|
51
|
Pine Valley Investments
Marlton,
New Jersey
|
$17.7M
|
+$8.98M
|
+150,657
|
+103%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$16.8M
|
-$4.18M
|
-70,098
|
-20%
|
|
|
53
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$16.7M
|
+$18.9K
|
+317
|
+0.1%
|
|
|
54
|
Triumph Capital Management
Denver,
Colorado
|
$16.7M
|
+$41.4K
|
+695
|
+0.2%
|
|
|
55
|
|
$16.6M
|
-$463K
|
-7,777
|
-3%
|
|
|
56
|
Financial Enhancement Group
Anderson,
Indiana
|
$16.4M
|
+$265K
|
+4,453
|
+2%
|
|
|
57
|
United Capital Financial Advisors
Irving,
Texas
|
$15.9M
|
-$12M
|
-200,638
|
-43%
|
|
|
58
|
Kinloch Capital
Glen Allen,
Virginia
|
$15.7M
|
-$8.45M
|
-141,781
|
-35%
|
|
|
59
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$15.5M
|
-$204K
|
-3,426
|
-1%
|
|
|
60
|
EdgeRock Capital
Denver,
Colorado
|
$15.3M
|
-$649K
|
-10,896
|
-4%
|
|
|
61
|
Simplicity Wealth
Summit,
New Jersey
|
$15.3M
|
-$349K
|
-5,863
|
-2%
|
|
|
62
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$15.3M
|
+$15.4M
|
+257,954
|
New
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.3M
|
-$7.59M
|
-127,275
|
-33%
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
$14.6M
|
+$14.3M
|
+240,264
|
+3,962%
|
|
|
65
|
Shelton Wealth Management
Fort Worth,
Texas
|
$14.2M
|
+$957K
|
+16,061
|
+7%
|
|
|
66
|
RiverTree Advisors
Winter Park,
Florida
|
$13.1M
|
-$280K
|
-4,702
|
-2%
|
|
|
67
|
Cetera Advisor Networks
El Segundo,
California
|
$12.9M
|
-$4M
|
-67,153
|
-24%
|
|
|
68
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.7M
|
+$9.84M
|
+165,070
|
+337%
|
|
|
69
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12.7M
|
-$112K
|
-1,879
|
-0.9%
|
|
|
70
|
MGO One Seven
Beachwood,
Ohio
|
$12.1M
|
+$4.12M
|
+69,059
|
+51%
|
|
|
71
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$11.8M
|
+$6.88M
|
+115,456
|
+140%
|
|
|
72
|
Petix & Botte Financial
La Mesa,
California
|
$11.4M
|
+$5.68M
|
+95,372
|
+98%
|
|
|
73
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$11.4M
|
+$8.53M
|
+143,165
|
+290%
|
|
|
74
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.4M
|
–
|
–
|
–
|
|
|
75
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$11.3M
|
+$11.4M
|
+190,821
|
New
|
|
