|
51
|
Insigneo Advisory Services
Miami,
Florida
|
$950K
|
+$196K
|
+6,882
|
+21%
|
|
|
52
|
Simplicity Wealth
Summit,
New Jersey
|
$943K
|
+$11.2K
|
+394
|
+1%
|
|
|
53
|
Finer Wealth Management
Salem,
Massachusetts
|
$939K
|
+$313K
|
+11,027
|
+40%
|
|
|
54
|
Prosperity Financial Group
San Ramon,
California
|
$934K
|
–
|
–
|
–
|
|
|
55
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$930K
|
+$74K
|
+2,603
|
+7%
|
|
|
56
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$928K
|
+$1.08M
|
+38,060
|
New
|
|
|
57
|
Formidable Asset Management
Cincinnati,
Ohio
|
$905K
|
-$4.55K
|
-160
|
-0.6%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$895K
|
+$48.3K
|
+1,699
|
+5%
|
|
|
59
|
NewEdge Advisors
New Orleans,
Louisiana
|
$874K
|
-$193K
|
-6,793
|
-16%
|
|
|
60
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$859K
|
+$1M
|
+35,265
|
New
|
|
|
61
|
Corient Private Wealth
Miami,
Florida
|
$850K
|
+$178K
|
+6,255
|
+22%
|
|
|
62
|
NWAM LLC
Mercer Island,
Washington
|
$850K
|
-$1.73M
|
-60,736
|
-63%
|
|
|
63
|
Illumine Investment Management
Poulsbo,
Washington
|
$826K
|
+$3.18K
|
+112
|
+0.3%
|
|
|
64
|
Maridea Wealth Management
Brooklyn,
New York
|
$822K
|
-$76.7K
|
-2,699
|
-7%
|
|
|
65
|
Group One Trading
Chicago,
Illinois
|
$808K
|
-$2.93K
|
-103
|
-0.3%
|
|
|
66
|
Aries Wealth Management
Portland,
Maine
|
$804K
|
-$59.7K
|
-2,100
|
-6%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$799K
|
–
|
–
|
–
|
|
|
68
|
SLT Holdings
Scottsdale,
Arizona
|
$798K
|
-$5.6K
|
-197
|
-0.6%
|
|
|
69
|
Mercer Global Advisors
Denver,
Colorado
|
$789K
|
+$654K
|
+23,002
|
+246%
|
|
|
70
|
Kingswood Wealth Advisors
San Diego,
California
|
$780K
|
-$6.17K
|
-217
|
-0.7%
|
|
|
71
|
Regions Financial Corp
Birmingham,
Alabama
|
$780K
|
–
|
–
|
–
|
|
|
72
|
Cura Wealth Advisors
Chicago,
Illinois
|
$775K
|
–
|
–
|
–
|
|
|
73
|
IPG Investment Advisors
San Diego,
California
|
$751K
|
+$275K
|
+9,662
|
+46%
|
|
|
74
|
Kestra Private Wealth Services
Austin,
Texas
|
$740K
|
-$17.1K
|
-603
|
-2%
|
|
|
75
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$731K
|
+$5.85K
|
+206
|
+0.7%
|
|
