|
26
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.65M
|
+$1.67M
|
+28,138
|
New
|
|
|
27
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.64M
|
-$170K
|
-2,866
|
-9%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$1.62M
|
-$122K
|
-2,063
|
-7%
|
|
|
29
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$1.52M
|
-$42.7K
|
-720
|
-3%
|
|
|
30
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.52M
|
+$168K
|
+2,827
|
+12%
|
|
|
31
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.35M
|
-$113K
|
-1,896
|
-8%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.33M
|
+$1.29M
|
+21,651
|
+2,029%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$1.32M
|
-$39.1K
|
-658
|
-3%
|
|
|
34
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$1.06M
|
-$61.6K
|
-1,037
|
-5%
|
|
|
35
|
Maxele Advisors
Webster Groves,
Missouri
|
$1.06M
|
+$1.07M
|
+18,055
|
New
|
|
|
36
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.04M
|
-$44.8K
|
-754
|
-4%
|
|
|
37
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.04M
|
+$74.1K
|
+1,249
|
+8%
|
|
|
38
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.03M
|
+$246K
|
+4,147
|
+31%
|
|
|
39
|
Penobscot Wealth Management
Portland,
Maine
|
$1.03M
|
+$60.4K
|
+1,018
|
+6%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$958K
|
+$291K
|
+4,904
|
+43%
|
|
|
41
|
Blue Jean Financial
Albany,
New York
|
$946K
|
+$959K
|
+16,164
|
New
|
|
|
42
|
Raymond James Financial
St Petersburg,
Florida
|
$937K
|
+$176K
|
+2,967
|
+23%
|
|
|
43
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$890K
|
+$318K
|
+5,352
|
+54%
|
|
|
44
|
Elevated Capital Advisors
Sandy,
Utah
|
$883K
|
-$748K
|
-12,598
|
-46%
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$844K
|
+$1.01K
|
+17
|
+0.1%
|
|
|
46
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$793K
|
-$12K
|
-202
|
-1%
|
|
|
47
|
|
$790K
|
+$46K
|
+775
|
+6%
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$783K
|
+$194K
|
+3,260
|
+33%
|
|
|
49
|
American National Bank & Trust
Wichita Falls,
Texas
|
$727K
|
+$23K
|
+388
|
+3%
|
|
|
50
|
Arax Advisory Partners
Denver,
Colorado
|
$717K
|
+$644K
|
+10,853
|
+778%
|
|
