|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.57M
|
-$9.19M
|
-266,096
|
-86%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$1.54M
|
-$38.8K
|
-1,125
|
-3%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.52M
|
–
|
–
|
–
|
|
|
29
|
Keystone Wealth Services
Palm Desert,
California
|
$1.48M
|
+$27.6K
|
+800
|
+2%
|
|
|
30
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.45M
|
+$1.42M
|
+41,001
|
New
|
|
|
31
|
MAI Capital Management
Independence,
Ohio
|
$1.42M
|
-$210K
|
-6,075
|
-13%
|
|
|
32
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.39M
|
–
|
–
|
–
|
|
|
33
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.39M
|
+$1.36M
|
+39,300
|
New
|
|
|
34
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.37M
|
-$29.5K
|
-855
|
-2%
|
|
|
35
|
FWG Investments
Lexington,
Kentucky
|
$1.3M
|
+$216K
|
+6,267
|
+21%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$1.29M
|
+$67.5K
|
+1,956
|
+6%
|
|
|
37
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.28M
|
+$513K
|
+14,845
|
+70%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$1.19M
|
+$62.6K
|
+1,812
|
+6%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$1.18M
|
+$279K
|
+8,084
|
+32%
|
|
|
40
|
Sequent Planning
Omaha,
Nebraska
|
$1.17M
|
-$678K
|
-19,643
|
-37%
|
|
|
41
|
Gries Financial
Cleveland,
Ohio
|
$1.14M
|
+$1.11M
|
+32,140
|
New
|
|
|
42
|
Icon Wealth Advisors
Houston,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
43
|
City Holding Co
Charleston,
West Virginia
|
$1.11M
|
–
|
–
|
–
|
|
|
44
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.1M
|
+$1.08M
|
+31,158
|
New
|
|
|
45
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.06M
|
+$524K
|
+15,191
|
+103%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
+$78.6K
|
+2,277
|
+8%
|
|
|
47
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$1.04M
|
–
|
–
|
–
|
|
|
48
|
Diligent Investors
Redlands,
California
|
$997K
|
+$34.5K
|
+1,000
|
+4%
|
|
|
49
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$972K
|
-$34.7K
|
-1,006
|
-4%
|
|
|
50
|
Csenge Advisory Group
Clearwater,
Florida
|
$954K
|
+$145K
|
+4,203
|
+19%
|
|
