alabama
|
$860K
|
+$7.9K
|
+254
|
+1%
|
|
|
28
|
Merit Financial Group
Alpharetta,
Georgia
|
$758K
|
+$127K
|
+4,080
|
+21%
|
|
|
29
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$754K
|
-$147K
|
-4,731
|
-17%
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$729K
|
-$1.09K
|
-35
|
-0.2%
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$709K
|
+$398K
|
+12,780
|
+145%
|
|
|
32
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$563K
|
+$104K
|
+3,339
|
+24%
|
|
|
33
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$539K
|
+$510K
|
+16,403
|
New
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$504K
|
+$5.2K
|
+167
|
+1%
|
|
|
35
|
Carlson Financial
Canby,
Oregon
|
$491K
|
+$72.7K
|
+2,335
|
+19%
|
|
|
36
|
Kestra Advisory Services
Austin,
Texas
|
$423K
|
+$401K
|
+12,874
|
New
|
|
|
37
|
Natixis Advisors
Boston,
Massachusetts
|
$416K
|
+$394K
|
+12,670
|
New
|
|
|
38
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$415K
|
+$120K
|
+3,849
|
+44%
|
|
|
39
|
Equitable Holdings
New York
|
$410K
|
-$7.44K
|
-239
|
-2%
|
|
|
40
|
|
$397K
|
+$25.9K
|
+831
|
+7%
|
|
|
41
|
Security Financial Services
Fort Wayne,
Indiana
|
$382K
|
+$14.2K
|
+456
|
+4%
|
|
|
42
|
GTS Securities
Miami,
Florida
|
$374K
|
-$196K
|
-6,292
|
-36%
|
|
|
43
|
Clarity Asset Management
Ames,
Iowa
|
$342K
|
+$154K
|
+4,956
|
+91%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$335K
|
+$2.86K
|
+92
|
+0.9%
|
|
|
45
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$329K
|
-$8.81K
|
-283
|
-3%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$309K
|
+$170K
|
+5,462
|
+139%
|
|
|
47
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$270K
|
+$2.8K
|
+90
|
+1%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$259K
|
-$130K
|
-4,189
|
-35%
|
|
|
49
|
Plan A Wealth
Lincoln,
Nebraska
|
$249K
|
-$16.4K
|
-526
|
-6%
|
|
|
50
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$228K
|
+$216K
|
+6,927
|
New
|
|
