|
51
|
Strategic Advocates
Logan,
Utah
|
$614K
|
+$8.82K
|
+401
|
+1%
|
|
|
52
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$603K
|
-$418
|
-19
|
-0%
|
|
|
53
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$593K
|
-$32.6K
|
-1,481
|
-4%
|
|
|
54
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$565K
|
-$198
|
-9
|
-0%
|
|
|
55
|
SLT Holdings
Scottsdale,
Arizona
|
$554K
|
-$53K
|
-2,410
|
-6%
|
|
|
56
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$550K
|
-$6.86K
|
-312
|
-0.9%
|
|
|
57
|
Aries Wealth Management
Portland,
Maine
|
$549K
|
-$1.65K
|
-75
|
-0.2%
|
|
|
58
|
Illumine Investment Management
Poulsbo,
Washington
|
$546K
|
-$704
|
-32
|
-0.1%
|
|
|
59
|
Maridea Wealth Management
Brooklyn,
New York
|
$543K
|
+$122K
|
+5,538
|
+18%
|
|
|
60
|
Kestra Private Wealth Services
Austin,
Texas
|
$541K
|
-$37.1K
|
-1,686
|
-5%
|
|
|
61
|
Simplicity Wealth
Summit,
New Jersey
|
$536K
|
+$775K
|
+35,220
|
New
|
|
|
62
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$534K
|
-$6.6K
|
-300
|
-0.8%
|
|
|
63
|
NewEdge Advisors
New Orleans,
Louisiana
|
$527K
|
+$204K
|
+9,294
|
+37%
|
|
|
64
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$505K
|
-$28.1K
|
-1,275
|
-4%
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$499K
|
-$2.27K
|
-103
|
-0.3%
|
|
|
66
|
Atria Wealth Solutions
New York
|
$492K
|
-$11.1K
|
-505
|
-2%
|
|
|
67
|
Regions Financial Corp
Birmingham,
Alabama
|
$487K
|
–
|
–
|
–
|
|
|
68
|
Cura Wealth Advisors
Chicago,
Illinois
|
$484K
|
+$6.6K
|
+300
|
+1%
|
|
|
69
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$447K
|
-$45.5K
|
-2,069
|
-7%
|
|
|
70
|
Connective Capital Management
Palo Alto,
California
|
$433K
|
+$172K
|
+7,807
|
+38%
|
|
|
71
|
Surience Private Wealth
Yakima,
Washington
|
$430K
|
+$243K
|
+11,046
|
+64%
|
|
|
72
|
Formidable Asset Management
Cincinnati,
Ohio
|
$421K
|
+$41.8K
|
+1,900
|
+7%
|
|
|
73
|
Plancorp LLC
Saint Louis,
Missouri
|
$410K
|
–
|
–
|
–
|
|
|
74
|
SJS Investment Consulting
Sylvania,
Ohio
|
$388K
|
-$263K
|
-11,961
|
-32%
|
|
|
75
|
Rothschild Investment LLC
Chicago,
Illinois
|
$385K
|
-$1.1K
|
-50
|
-0.2%
|
|
