|
26
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.07M
|
+$295K
|
+12,836
|
+7%
|
|
|
27
|
Atria Wealth Solutions
New York
|
$3.76M
|
-$29K
|
-1,258
|
-0.7%
|
|
|
28
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$2.98M
|
-$236K
|
-10,248
|
-7%
|
|
|
29
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.92M
|
+$273K
|
+11,852
|
+10%
|
|
|
30
|
Avantax Advisory Services
Dallas,
Texas
|
$2.86M
|
+$898K
|
+39,012
|
+43%
|
|
|
31
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$2.84M
|
+$24.8K
|
+1,078
|
+0.8%
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$2.75M
|
-$804K
|
-34,925
|
-22%
|
|
|
33
|
Equitable Holdings
New York
|
$2.68M
|
+$596K
|
+25,909
|
+27%
|
|
|
34
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$2.56M
|
+$983K
|
+42,700
|
+57%
|
|
|
35
|
Prospera Financial Services
Dallas,
Texas
|
$2.46M
|
+$810K
|
+35,199
|
+45%
|
|
|
36
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.43M
|
+$817K
|
+35,486
|
+47%
|
|
|
37
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.3M
|
+$180K
|
+7,799
|
+8%
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.25M
|
+$2.37M
|
+103,142
|
New
|
|
|
39
|
IHT Wealth Management
Chicago,
Illinois
|
$2.23M
|
+$63.8K
|
+2,772
|
+3%
|
|
|
40
|
Mission Financial Group
Las Vegas,
Nevada
|
$2.12M
|
+$2.13M
|
+92,455
|
New
|
|
|
41
|
Principal Securities
Des Moines,
Iowa
|
$2.11M
|
–
|
–
|
–
|
|
|
42
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.06M
|
+$379K
|
+16,465
|
+21%
|
|
|
43
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$2.02M
|
-$186K
|
-8,072
|
-8%
|
|
|
44
|
Arax Advisory Partners
Denver,
Colorado
|
$1.94M
|
+$473K
|
+20,567
|
+30%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.89M
|
-$274K
|
-11,897
|
-12%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$1.85M
|
+$1.95M
|
+84,582
|
New
|
|
|
47
|
|
$1.85M
|
+$224K
|
+9,736
|
+13%
|
|
|
48
|
Davidson Trust Company
Seattle,
Washington
|
$1.85M
|
+$1.94M
|
+84,414
|
New
|
|
|
49
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.74M
|
+$52.5K
|
+2,281
|
+3%
|
|
|
50
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.74M
|
+$1.14M
|
+49,575
|
+166%
|
|
