|
26
|
Milestones Private Investment Advisors
Fairport,
New York
|
$4.11M
|
+$19.1K
|
+306
|
+0.5%
|
|
|
27
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.95M
|
-$154K
|
-2,463
|
-4%
|
|
|
28
|
WJ Wealth Management
Glendale,
Arizona
|
$3.92M
|
-$2.48M
|
-39,763
|
-41%
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$3.65M
|
+$977K
|
+15,642
|
+39%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$3.22M
|
+$3.07M
|
+49,117
|
New
|
|
|
31
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$3.15M
|
+$1.01M
|
+16,170
|
New
|
|
|
32
|
Vista Investment Partners II
Richmond,
Indiana
|
$2.56M
|
+$2.44M
|
+39,052
|
New
|
|
|
33
|
Synergy Asset Management
Vancouver,
Washington
|
$2.49M
|
+$2.36M
|
+37,866
|
New
|
|
|
34
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$2.28M
|
-$15.2K
|
-244
|
-0.7%
|
|
|
35
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.92M
|
+$1.2M
|
+19,259
|
+193%
|
|
|
36
|
Equitable Holdings
New York
|
$1.75M
|
+$159K
|
+2,539
|
+11%
|
|
|
37
|
EWG Elevate
Roseville,
California
|
$1.54M
|
-$51.3K
|
-822
|
-3%
|
|
|
38
|
Calton & Associates
Tampa,
Florida
|
$1.32M
|
+$435K
|
+6,965
|
+53%
|
|
|
39
|
LongView Wealth Management
Atlanta,
Georgia
|
$1.24M
|
+$62
|
+1
|
+0%
|
|
|
40
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.23M
|
-$260K
|
-4,157
|
-18%
|
|
|
41
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.23M
|
+$254K
|
+4,068
|
+28%
|
|
|
42
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.23M
|
+$68.8K
|
+1,101
|
+6%
|
|
|
43
|
Kestra Advisory Services
Austin,
Texas
|
$1.19M
|
+$24.4K
|
+390
|
+2%
|
|
|
44
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.19M
|
+$106K
|
+1,701
|
+10%
|
|
|
45
|
Leavell Investment Management
Mobile,
Alabama
|
$1.1M
|
+$626K
|
+10,029
|
+148%
|
|
|
46
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.1M
|
–
|
–
|
–
|
|
|
47
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$1.02M
|
+$972K
|
+15,558
|
New
|
|
|
48
|
Sonoma Allocations
Santa Rosa,
California
|
$890K
|
+$844K
|
+13,521
|
New
|
|
|
49
|
Spire Wealth Management
Mclean,
Virginia
|
$759K
|
-$11.7K
|
-187
|
-2%
|
|
|
50
|
CIBC World Market
Toronto,
Ontario, Canada
|
$711K
|
+$86.9K
|
+1,391
|
+15%
|
|
