|
51
|
Atria Investments
Charlotte,
North Carolina
|
$2.94M
|
-$964K
|
-30,707
|
-24%
|
|
|
52
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.88M
|
+$2.98M
|
+94,958
|
New
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$2.61M
|
+$1.31M
|
+41,865
|
+91%
|
|
|
54
|
Harbour Investments
Madison,
Wisconsin
|
$2.56M
|
+$347K
|
+11,047
|
+15%
|
|
|
55
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$2.53M
|
+$2.67M
|
+85,119
|
New
|
|
|
56
|
Citadel Advisors
Miami,
Florida
|
$2.53M
|
+$2.02M
|
+64,251
|
+310%
|
|
|
57
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.4M
|
-$1.01M
|
-32,243
|
-29%
|
|
|
58
|
CoreCap Advisors
Southfield,
Michigan
|
$2.31M
|
+$489K
|
+15,578
|
+25%
|
|
|
59
|
CLG LLC
Long Beach,
California
|
$2.17M
|
-$9.67K
|
-308
|
-0.4%
|
|
|
60
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.14M
|
+$545K
|
+17,367
|
+32%
|
|
|
61
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$2.09M
|
+$292K
|
+9,316
|
+15%
|
|
|
62
|
Belpointe Asset Management
Reno,
Nevada
|
$2.09M
|
-$41.6K
|
-1,326
|
-2%
|
|
|
63
|
Synovus Financial
Columbus,
Georgia
|
$2.07M
|
-$49.7K
|
-1,584
|
-2%
|
|
|
64
|
VestGen Advisors
Inverness,
Illinois
|
$2.06M
|
+$2.17M
|
+69,105
|
New
|
|
|
65
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$1.97M
|
+$647K
|
+20,602
|
+45%
|
|
|
66
|
Independent Financial Group
San Diego,
California
|
$1.93M
|
+$502K
|
+15,989
|
+33%
|
|
|
67
|
Atria Wealth Solutions
New York
|
$1.83M
|
-$6.23M
|
-198,479
|
-76%
|
|
|
68
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.79M
|
-$30.8K
|
-982
|
-2%
|
|
|
69
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.79M
|
+$162K
|
+5,160
|
+9%
|
|
|
70
|
Moors & Cabot
Boston,
Massachusetts
|
$1.68M
|
+$159K
|
+5,071
|
+10%
|
|
|
71
|
Golden State Wealth Management
Santa Ana,
California
|
$1.56M
|
+$502K
|
+15,997
|
+44%
|
|
|
72
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$1.51M
|
+$137K
|
+4,360
|
+9%
|
|
|
73
|
Maia Wealth
Denver,
Colorado
|
$1.5M
|
-$259K
|
-8,250
|
-14%
|
|
|
74
|
IFG Advisory
Atlanta,
Georgia
|
$1.43M
|
-$212K
|
-6,751
|
-12%
|
|
|
75
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$1.42M
|
+$2.57K
|
+82
|
+0.2%
|
|
