|
26
|
Corient Private Wealth
Miami,
Florida
|
$3.21M
|
+$2.65M
|
+26,370
|
+571%
|
|
|
27
|
Waverly Advisors
Birmingham,
Alabama
|
$2.92M
|
-$7.94K
|
-79
|
-0.3%
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$2.21M
|
-$461K
|
-4,590
|
-18%
|
|
|
29
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$2.15M
|
-$133K
|
-1,323
|
-6%
|
|
|
30
|
|
$2.12M
|
–
|
–
|
–
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$2.1M
|
-$113K
|
-1,121
|
-5%
|
|
|
32
|
Farther Finance Advisors
San Francisco,
California
|
$1.76M
|
+$766K
|
+7,621
|
+82%
|
|
|
33
|
Avantax Advisory Services
Dallas,
Texas
|
$1.75M
|
-$348K
|
-3,460
|
-17%
|
|
|
34
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.56M
|
–
|
–
|
–
|
|
|
35
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.55M
|
–
|
–
|
–
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$1.53M
|
+$134K
|
+1,330
|
+10%
|
|
|
37
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.51M
|
-$14K
|
-139
|
-0.9%
|
|
|
38
|
Golden State Wealth Management
Santa Ana,
California
|
$1.49M
|
-$31.3K
|
-312
|
-2%
|
|
|
39
|
Kestra Advisory Services
Austin,
Texas
|
$1.47M
|
+$111K
|
+1,109
|
+8%
|
|
|
40
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.4M
|
+$1.1M
|
+10,948
|
+434%
|
|
|
41
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$1.38M
|
-$239K
|
-2,383
|
-15%
|
|
|
42
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.37M
|
-$40.2K
|
-400
|
-3%
|
|
|
43
|
Atria Wealth Solutions
New York
|
$1.23M
|
-$24.7K
|
-246
|
-2%
|
|
|
44
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.13M
|
-$24.6K
|
-245
|
-2%
|
|
|
45
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.13M
|
-$74.2K
|
-739
|
-6%
|
|
|
46
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.08M
|
+$304K
|
+3,030
|
+41%
|
|
|
47
|
CX Institutional
Auburn,
Indiana
|
$1.05M
|
-$866K
|
-8,617
|
-46%
|
|
|
48
|
Beacon Pointe Advisors
Newport Beach,
California
|
$980K
|
-$32.1K
|
-320
|
-3%
|
|
|
49
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$963K
|
+$6.43K
|
+64
|
+0.7%
|
|
|
50
|
Quantinno Capital Management
New York
|
$943K
|
-$8.84K
|
-88
|
-1%
|
|
