|
51
|
Insigneo Advisory Services
Miami,
Florida
|
$672K
|
+$7.33K
|
+375
|
+1%
|
|
|
52
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$667K
|
+$19.8K
|
+1,012
|
+3%
|
|
|
53
|
Cresset Asset Management
Chicago,
Illinois
|
$660K
|
-$45.7K
|
-2,337
|
-6%
|
|
|
54
|
Prosperity Financial Group
San Ramon,
California
|
$655K
|
–
|
–
|
–
|
|
|
55
|
NewEdge Advisors
New Orleans,
Louisiana
|
$647K
|
+$39.4K
|
+2,014
|
+6%
|
|
|
56
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$624K
|
-$31.9K
|
-1,633
|
-4%
|
|
|
57
|
Formidable Asset Management
Cincinnati,
Ohio
|
$618K
|
-$21K
|
-1,075
|
-4%
|
|
|
58
|
United Capital Financial Advisors
Irving,
Texas
|
$592K
|
-$153K
|
-7,826
|
-18%
|
|
|
59
|
HB Wealth Management
Atlanta,
Georgia
|
$583K
|
+$243K
|
+12,433
|
+57%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$579K
|
-$100K
|
-5,139
|
-13%
|
|
|
61
|
Aries Wealth Management
Portland,
Maine
|
$563K
|
–
|
–
|
–
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$560K
|
–
|
–
|
–
|
|
|
63
|
Regions Financial Corp
Birmingham,
Alabama
|
$559K
|
+$15K
|
+770
|
+2%
|
|
|
64
|
SLT Holdings
Scottsdale,
Arizona
|
$557K
|
-$2.42K
|
-124
|
-0.4%
|
|
|
65
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$525K
|
+$14.7K
|
+754
|
+3%
|
|
|
66
|
Kestra Private Wealth Services
Austin,
Texas
|
$520K
|
+$1.86K
|
+95
|
+0.3%
|
|
|
67
|
Illumine Investment Management
Poulsbo,
Washington
|
$512K
|
-$75.5K
|
-3,865
|
-11%
|
|
|
68
|
Cura Wealth Advisors
Chicago,
Illinois
|
$509K
|
-$39.1K
|
-2,000
|
-6%
|
|
|
69
|
Mercer Global Advisors
Denver,
Colorado
|
$501K
|
-$59K
|
-3,019
|
-9%
|
|
|
70
|
Kingswood Wealth Advisors
San Diego,
California
|
$499K
|
-$54.6K
|
-2,795
|
-9%
|
|
|
71
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$490K
|
–
|
–
|
–
|
|
|
72
|
Plancorp LLC
Saint Louis,
Missouri
|
$487K
|
–
|
–
|
–
|
|
|
73
|
Maridea Wealth Management
Brooklyn,
New York
|
$462K
|
-$130K
|
-6,641
|
-20%
|
|
|
74
|
Integrity Alliance
Urbandale,
Iowa
|
$462K
|
-$2.7K
|
-138
|
-0.5%
|
|
|
75
|
Wedbush Securities
Los Angeles,
California
|
$450K
|
+$112K
|
+5,752
|
+28%
|
|
