|
26
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.69M
|
+$275K
|
+9,716
|
+20%
|
|
|
27
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$1.64M
|
+$397K
|
+13,990
|
+33%
|
|
|
28
|
Barings
Charlotte,
North Carolina
|
$1.63M
|
+$1.57M
|
+55,300
|
New
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$1.32M
|
-$697K
|
-24,576
|
-35%
|
|
|
30
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.3M
|
+$546K
|
+19,257
|
+77%
|
|
|
31
|
Liberty Wealth Management
Oakland,
California
|
$1.2M
|
+$1.16M
|
+41,034
|
New
|
|
|
32
|
Foresight Wealth Management
Draper,
Utah
|
$1.19M
|
+$33.4K
|
+1,179
|
+3%
|
|
|
33
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$1.14M
|
+$1.09M
|
+38,591
|
New
|
|
|
34
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.12M
|
+$1.08M
|
+38,088
|
New
|
|
|
35
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$1.01M
|
+$228K
|
+8,055
|
+31%
|
|
|
36
|
Cerity Partners OCIO
New York
|
$999K
|
-$931K
|
-32,863
|
-49%
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$798K
|
+$263K
|
+9,283
|
+52%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$779K
|
-$175K
|
-6,192
|
-19%
|
|
|
39
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$737K
|
+$215K
|
+7,598
|
+44%
|
|
|
40
|
Toews Corporation
Northfield,
New Jersey
|
$736K
|
+$709K
|
+25,000
|
New
|
|
|
41
|
World Investment Advisors
Santa Barbara,
California
|
$717K
|
+$685K
|
+24,166
|
New
|
|
|
42
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$661K
|
+$21.9K
|
+771
|
+4%
|
|
|
43
|
Ausdal Financial Partners
Davenport,
Iowa
|
$582K
|
+$64.6K
|
+2,279
|
+13%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$532K
|
+$312K
|
+11,014
|
+156%
|
|
|
45
|
Comerica Bank
Dallas,
Texas
|
$502K
|
+$131K
|
+4,605
|
+37%
|
|
|
46
|
TRUADVICE
Sarasota,
Florida
|
$486K
|
+$469K
|
+16,549
|
New
|
|
|
47
|
Secure Asset Management
Troy,
Michigan
|
$478K
|
+$460K
|
+16,241
|
New
|
|
|
48
|
Client 1st Advisory Group
Dunedin,
Florida
|
$437K
|
–
|
–
|
–
|
|
|
49
|
Rockbridge Investment Management
Syracuse,
New York
|
$433K
|
+$8.28K
|
+292
|
+2%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$406K
|
+$391K
|
+13,809
|
New
|
|
