|
26
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.33M
|
+$209K
|
+3,570
|
+7%
|
|
|
27
|
L.J. Altfest & Co
New York
|
$3.16M
|
+$67.4K
|
+1,151
|
+2%
|
|
|
28
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$3.12M
|
+$40.8K
|
+697
|
+1%
|
|
|
29
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$3.04M
|
-$36.8K
|
-628
|
-1%
|
|
|
30
|
PFG Advisors
Phoenix,
Arizona
|
$2.9M
|
+$33.7K
|
+575
|
+1%
|
|
|
31
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$2.89M
|
+$1.44M
|
+24,682
|
+107%
|
|
|
32
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.34M
|
-$271K
|
-4,635
|
-11%
|
|
|
33
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.34M
|
-$271K
|
-4,635
|
-11%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.23M
|
-$2.02M
|
-34,432
|
-48%
|
|
|
35
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.2M
|
+$117
|
+2
|
+0%
|
|
|
36
|
Mutual Advisors
Omaha,
Nebraska
|
$2.06M
|
+$43.5K
|
+744
|
+2%
|
|
|
37
|
Atria Wealth Solutions
New York
|
$2.01M
|
+$129K
|
+2,201
|
+7%
|
|
|
38
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$2.01M
|
-$17.6K
|
-300
|
-0.9%
|
|
|
39
|
Unique Wealth
Clearwater,
Florida
|
$1.98M
|
+$1.91M
|
+32,675
|
New
|
|
|
40
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.93M
|
+$209K
|
+3,577
|
+13%
|
|
|
41
|
Valmark Advisers
Akron,
Ohio
|
$1.61M
|
-$83.2K
|
-1,421
|
-5%
|
|
|
42
|
Two Sigma Investments
New York
|
$1.53M
|
+$1.48M
|
+25,300
|
New
|
|
|
43
|
Rockefeller Capital Management
New York
|
$1.39M
|
+$46.6K
|
+796
|
+4%
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
$1.27M
|
+$1.23M
|
+21,004
|
New
|
|
|
45
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.24M
|
+$40.4K
|
+691
|
+3%
|
|
|
46
|
Darwin Wealth Management
Tampa,
Florida
|
$1.15M
|
+$1.11M
|
+19,035
|
New
|
|
|
47
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$978K
|
+$367K
|
+6,278
|
+64%
|
|
|
48
|
Samalin Investment Counsel
Chappaqua,
New York
|
$904K
|
+$7.32K
|
+125
|
+0.8%
|
|
|
49
|
Executive Wealth Management
Brighton,
Michigan
|
$831K
|
+$803K
|
+13,717
|
New
|
|
|
50
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$810K
|
+$33.7K
|
+576
|
+5%
|
|
