|
51
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$4.71M
|
+$85.7K
|
+3,728
|
+2%
|
|
|
52
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.62M
|
-$221K
|
-9,617
|
-5%
|
|
|
53
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.61M
|
+$2.39M
|
+104,192
|
+106%
|
|
|
54
|
Solitude Financial Services
Charlottesville,
Virginia
|
$4.58M
|
+$479K
|
+20,857
|
+12%
|
|
|
55
|
Harbour Investments
Madison,
Wisconsin
|
$4.53M
|
-$648K
|
-28,211
|
-12%
|
|
|
56
|
Waverton Investment Management
London,
United Kingdom
|
$4.31M
|
-$129K
|
-5,610
|
-3%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$4.11M
|
-$4.77M
|
-207,729
|
-54%
|
|
|
58
|
Cetera Advisors
Denver,
Colorado
|
$4.08M
|
-$2.08M
|
-90,401
|
-34%
|
|
|
59
|
Sargent Investment Group
Bethesda,
Maryland
|
$3.79M
|
+$161K
|
+7,013
|
+4%
|
|
|
60
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.67M
|
-$367K
|
-15,978
|
-9%
|
|
|
61
|
Crumly & Associates
Springfield,
Illinois
|
$3.67M
|
+$271K
|
+11,796
|
+8%
|
|
|
62
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.66M
|
-$224K
|
-9,739
|
-6%
|
|
|
63
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.62M
|
+$2.4M
|
+104,263
|
+191%
|
|
|
64
|
KLR Investment Advisors
Providence,
Rhode Island
|
$3.55M
|
-$115
|
-5
|
-0%
|
|
|
65
|
RFG Advisory
Birmingham,
Alabama
|
$3.47M
|
-$1.07M
|
-46,461
|
-23%
|
|
|
66
|
AllSquare Wealth Management
Albany,
New York
|
$3.45M
|
–
|
–
|
–
|
|
|
67
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.25M
|
+$68.5K
|
+2,979
|
+2%
|
|
|
68
|
Oppenheimer & Co
New York
|
$3.22M
|
-$836K
|
-36,390
|
-20%
|
|
|
69
|
Mutual Advisors
Omaha,
Nebraska
|
$3.17M
|
-$2.63M
|
-114,602
|
-45%
|
|
|
70
|
Private Advisor Group
Morristown,
New Jersey
|
$3.13M
|
-$8.45M
|
-367,787
|
-73%
|
|
|
71
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.12M
|
+$30.1K
|
+1,312
|
+1%
|
|
|
72
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$3.1M
|
-$377K
|
-16,403
|
-11%
|
|
|
73
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.99M
|
-$661K
|
-28,753
|
-18%
|
|
|
74
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$2.96M
|
-$2.02M
|
-87,703
|
-40%
|
|
|
75
|
WealthSource Partners
San Luis Obispo,
California
|
$2.91M
|
+$2.57K
|
+112
|
+0.1%
|
|
