|
26
|
Philip James Wealth Mangement
Milton,
Georgia
|
$7.63M
|
+$261K
|
+4,161
|
+4%
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.84M
|
+$1.02M
|
+16,309
|
+18%
|
|
|
28
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.84M
|
+$1.02M
|
+16,309
|
+18%
|
|
|
29
|
Richard P. Slaughter Associates
Austin,
Texas
|
$6.77M
|
+$1.73M
|
+27,526
|
+35%
|
|
|
30
|
Atomi Financial Group
New York
|
$6.72M
|
+$622K
|
+9,915
|
+10%
|
|
|
31
|
EdgeRock Capital
Denver,
Colorado
|
$6.06M
|
+$457K
|
+7,285
|
+8%
|
|
|
32
|
FOCUS Wealth Advisors
Houston,
Texas
|
$5.94M
|
-$48.4K
|
-771
|
-0.8%
|
|
|
33
|
Brio Consultants
San Francisco,
California
|
$5.86M
|
+$199K
|
+3,167
|
+4%
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.59M
|
-$477K
|
-7,606
|
-8%
|
|
|
35
|
|
$5.38M
|
-$1.41M
|
-22,409
|
-21%
|
|
|
36
|
Belpointe Asset Management
Reno,
Nevada
|
$5.34M
|
+$871K
|
+13,894
|
+20%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$5.17M
|
-$231K
|
-3,683
|
-4%
|
|
|
38
|
|
$5.11M
|
+$402K
|
+6,403
|
+9%
|
|
|
39
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5.11M
|
+$580K
|
+9,248
|
+13%
|
|
|
40
|
Live Oak Investment Partners
Austin,
Texas
|
$4.74M
|
–
|
–
|
–
|
|
|
41
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$4.43M
|
+$4.38M
|
+69,882
|
New
|
|
|
42
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.22M
|
+$1.08M
|
+17,291
|
+35%
|
|
|
43
|
American Alpha Advisors
New York
|
$4.11M
|
+$4.06M
|
+64,677
|
New
|
|
|
44
|
Prostatis Group
Hanover,
Maryland
|
$4.1M
|
+$338K
|
+5,382
|
+9%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.05M
|
+$392K
|
+6,258
|
+11%
|
|
|
46
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4.01M
|
+$705K
|
+11,247
|
+22%
|
|
|
47
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.99M
|
+$143K
|
+2,278
|
+4%
|
|
|
48
|
ViaWealth
Leawood,
Kansas
|
$3.89M
|
+$323K
|
+5,156
|
+9%
|
|
|
49
|
Personal CFO Solutions
Chester,
New Jersey
|
$3.83M
|
+$19.3K
|
+307
|
+0.5%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$3.8M
|
+$164K
|
+2,620
|
+5%
|
|
