|
26
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.06M
|
+$2.97M
|
+63,631
|
New
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.05M
|
-$191K
|
-4,094
|
-6%
|
|
|
28
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.67M
|
+$479K
|
+10,279
|
+23%
|
|
|
29
|
AIFG Consultants
Halfmoon,
New York
|
$2.57M
|
-$4.21M
|
-90,299
|
-63%
|
|
|
30
|
Opes Wealth Management
Menlo Park,
California
|
$2.3M
|
-$65.9K
|
-1,415
|
-3%
|
|
|
31
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.17M
|
+$2.1M
|
+45,014
|
New
|
|
|
32
|
Schulz Wealth
Mansfield,
Texas
|
$1.98M
|
+$3.73K
|
+80
|
+0.2%
|
|
|
33
|
Mariner
Overland Park,
Kansas
|
$1.93M
|
+$613K
|
+13,154
|
+49%
|
|
|
34
|
Lion Street Advisors
Austin,
Texas
|
$1.83M
|
-$44K
|
-945
|
-2%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$1.82M
|
+$576K
|
+12,368
|
+48%
|
|
|
36
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$1.62M
|
+$786K
|
+16,869
|
+100%
|
|
|
37
|
1776 Wealth
Atlanta,
Georgia
|
$1.6M
|
+$63.8K
|
+1,369
|
+4%
|
|
|
38
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.56M
|
+$1.51M
|
+32,496
|
New
|
|
|
39
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.51M
|
+$1.46M
|
+31,320
|
New
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
+$595K
|
+12,779
|
+74%
|
|
|
41
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.43M
|
+$1.38M
|
+29,662
|
New
|
|
|
42
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.42M
|
+$1.38M
|
+29,529
|
New
|
|
|
43
|
Rockefeller Capital Management
New York
|
$1.22M
|
+$612K
|
+13,140
|
+107%
|
|
|
44
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.2M
|
-$61.7K
|
-1,323
|
-5%
|
|
|
45
|
Atria Investments
Charlotte,
North Carolina
|
$1.11M
|
+$1.08M
|
+23,168
|
New
|
|
|
46
|
Wolff Wiese Magana
Carslbad,
California
|
$1.08M
|
+$926K
|
+19,876
|
+798%
|
|
|
47
|
Avantax Advisory Services
Dallas,
Texas
|
$1.08M
|
-$1.16M
|
-24,809
|
-53%
|
|
|
48
|
FWG Investments
Lexington,
Kentucky
|
$1.07M
|
+$606K
|
+13,015
|
+141%
|
|
|
49
|
Integrity Financial
Cheyenne,
Wyoming
|
$1.04M
|
+$447K
|
+9,602
|
+79%
|
|
|
50
|
Accel Wealth Management
Waverly,
Iowa
|
$1.03M
|
+$997K
|
+21,400
|
New
|
|
